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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
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$389K +$164K +3,140 +72%
BEI
252
Benjamin Edwards Inc
Missouri
$384K +$386K +7,414 New
PA
253
PFG Advisors
Arizona
$376K -$393K -7,551 -51%
PTC
254
Private Trust Company
Ohio
$366K +$313 +6 +0.1%
SWP
255
Sagespring Wealth Partners
Tennessee
$364K +$12K +231 +3%
SSCM
256
Spectrum Strategic Capital Management
Oregon
$362K +$364K +6,984 New
SAG
257
SageView Advisory Group
California
$358K +$677 +13 +0.2%
SCA
258
Snowden Capital Advisors
New York
$355K +$11.5K +221 +3%
LWM
259
Lyell Wealth Management
California
$347K
SAW
260
Signal Advisors Wealth
Michigan
$340K -$44.2K -849 -11%
HCA
261
Harbor Capital Advisors
Illinois
$337K +$151K +2,903 +80%
MCWA
262
Meadow Creek Wealth Advisors
Georgia
$336K -$35.3K -678 -9%
P
263
&Partners
Tennessee
$331K +$333K +6,399 New
NPT
264
National Philanthropic Trust
Pennsylvania
$328K +$330K +6,335 New
MYIA
265
Mount Yale Investment Advisors
Colorado
$326K -$985K -18,907 -75%
VAS
266
Vestmark Advisory Solutions
Massachusetts
$326K -$985K -18,907 -75%
IIA
267
IPG Investment Advisors
California
$313K -$5.89K -113 -2%
SWP
268
Stratos Wealth Partners
Ohio
$311K +$35.7K +685 +13%
CPIG
269
Chicago Partners Investment Group
Illinois
$310K
William Blair & Company
270
William Blair & Company
Illinois
$310K +$100K +1,923 +47%
CWP
271
Cyndeo Wealth Partners
Florida
$306K +$4.06K +78 +1%
MWM
272
Mission Wealth Management
California
$302K -$42.1K -809 -12%
PFS
273
Prospera Financial Services
Texas
$289K -$17.6K -338 -6%
TNA
274
True North Advisors
Texas
$288K +$4.53K +87 +2%
MFG
275
Magnus Financial Group
New York
$286K -$5.52K -106 -2%