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iShares Broad USD Investment Grade Corporate Bond ETF

397 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, 105 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-20
Holders Change %
-4.8%
% 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
173
Reduced
105
Closed
65
Calls
$406K
Puts
Net Calls
+$406K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
151
Leavell Investment Management
Alabama
$1.03M -$33.4K -650 -3%
SAM
152
Smartleaf Asset Management
Massachusetts
$1.03M +$121K +2,358 +13%
AIM
153
Advyzon Investment Management
Illinois
$1.03M +$39.5K +768 +4%
AFG
154
Atomi Financial Group
New York
$1.02M +$779K +15,137 +319%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$1.02M +$1.02M +19,815 New
PS
156
Principal Securities
Iowa
$1.01M -$22.1K -430 -2%
PWM
157
Pines Wealth Management
North Carolina
$986K -$323K -6,318 -25%
VHAM
158
Van Hulzen Asset Management
California
$951K +$24.2K +471 +3%
TCM
159
Triumph Capital Management
Colorado
$946K +$23.9K +464 +3%
C
160
Croban
Ohio
$937K -$45.7K -888 -5%
PIM
161
Penobscot Investment Management
Massachusetts
$903K +$46.3K +900 +5%
CP
162
Cumberland Partners
Ontario, Canada
$860K +$213K +4,135 +33%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$850K +$365K +7,099 +75%
AWA
164
Arkadios Wealth Advisors
Georgia
$831K +$20.1K +390 +2%
CAG
165
Csenge Advisory Group
Florida
$803K +$146K +2,876 +22%
Cerity Partners
166
Cerity Partners
New York
$801K -$6.13M -119,134 -88%
FTUS
167
Flow Traders U.S.
New York
$795K -$3.45M -67,081 -81%
GVAG
168
Great Valley Advisor Group
Delaware
$781K +$18.3K +355 +2%
WA
169
Wealthstar Advisors
Texas
$776K -$8.69K -169 -1%
Natixis Advisors
170
Natixis Advisors
Massachusetts
$760K +$38.9K +756 +5%
BCM
171
Brookstone Capital Management
Illinois
$758K -$8.28K -161 -1%
DTC
172
Davidson Trust Company
Washington
$741K +$7.2K +140 +1%
Northern Trust
173
Northern Trust
Illinois
$735K +$94.1K +1,829 +15%
BPA
174
Beacon Pointe Advisors
California
$719K -$11.9K -232 -2%
GWMR
175
GC Wealth Management RIA
Massachusetts
$718K +$49.6K +965 +7%