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iShares Broad USD Investment Grade Corporate Bond ETF

417 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, 162 increasing their positions, 124 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
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
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$1.18M
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$1.18M
SC
153
Saiph Capital
New Jersey
$1.17M
BRWA
154
B. Riley Wealth Advisors
Florida
$1.16M
LSA
155
Lion Street Advisors
Texas
$1.16M
JWCA
156
J.W. Cole Advisors
Florida
$1.15M
WA
157
Waverly Advisors
Alabama
$1.12M
AWA
158
Arkadios Wealth Advisors
Georgia
$1.06M
VHAM
159
Van Hulzen Asset Management
California
$985K
Jones Financial Companies
160
Jones Financial Companies
Missouri
$985K
TCM
161
Triumph Capital Management
Colorado
$979K
DI
162
Diligent Investors
California
$976K
PS
163
Principal Securities
Iowa
$954K
IWC
164
Integrated Wealth Concepts
Massachusetts
$947K
PWM
165
Pines Wealth Management
North Carolina
$946K
CP
166
Cumberland Partners
Ontario, Canada
$946K
BCG
167
Breakwater Capital Group
New Jersey
$923K
NP
168
NorthRock Partners
Minnesota
$921K
PIM
169
Penobscot Investment Management
Massachusetts
$917K
CAG
170
Csenge Advisory Group
Florida
$907K
BA
171
Bristlecone Advisors
Washington
$903K
C
172
Croban
Ohio
$887K
AWA
173
Arete Wealth Advisors
Illinois
$869K
CPL
174
CAP Partners LLC
Tennessee
$854K
Members Trust
175
Members Trust
Florida
$829K