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iShares Broad USD Investment Grade Corporate Bond ETF

399 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, 106 reducing their positions, and 66 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)

20% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 66

Holders
399
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
DFA
201
DHK Financial Advisors
New Hampshire
$556K
1WM
202
1900 Wealth Management
Texas
$552K
PNAA
203
Pictet North America Advisors
Switzerland
$547K
CWM
204
Cahaba Wealth Management
Georgia
$537K
CFA
205
Cahill Financial Advisors
Minnesota
$536K
SF
206
Synovus Financial
Georgia
$525K
AWA
207
Arete Wealth Advisors
Illinois
$523K
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$523K
CIAS
209
Capital Investment Advisory Services
North Carolina
$520K
UAG
210
United Advisor Group
Ohio
$516K
EWA
211
Exencial Wealth Advisors
Oklahoma
$507K
SIM
212
Synergy Investment Management
Florida
$504K
KOC
213
Koss-Olinger Consulting
Florida
$481K
VFG
214
Valley Financial Group
Pennsylvania
$480K
MCM
215
MAI Capital Management
Ohio
$476K
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$461K
SAW
217
Signal Advisors Wealth
Michigan
$458K
WIA
218
World Investment Advisors
California
$456K
WFAG
219
Wescott Financial Advisory Group
Pennsylvania
$455K
TC
220
TownSquare Capital
Utah
$441K
Lido Advisors
221
Lido Advisors
California
$439K
LWM
222
Lyell Wealth Management
California
$419K
PWM
223
Perigon Wealth Management
California
$417K
Corient Private Wealth
224
Corient Private Wealth
Florida
$401K
MWM
225
Mission Wealth Management
California
$398K