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iShares Broad USD Investment Grade Corporate Bond ETF

417 hedge funds and large institutions have $10.9B 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, 162 increasing their positions, 124 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
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
NAM
201
NTV Asset Management
West Virginia
$649K
HighTower Advisors
202
HighTower Advisors
Illinois
$638K
DZ Bank
203
DZ Bank
Germany
$633K
UAG
204
United Advisor Group
Ohio
$612K
CIA
205
Concurrent Investment Advisors
Florida
$611K
FIA
206
Foundations Investment Advisors
Arizona
$606K
VFG
207
Valley Financial Group
Pennsylvania
$603K
AWM
208
AE Wealth Management
Kansas
$599K
AWM
209
Alterna Wealth Management
Texas
$596K
YWM
210
Yukon Wealth Management
Kansas
$592K
Corient Private Wealth
211
Corient Private Wealth
Florida
$578K
EWA
212
Exencial Wealth Advisors
Oklahoma
$562K
1WM
213
1900 Wealth Management
Texas
$561K
AI
214
Atria Investments
North Carolina
$560K
Koshinski Asset Management
215
Koshinski Asset Management
Illinois
$552K
CWM
216
Cahaba Wealth Management
Georgia
$552K
SF
217
Synovus Financial
Georgia
$545K
CFA
218
Cahill Financial Advisors
Minnesota
$542K
PNAA
219
Pictet North America Advisors
Switzerland
$529K
SS
220
SBI Securities
Japan
$515K
CFGA
221
Cambridge Financial Group (Arizona)
Arizona
$513K
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$512K
PWM
223
Perigon Wealth Management
California
$497K
AWM
224
Apollon Wealth Management
South Carolina
$493K
KOC
225
Koss-Olinger Consulting
Florida
$481K