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iShares Broad USD Investment Grade Corporate Bond ETF

399 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, 173 increasing their positions, 106 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

20% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 66

Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$406K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$904M
2 +$88.7M
3 +$73M
4
Truist Financial
Truist Financial
North Carolina
+$72.3M
5
BlackRock
BlackRock
New York
+$69.2M

Top Sellers

1 -$137M
2 -$69.7M
3 -$40M
4
AWM
AE Wealth Management
Kansas
-$37.7M
5
Morgan Stanley
Morgan Stanley
New York
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SMI
51
Shelter Mutual Insurance
Missouri
$14.8M
DAS
52
Diversify Advisory Services
Utah
$14.5M
BCWM
53
Bartlett & Co Wealth Management
Ohio
$14.2M
NYLIM
54
New York Life Investment Management
New York
$13.7M
SPIA
55
Steward Partners Investment Advisory
New York
$13M
HSBC Holdings
56
HSBC Holdings
United Kingdom
$12.8M
DWM
57
Destination Wealth Management
California
$12.7M
RSWM
58
Robertson Stephens Wealth Management
California
$12.4M
PPWP
59
Premier Path Wealth Partners
New Jersey
$11.4M
WCA
60
Westover Capital Advisors
Delaware
$10.8M
Goldman Sachs
61
Goldman Sachs
New York
$10.4M
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$10.2M
GMA
63
Glassy Mountain Advisors
Maryland
$9.92M
SW
64
Simplicity Wealth
New Jersey
$9.25M
TCPG
65
Trivant Custom Portfolio Group
California
$8.93M
DWM
66
Diversify Wealth Management
Utah
$8.25M
SPC
67
Sigma Planning Corp
Michigan
$8.18M
Comerica Bank
68
Comerica Bank
Texas
$8.16M
SIA
69
Strategic Investment Advisors
Michigan
$8.07M
CFG
70
CNO Financial Group
Indiana
$7.72M
IWA
71
IVC Wealth Advisors
Pennsylvania
$7.03M
CM
72
Columbus Macro
Pennsylvania
$6.58M
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$6.47M
Vontobel Holding
74
Vontobel Holding
Switzerland
$6.43M
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.2M