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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

396 hedge funds and large institutions have $9.99B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 172 increasing their positions, 105 reducing their positions, and 64 closing their positions.

Holders
396
Holders Change
-21
Holders Change %
-5.04%
% of All Funds
5.32%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
53
Increased
172
Reduced
105
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.19B
2
Ameriprise
2
Ameriprise
Minnesota
$510M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$358M
4
Truist Financial
4
Truist Financial
North Carolina
$467M
5
BlackRock
5
BlackRock
New York
$362M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$192M
2
MG
2
Mather Group
Illinois
$2.68M
3
JSTA
3
Japan Science & Technology Agency
Japan
$195M
4
AWM
4
AE Wealth Management
Kansas
$563K
5
Morgan Stanley
5
Morgan Stanley
New York
$130M
Name Market Value Shares Shares
Change 		Shares
Change %
SMI
51
Shelter Mutual Insurance
Missouri
$14.8M 287,810 +3,000 +1%
DAS
52
Diversify Advisory Services
Utah
$14.5M 281,756 +169,687 +151%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$14.2M 276,349 +28,389 +11%
NYLIM
54
New York Life Investment Management
New York
$13.7M 266,028 +25,491 +11%
SPIA
55
Steward Partners Investment Advisory
New York
$13M 252,553 +10,469 +4%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$12.8M 249,127 +6,254 +3%
DWM
57
Destination Wealth Management
California
$12.7M 247,122 +5,031 +2%
RSWM
58
Robertson Stephens Wealth Management
California
$12.4M 240,233 -26,066 -10%
PPWP
59
Premier Path Wealth Partners
New Jersey
$11.4M 221,033 +8,463 +4%
WCA
60
Westover Capital Advisors
Delaware
$10.8M 209,536 -4,925 -2%
Goldman Sachs
61
Goldman Sachs
New York
$10.4M 202,614 -179,408 -47%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$10.2M 197,958 -6,814 -3%
GMA
63
Glassy Mountain Advisors
Maryland
$9.92M 192,807 +2,052 +1%
SW
64
Simplicity Wealth
New Jersey
$9.25M 179,816 +73,659 +69%
TCPG
65
Trivant Custom Portfolio Group
California
$8.93M 173,697 -1,506 -0.9%
DWM
66
Diversify Wealth Management
Utah
$8.25M 160,202 +19,448 +14%
SPC
67
Sigma Planning Corp
Michigan
$8.18M 158,999 -8,224 -5%
Comerica Bank
68
Comerica Bank
Texas
$8.16M 158,659 +10,943 +7%
SIA
69
Strategic Investment Advisors
Michigan
$8.07M 156,959 +16,882 +12%
CFG
70
CNO Financial Group
Indiana
$7.72M 150,000 – –
IWA
71
IVC Wealth Advisors
Pennsylvania
$7.03M 136,590 +29,558 +28%
CM
72
Columbus Macro
Pennsylvania
$6.58M 127,929 +27,790 +28%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$6.47M 126,468 +12,287 +11%
Vontobel Holding
74
Vontobel Holding
Switzerland
$6.43M 125,000 – –
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.2M 120,566 -19,340 -14%
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