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