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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 %
PIM
176
Penobscot Investment Management
Massachusetts
$851K -$169K -3,300 -17%
SAW
177
Signal Advisors Wealth
Michigan
$845K +$18.3K +359 +2%
AWA
178
Arkadios Wealth Advisors
Georgia
$806K +$25.1K +491 +3%
JWCA
179
J.W. Cole Advisors
Florida
$795K +$420K +8,229 +112%
BCG
180
Breakwater Capital Group
New Jersey
$786K -$99.8K -1,953 -11%
WA
181
Wealthstar Advisors
Texas
$779K -$24.4K -477 -3%
CFS
182
CRA Financial Services
New Jersey
$777K +$5.21K +102 +0.7%
BCM
183
Brookstone Capital Management
Illinois
$760K -$53.4K -1,045 -7%
MBT
184
Montecito Bank & Trust
California
$760K
GVAG
185
Great Valley Advisor Group
Delaware
$757K +$40.6K +794 +6%
CPL
186
CAP Partners LLC
Tennessee
$743K -$40.1K -785 -5%
DTC
187
Davidson Trust Company
Washington
$729K +$4.75K +93 +0.7%
BPA
188
Beacon Pointe Advisors
California
$725K +$2.55K +50 +0.4%
Natixis Advisors
189
Natixis Advisors
Massachusetts
$716K +$31.4K +614 +5%
MMA
190
Miracle Mile Advisors
California
$715K +$32.7K +641 +5%
IAA
191
Independent Advisor Alliance
North Carolina
$713K +$507K +9,918 +245%
Q1WB
192
Quest 10 Wealth Builders
Virginia
$693K +$12.5K +244 +2%
State Farm Mutual Automobile Insurance
193
State Farm Mutual Automobile Insurance
Illinois
$691K +$610K +11,948 +757%
OMC
194
Old Mission Capital
Illinois
$686K +$686K +13,430 New
CCA
195
Cobblestone Capital Advisors
New York
$683K -$134K -2,625 -16%
EIA
196
Edgemoor Investment Advisors
Maryland
$680K
MSWMA
197
Market Street Wealth Management Advisors
Indiana
$677K -$30.4K -596 -4%
AWM
198
Apollon Wealth Management
South Carolina
$664K -$49.9K -976 -7%
GWMR
199
GC Wealth Management RIA
Massachusetts
$664K +$308K +6,034 +87%
GSEP
200
Golden State Equity Partners
California
$653K -$476K -9,316 -42%