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iShares Broad USD Investment Grade Corporate Bond ETF

417 hedge funds and large institutions have $8.82B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 128 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-18
Holders Change %
-4.14%
% of All Funds
5.66%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
47
Increased
167
Reduced
128
Closed
52
Calls
$409K
Puts
Net Calls
+$409K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Shares
Change %
TC
26
Trilogy Capital
California
$56.1M +$44.7M +874,575 +389%
LRWA
27
Long Run Wealth Advisors
New York
$52.7M +$2.08M +40,733 +4%
VFA
28
Voya Financial Advisors
Connecticut
$47.7M -$1.98M -38,738 -4%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$44.2M +$2.35M +46,149 +6%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$40.8M +$2.66M +52,058 +7%
KIM
31
Kestra Investment Management
Texas
$38.6M +$12.7M +249,265 +49%
AWM
32
AE Wealth Management
Kansas
$38M -$2.3M -44,957 -6%
AP
33
Americana Partners
Texas
$37.7M +$4.45M +87,161 +13%
MA
34
MCF Advisors
Kentucky
$36.8M -$1.07M -20,868 -3%
Raymond James Financial
35
Raymond James Financial
Florida
$36.2M +$5.67M +111,035 +19%
NJBEST
36
New Jersey Better Educational Savings Trust
New Jersey
$35.7M
FBB
37
Fulton Breakefield Broenniman
Maryland
$32.3M +$18M +351,590 +125%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$26.8M +$26.5M +519,058 +7,927%
SCVTA
39
Santa Clara Valley Transportation Authority
California
$22.6M
CAG
40
Crestwood Advisors Group
Massachusetts
$22.3M +$1.49M +29,197 +7%
MNA
41
Manning & Napier Advisors
New York
$21.9M +$190K +3,711 +0.9%
Wells Fargo
42
Wells Fargo
California
$21.9M +$6.54M +128,056 +43%
Goldman Sachs
43
Goldman Sachs
New York
$19.5M -$9.81M -191,967 -33%
BEC
44
Blue Edge Capital
Virginia
$18.5M -$8.79K -172 -0%
SAM
45
Securian Asset Management
Minnesota
$18.4M +$1.73M +33,800 +10%
OIA
46
OneDigital Investment Advisors
Kansas
$17.9M -$94.9K -1,858 -0.5%
DJSG
47
D.J. St. Germain
Massachusetts
$17.3M +$3.21M +62,906 +23%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$15.8M +$5.71M +111,691 +57%
CFG
49
Cosner Financial Group
Colorado
$15M +$3.12M +61,079 +26%
BS
50
Banco Santander
Spain
$15M +$9.61M +188,120 +178%