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iShares Broad USD Investment Grade Corporate Bond ETF

455 hedge funds and large institutions have $15.5B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 190 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

56% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 122

30% more capital invested

Capital invested by funds: $11.9B → $15.5B (+$3.62B)

14.76% more ownership

Funds ownership: 76.54%91.3% (+15%)

3% more funds holding

Funds holding: 440455 (+15)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
455
Holders Change
+15
Holders Change %
+3.41%
% of All Funds
5.6%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.21%
New
63
Increased
190
Reduced
122
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.16B +$574M +11,082,553 +22%
UBS Group
2
UBS Group
Switzerland
$2.87B +$2.69B +52,031,591 +1,285%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$1.04B +$74.2M +1,432,900 +8%
Ameriprise
4
Ameriprise
Minnesota
$955M +$110M +2,128,050 +13%
UBS AM
5
UBS AM
Illinois
$595M +$438M +8,458,989 +268%
TWIM
6
TIAA Wealth Investment Management
New York
$579M +$589M +11,369,294 New
Truist Financial
7
Truist Financial
North Carolina
$551M +$40.5M +782,989 +8%
AssetMark Inc
8
AssetMark Inc
California
$521M +$26.4M +510,490 +5%
TCIIS
9
TIAA-CREF Individual & Institutional Services
New York
$468M +$473M +9,139,303 New
BlackRock
10
BlackRock
New York
$424M +$16.9M +325,617 +4%
Stifel Financial
11
Stifel Financial
Missouri
$364M +$20.1M +388,257 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$356M -$46.1M -890,777 -11%
AF
13
Allworth Financial
California
$300M +$3.94M +76,199 +1%
NDSIB
14
North Dakota State Investment Board
North Dakota
$269M
Franklin Resources
15
Franklin Resources
California
$252M -$795K -15,350 -0.3%
LPL Financial
16
LPL Financial
California
$177M +$33.4M +645,199 +23%
SEI Investments
17
SEI Investments
Pennsylvania
$172M +$9.52M +183,881 +6%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$163M +$41.6M +802,706 +34%
VA
19
Valmark Advisers
Ohio
$154M +$3.2M +61,864 +2%
Morgan Stanley
20
Morgan Stanley
New York
$144M +$2.52M +48,759 +2%
Asset Management One
21
Asset Management One
Japan
$142M +$20.6M +396,954 +17%
Wells Fargo
22
Wells Fargo
California
$99.1M +$3.97M +76,702 +4%
JP Morgan Chase
23
JP Morgan Chase
New York
$91.8M +$18.2M +350,767 +24%
AWE
24
Avidian Wealth Enterprises
Texas
$86.7M +$8.5M +164,221 +11%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$81.1M +$729K +14,073 +0.9%