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iShares Broad USD Investment Grade Corporate Bond ETF

440 hedge funds and large institutions have $11.9B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 109 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 41

68% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 109

9% more capital invested

Capital invested by funds: $10.9B → $11.9B (+$1.02B)

4.92% more ownership

Funds ownership: 71.62%76.54% (+4.9%)

5% more funds holding

Funds holding: 420440 (+20)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
440
Holders Change
+20
Holders Change %
+4.76%
% of All Funds
5.35%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
70
Increased
183
Reduced
109
Closed
41
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
226
Atria Investments
North Carolina
$507K -$47.8K -917 -9%
RIA
227
Regal Investment Advisors
Michigan
$504K +$235K +4,519 +87%
TSS
228
Two Sigma Securities
New York
$503K +$199K +3,821 +65%
FTUS
229
Flow Traders U.S.
New York
$497K +$500K +9,604 New
CRC
230
Curi RMB Capital
Illinois
$489K +$492K +9,455 New
PWM
231
Perigon Wealth Management
California
$484K -$9.32K -179 -2%
PEWA
232
Pacific Excel Wealth Advisors
California
$479K +$482K +9,256 New
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$472K -$36.5K -701 -7%
WFAG
234
Wescott Financial Advisory Group
Pennsylvania
$471K -$3.07K -59 -0.6%
WA
235
Waystone Advisors
Washington
$468K +$471K +9,043 New
AWM
236
Apollon Wealth Management
South Carolina
$451K -$38.4K -738 -8%
SS
237
SBI Securities
Japan
$451K -$60.4K -1,160 -12%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$446K -$727K -13,950 -62%
GAM
239
Gotham Asset Management
New York
$445K +$223K +4,273 +99%
LMFP
240
Larry Mathis Financial Planning
Arizona
$431K +$434K +8,334 New
AWM
241
Accurate Wealth Management
Florida
$430K +$62.4K +1,198 +17%
DE
242
Diversified Enterprises
Delaware
$428K +$182K +3,494 +73%
GWMR
243
GC Wealth Management RIA
Massachusetts
$425K -$300K -5,765 -41%
FFN
244
Focus Financial Network
Minnesota
$422K +$425K +8,154 New
MC
245
Moors & Cabot
Massachusetts
$416K +$573 +11 +0.1%
VFG
246
Valley Financial Group
Pennsylvania
$414K -$184K -3,542 -31%
FA
247
Flagstar Advisors
New York
$410K +$17.3K +333 +4%
CFGA
248
Cambridge Financial Group (Arizona)
Arizona
$408K -$103K -1,976 -20%
IFG
249
Independent Financial Group
California
$395K +$54.6K +1,049 +16%
AFP
250
Ausdal Financial Partners
Iowa
$389K +$47.3K +909 +14%