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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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$3.1M
Renaissance Technologies
102
Renaissance Technologies
New York
$2.85M
CLOS
103
Compagnie Lombard Odier SCmA
Switzerland
$2.83M
PP
104
Prudential plc
United Kingdom
$2.78M
GI
105
GLOBALT Investments
Georgia
$2.78M
NA
106
NewEdge Advisors
Louisiana
$2.7M
MG
107
Mather Group
Illinois
$2.68M
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$2.47M
FSWA
109
Financial Synergies Wealth Advisors
Texas
$2.46M
KF
110
K2 Financial
California
$2.43M
SIM
111
Stratos Investment Management
Ohio
$2.31M
FTS
112
Fifth Third Securities
Ohio
$2.29M
CFGF
113
Compass Financial Group (Florida)
Florida
$2.23M
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$2.2M
EWA
115
EverSource Wealth Advisors
Alabama
$2.12M
AWS
116
Atria Wealth Solutions
New York
$2.01M
Pictet Asset Management
117
Pictet Asset Management
Switzerland
$1.99M
FWIA
118
Fort Washington Investment Advisors
Ohio
$1.98M
1L
119
10Elms LLP
Oklahoma
$1.96M
SAM
120
Summit Asset Management
Tennessee
$1.95M
BS
121
Banco Santander
Spain
$1.93M
PAS
122
Park Avenue Securities
New York
$1.91M
AWM
123
Arista Wealth Management
Nevada
$1.89M
SEIA
124
Signature Estate & Investment Advisors
California
$1.87M
TPW
125
Transatlantique Private Wealth
New York
$1.83M