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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
APP
276
Avantax Planning Partners
Iowa
$283K +$284K +5,461 New
SWP
277
ShoreHaven Wealth Partners
New Jersey
$282K -$1.2K -23 -0.4%
NCM
278
Noesis Capital Mangement
Florida
$281K
Lido Advisors
279
Lido Advisors
California
$279K +$573 +11 +0.2%
SEP
280
Southland Equity Partners
Missouri
$278K
TCM
281
TD Capital Management
Tennessee
$277K
SIM
282
Synergy Investment Management
Florida
$276K -$68.7K -1,319 -20%
ACIM
283
Azimuth Capital Investment Management
Michigan
$267K +$10.4K +200 +4%
ECM
284
Evergreen Capital Management
Washington
$265K
LNB
285
Ledyard National Bank
$260K +$262K +5,022 New
DWP
286
Destiny Wealth Partners
Florida
$259K
MW
287
Merited Wealth
Florida
$259K +$260K +5,000 New
ICP
288
Impact Capital Partners
Colorado
$254K +$256K +4,914 New
SA
289
Stewardship Advisors
Pennsylvania
$245K +$13.8K +264 +6%
SCG
290
Sonata Capital Group
Washington
$245K
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$244K -$32.3K -620 -12%
JIR
292
James Investment Research
Ohio
$243K
RFP
293
Root Financial Partners
California
$240K -$9.79K -188 -4%
IIA
294
Integrity Investment Advisors
Colorado
$238K +$240K +4,600 New
CWRP
295
Cassady Wealth & Retirement Planning
Nevada
$238K +$239K +4,588 New
IWM
296
IHT Wealth Management
Illinois
$233K +$1.88K +36 +0.8%
TC
297
Truvestments Capital
Florida
$228K -$19.7K -378 -8%
PWM
298
Pursuit Wealth Management
Florida
$228K +$229K +4,395 New
CCFCSB
299
Cape Cod Five Cents Savings Bank
Massachusetts
$222K
GAA
300
Global Assets Advisory
Florida
$221K