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iShares Broad USD Investment Grade Corporate Bond ETF

420 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, 164 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

31% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 125

9% more capital invested

Capital invested by funds: $10B → $10.9B (+$874M)

4% more funds holding

Funds holding: 403420 (+17)

0.54% more ownership

Funds ownership: 71.08%71.62% (+0.54%)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
420
Holders Change
+17
Holders Change %
+4.22%
% of All Funds
5.51%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
64
Increased
164
Reduced
125
Closed
38
Calls
$663K
Puts
Net Calls
+$663K
Net Calls Change
+$257K
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
276
Root Financial Partners
California
$252K +$249K +4,832 New
FA
277
FDx Advisors
Illinois
$250K +$1.34K +26 +0.5%
TC
278
Truvestments Capital
Florida
$250K -$7.02K -136 -3%
DE
279
Diversified Enterprises
Delaware
$249K +$1.5K +29 +0.6%
SCG
280
Sonata Capital Group
Washington
$247K
JIR
281
James Investment Research
Ohio
$245K
SA
282
Stewardship Advisors
Pennsylvania
$233K -$258 -5 -0.1%
IWM
283
IHT Wealth Management
Illinois
$233K -$5K -97 -2%
FDCDDQ
284
Federation des caisses Desjardins du Quebec
Quebec, Canada
$228K +$208K +4,034 +1,201%
SI
285
Stephens Inc
Arkansas
$228K +$1.96K +38 +0.9%
GAM
286
Gotham Asset Management
New York
$226K +$223K +4,325 New
GAA
287
Global Assets Advisory
Florida
$223K
CCFCSB
288
Cape Cod Five Cents Savings Bank
Massachusetts
$222K
FPCP
289
Fort Point Capital Partners
California
$220K +$2.53K +49 +1%
William Blair & Company
290
William Blair & Company
Illinois
$212K -$1.34K -26 -0.6%
FNBT
291
FineMark National Bank & Trust
Florida
$206K +$204K +3,954 New
FFA
292
Farther Finance Advisors
California
$206K +$66K +1,280 +48%
ClearBridge Investments
293
ClearBridge Investments
New York
$204K +$202K +3,916 New
PIA
294
Pinion Investment Advisors
Kansas
$203K -$2.48K -48 -1%
OP
295
ORG Partners
Indiana
$201K +$1.14K +22 +0.6%
HCA
296
Harbor Capital Advisors
Illinois
$188K +$46.4K +900 +33%
PA
297
Parallel Advisors
California
$180K +$69.8K +1,353 +65%
NSIM
298
North Star Investment Management
Illinois
$169K +$1.96K +38 +1%
CAM
299
Creekmur Asset Management
Illinois
$169K -$61.1K -1,184 -27%
RFS
300
Richardson Financial Services
Massachusetts
$168K +$49.7K +964 +43%