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iShares Broad USD Investment Grade Corporate Bond ETF

397 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, 105 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-20
Holders Change %
-4.8%
% of All Funds
5.32%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
53
Increased
173
Reduced
105
Closed
65
Calls
$406K
Puts
Net Calls
+$406K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
201
DHK Financial Advisors
New Hampshire
$556K -$556K -10,800 -50%
1WM
202
1900 Wealth Management
Texas
$552K -$257 -5 -0%
PNAA
203
Pictet North America Advisors
Switzerland
$547K +$547K +10,640 New
CWM
204
Cahaba Wealth Management
Georgia
$537K +$6.17K +120 +1%
CFA
205
Cahill Financial Advisors
Minnesota
$536K +$536K +10,419 New
SF
206
Synovus Financial
Georgia
$525K +$8.03K +156 +2%
AWA
207
Arete Wealth Advisors
Illinois
$523K -$667K -12,962 -56%
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$523K +$143K +2,778 +38%
CIAS
209
Capital Investment Advisory Services
North Carolina
$520K +$150K +2,922 +41%
UAG
210
United Advisor Group
Ohio
$516K +$276K +5,369 +115%
EWA
211
Exencial Wealth Advisors
Oklahoma
$507K +$205K +3,983 +68%
SIM
212
Synergy Investment Management
Florida
$504K -$855K -16,615 -63%
KOC
213
Koss-Olinger Consulting
Florida
$481K +$1.13K +22 +0.2%
VFG
214
Valley Financial Group
Pennsylvania
$480K +$1.34K +26 +0.3%
MCM
215
MAI Capital Management
Ohio
$476K +$18K +349 +4%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$461K +$97.3K +1,891 +27%
SAW
217
Signal Advisors Wealth
Michigan
$458K -$393K -7,643 -46%
WIA
218
World Investment Advisors
California
$456K -$52K -1,010 -10%
WFAG
219
Wescott Financial Advisory Group
Pennsylvania
$455K +$2.47K +48 +0.5%
TC
220
TownSquare Capital
Utah
$441K -$57.5K -1,117 -12%
Lido Advisors
221
Lido Advisors
California
$439K
LWM
222
Lyell Wealth Management
California
$419K -$85.6K -1,665 -17%
PWM
223
Perigon Wealth Management
California
$417K +$36.7K +713 +10%
Corient Private Wealth
224
Corient Private Wealth
Florida
$401K -$113K -2,205 -22%
MWM
225
Mission Wealth Management
California
$398K