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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
Fisher Asset Management
126
Fisher Asset Management
Washington
$1.79M
VFA
127
Valeo Financial Advisors
Indiana
$1.78M
TWM
128
Tolleson Wealth Management
Texas
$1.7M
GCA
129
Greenwood Capital Associates
South Carolina
$1.69M
Mariner
130
Mariner
Kansas
$1.65M
Creative Planning
131
Creative Planning
Kansas
$1.65M
BA
132
Bellwether Advisors
Nebraska
$1.54M
KPWS
133
Kestra Private Wealth Services
Texas
$1.51M
WA
134
WBH Advisory
Maryland
$1.43M
MIA
135
MMBG Investment Advisors
Florida
$1.43M
GWM
136
Geneos Wealth Management
Colorado
$1.38M
SFA
137
Sequoia Financial Advisors
Ohio
$1.38M
SFS
138
Sowell Financial Services
Arkansas
$1.29M
PIMG
139
Patriot Investment Management Group
Tennessee
$1.27M
UCFA
140
United Capital Financial Advisors
Texas
$1.21M
JWCA
141
J.W. Cole Advisors
Florida
$1.19M
IWC
142
Integrated Wealth Concepts
Massachusetts
$1.18M
SC
143
Saiph Capital
New Jersey
$1.16M
CS
144
Capital Square
Tennessee
$1.14M
VVP
145
Venture Visionary Partners
Ohio
$1.14M
WA
146
Waverly Advisors
Alabama
$1.13M
GRP
147
Global Retirement Partners
California
$1.13M
TA
148
TFB Advisors
Kansas
$1.1M
LSA
149
Lion Street Advisors
Texas
$1.06M
DI
150
Diligent Investors
California
$1.04M