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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 %
AAS
101
Avantax Advisory Services
Texas
$4.07M +$171K +3,354 +4%
KeyBank National Association
102
KeyBank National Association
Ohio
$3.97M -$28K -549 -0.7%
FC
103
Fjell Capital
North Dakota
$3.93M +$159K +3,118 +4%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$3.68M +$340K +6,657 +10%
KFS
105
Kelly Financial Services
Massachusetts
$3.66M +$529K +10,358 +17%
LPFG
106
Landing Point Financial Group
Ohio
$3.56M +$610K +11,941 +21%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$3.37M -$427K -8,358 -11%
WC
108
Waterloo Capital
Texas
$3.36M -$4.3M -84,151 -56%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$3.34M -$2.25M -44,109 -40%
GI
110
GLOBALT Investments
Georgia
$3.07M +$1.81M +35,464 +144%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$3.06M +$653K +12,792 +27%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$3M -$570K -11,164 -16%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$2.9M -$107K -2,087 -4%
CLOS
114
Compagnie Lombard Odier SCmA
Switzerland
$2.83M +$5.11K +100 +0.2%
FA
115
Financial Avengers
California
$2.79M +$776K +15,196 +39%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$2.68M +$2.68M +52,500 New
LI
117
LifeWealth Investments
Florida
$2.67M +$1M +19,578 +60%
AWS
118
Atria Wealth Solutions
New York
$2.54M -$1.19M -23,300 -32%
Pictet Asset Management
119
Pictet Asset Management
Switzerland
$2.44M +$595K +11,639 +32%
Mariner
120
Mariner
Kansas
$2.3M +$69.6K +1,363 +3%
CFGF
121
Compass Financial Group (Florida)
Florida
$2.26M +$1.94K +38 +0.1%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$2.22M -$272K -5,318 -11%
SIM
123
Stratos Investment Management
Ohio
$2.16M +$33K +647 +2%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$2.15M -$1.65M -32,276 -43%
GWM
125
Geneos Wealth Management
Colorado
$2.12M +$1.91M +37,327 +881%