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iShares Broad USD Investment Grade Corporate Bond ETF

414 hedge funds and large institutions have $10.9B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 160 increasing their positions, 124 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$663K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$1.18M
SC
152
Saiph Capital
New Jersey
$1.17M
BRWA
153
B. Riley Wealth Advisors
Florida
$1.16M
LSA
154
Lion Street Advisors
Texas
$1.16M
JWCA
155
J.W. Cole Advisors
Florida
$1.15M
WA
156
Waverly Advisors
Alabama
$1.12M
AWA
157
Arkadios Wealth Advisors
Georgia
$1.06M
VHAM
158
Van Hulzen Asset Management
California
$985K
Jones Financial Companies
159
Jones Financial Companies
Missouri
$985K
TCM
160
Triumph Capital Management
Colorado
$979K
DI
161
Diligent Investors
California
$976K
PS
162
Principal Securities
Iowa
$954K
IWC
163
Integrated Wealth Concepts
Massachusetts
$947K
PWM
164
Pines Wealth Management
North Carolina
$946K
CP
165
Cumberland Partners
Ontario, Canada
$946K
BCG
166
Breakwater Capital Group
New Jersey
$923K
NP
167
NorthRock Partners
Minnesota
$921K
PIM
168
Penobscot Investment Management
Massachusetts
$917K
CAG
169
Csenge Advisory Group
Florida
$907K
BA
170
Bristlecone Advisors
Washington
$903K
C
171
Croban
Ohio
$887K
AWA
172
Arete Wealth Advisors
Illinois
$869K
CPL
173
CAP Partners LLC
Tennessee
$854K
Members Trust
174
Members Trust
Florida
$829K
Natixis Advisors
175
Natixis Advisors
Massachusetts
$796K