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iShares Broad USD Investment Grade Corporate Bond ETF

400 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, 174 increasing their positions, 105 reducing their positions, and 67 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)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

Holders
400
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
DI
151
Diligent Investors
California
$1.04M
LIM
152
Leavell Investment Management
Alabama
$1.03M
SAM
153
Smartleaf Asset Management
Massachusetts
$1.03M
AIM
154
Advyzon Investment Management
Illinois
$1.03M
AFG
155
Atomi Financial Group
New York
$1.02M
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$1.02M
PS
157
Principal Securities
Iowa
$1.01M
PWM
158
Pines Wealth Management
North Carolina
$986K
VHAM
159
Van Hulzen Asset Management
California
$951K
TCM
160
Triumph Capital Management
Colorado
$946K
C
161
Croban
Ohio
$937K
PIM
162
Penobscot Investment Management
Massachusetts
$903K
CP
163
Cumberland Partners
Ontario, Canada
$860K
Fidelity Investments
164
Fidelity Investments
Massachusetts
$850K
AWA
165
Arkadios Wealth Advisors
Georgia
$831K
CAG
166
Csenge Advisory Group
Florida
$803K
Cerity Partners
167
Cerity Partners
New York
$801K
FTUS
168
Flow Traders U.S.
New York
$795K
GVAG
169
Great Valley Advisor Group
Delaware
$781K
WA
170
Wealthstar Advisors
Texas
$776K
Natixis Advisors
171
Natixis Advisors
Massachusetts
$760K
BCM
172
Brookstone Capital Management
Illinois
$758K
DTC
173
Davidson Trust Company
Washington
$741K
Northern Trust
174
Northern Trust
Illinois
$735K
BPA
175
Beacon Pointe Advisors
California
$719K