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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
GWMR
176
GC Wealth Management RIA
Massachusetts
$718K
SCM
177
Seascape Capital Management
New Hampshire
$714K
CPL
178
CAP Partners LLC
Tennessee
$698K
EIA
179
Edgemoor Investment Advisors
Maryland
$697K
CFS
180
CRA Financial Services
New Jersey
$697K
BCG
181
Breakwater Capital Group
New Jersey
$688K
MSWMA
182
Market Street Wealth Management Advisors
Indiana
$682K
FIA
183
Foundations Investment Advisors
Arizona
$678K
CCA
184
Cobblestone Capital Advisors
New York
$675K
CGFA
185
Colton Groome Financial Advisors
North Carolina
$675K
PAG
186
Private Advisor Group
New Jersey
$664K
GSEP
187
Golden State Equity Partners
California
$658K
Jones Financial Companies
188
Jones Financial Companies
Missouri
$653K
NAM
189
NTV Asset Management
West Virginia
$632K
AI
190
Atria Investments
North Carolina
$631K
SF
191
Summit Financial
New Jersey
$619K
AWM
192
Apollon Wealth Management
South Carolina
$599K
BCI
193
Brinker Capital Investments
Pennsylvania
$596K
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$595K
CIA
195
Concurrent Investment Advisors
Florida
$588K
AWM
196
Alterna Wealth Management
Texas
$587K
YWM
197
Yukon Wealth Management
Kansas
$583K
BRWA
198
B. Riley Wealth Advisors
Florida
$571K
AWM
199
AE Wealth Management
Kansas
$563K
SS
200
SBI Securities
Japan
$559K