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iShares Broad USD Investment Grade Corporate Bond ETF

412 hedge funds and large institutions have $10.6B 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, 159 increasing their positions, 123 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
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
DZ Bank
201
DZ Bank
Germany
$633K
UAG
202
United Advisor Group
Ohio
$612K
CIA
203
Concurrent Investment Advisors
Florida
$611K
FIA
204
Foundations Investment Advisors
Arizona
$606K
VFG
205
Valley Financial Group
Pennsylvania
$603K
AWM
206
AE Wealth Management
Kansas
$599K
AWM
207
Alterna Wealth Management
Texas
$596K
YWM
208
Yukon Wealth Management
Kansas
$592K
Corient Private Wealth
209
Corient Private Wealth
Florida
$578K
EWA
210
Exencial Wealth Advisors
Oklahoma
$562K
1WM
211
1900 Wealth Management
Texas
$561K
AI
212
Atria Investments
North Carolina
$560K
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$552K
CWM
214
Cahaba Wealth Management
Georgia
$552K
SF
215
Synovus Financial
Georgia
$545K
CFA
216
Cahill Financial Advisors
Minnesota
$542K
PNAA
217
Pictet North America Advisors
Switzerland
$529K
SS
218
SBI Securities
Japan
$515K
CFGA
219
Cambridge Financial Group (Arizona)
Arizona
$513K
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$512K
PWM
221
Perigon Wealth Management
California
$497K
AWM
222
Apollon Wealth Management
South Carolina
$493K
KOC
223
Koss-Olinger Consulting
Florida
$481K
WFAG
224
Wescott Financial Advisory Group
Pennsylvania
$478K
MCM
225
MAI Capital Management
Ohio
$478K