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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 %
PIMG
151
Patriot Investment Management Group
Tennessee
$1.28M +$7.36K +144 +0.6%
PP
152
Prudential plc
United Kingdom
$1.28M +$1.28M +25,000 New
PWM
153
Pines Wealth Management
North Carolina
$1.27M +$24.3K +489 +2%
YWM
154
Yukon Wealth Management
Kansas
$1.22M +$1.22M +23,912 New
BOSSRA
155
B.O.S.S. Retirement Advisors
Utah
$1.19M -$141K -2,760 -11%
AWA
156
Arete Wealth Advisors
Illinois
$1.18M +$295K +5,772 +33%
CWMGP
157
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.18M -$116K -2,275 -9%
Fisher Asset Management
158
Fisher Asset Management
Washington
$1.13M -$352K -6,892 -24%
VVP
159
Venture Visionary Partners
Ohio
$1.12M -$79.6K -1,558 -7%
DFA
160
DHK Financial Advisors
New Hampshire
$1.1M +$552K +10,800 +100%
DI
161
Diligent Investors
California
$1.08M -$73.7K -1,443 -6%
LSA
162
Lion Street Advisors
Texas
$1.08M -$766 -15 -0.1%
TA
163
TFB Advisors
Kansas
$1.07M -$59.8K -1,170 -5%
CS
164
Capital Square
Tennessee
$1.07M +$118K +2,305 +12%
LIM
165
Leavell Investment Management
Alabama
$1.06M -$15.3K -300 -1%
PS
166
Principal Securities
Iowa
$1.01M
SA
167
Sovran Advisors
California
$1M -$146K -2,902 -13%
IWC
168
Integrated Wealth Concepts
Massachusetts
$1,000K -$3.83K -75 -0.4%
AIM
169
Advyzon Investment Management
Illinois
$980K -$137K -2,687 -12%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$977K +$977K +19,120 New
C
171
Croban
Ohio
$976K -$389K -7,616 -29%
VHAM
172
Van Hulzen Asset Management
California
$920K +$41.8K +818 +5%
TCM
173
Triumph Capital Management
Colorado
$916K +$215K +4,200 +31%
SAM
174
Smartleaf Asset Management
Massachusetts
$903K +$260K +5,094 +40%
MML Investors Services
175
MML Investors Services
Massachusetts
$869K +$136K +2,667 +19%