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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
LIM
151
Leavell Investment Management
Alabama
$1.03M
SAM
152
Smartleaf Asset Management
Massachusetts
$1.03M
AIM
153
Advyzon Investment Management
Illinois
$1.03M
AFG
154
Atomi Financial Group
New York
$1.02M
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$1.02M
PS
156
Principal Securities
Iowa
$1.01M
PWM
157
Pines Wealth Management
North Carolina
$986K
VHAM
158
Van Hulzen Asset Management
California
$951K
TCM
159
Triumph Capital Management
Colorado
$946K
C
160
Croban
Ohio
$937K
PIM
161
Penobscot Investment Management
Massachusetts
$903K
CP
162
Cumberland Partners
Ontario, Canada
$860K
Fidelity Investments
163
Fidelity Investments
Massachusetts
$850K
AWA
164
Arkadios Wealth Advisors
Georgia
$831K
CAG
165
Csenge Advisory Group
Florida
$803K
Cerity Partners
166
Cerity Partners
New York
$801K
FTUS
167
Flow Traders U.S.
New York
$795K
GVAG
168
Great Valley Advisor Group
Delaware
$781K
WA
169
Wealthstar Advisors
Texas
$776K
Natixis Advisors
170
Natixis Advisors
Massachusetts
$760K
BCM
171
Brookstone Capital Management
Illinois
$758K
DTC
172
Davidson Trust Company
Washington
$741K
Northern Trust
173
Northern Trust
Illinois
$735K
BPA
174
Beacon Pointe Advisors
California
$719K
GWMR
175
GC Wealth Management RIA
Massachusetts
$718K