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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
National Bank of Canada
301
National Bank of Canada
Quebec, Canada
$161K +$39.3K +762 +33%
ASN
302
Advisory Services Network
Georgia
$160K +$158K +3,066 New
WWM
303
Wolff Wiese Magana
California
$151K +$5.11K +99 +4%
CA
304
Clearstead Advisors
Ohio
$142K -$25.5K -494 -15%
HI
305
Harbour Investments
Wisconsin
$139K -$16.9K -328 -11%
TFA
306
Transamerica Financial Advisors
Florida
$131K +$129K +2,503 New
RFG
307
REAP Financial Group
Texas
$124K -$12.1K -235 -9%
CFD
308
Creative Financial Designs
Indiana
$118K +$20.9K +405 +22%
SWP
309
Strategic Wealth Partners
Ohio
$115K +$114K +2,202 New
IBOK
310
Independence Bank of Kentucky
Kentucky
$114K -$12.1K -235 -10%
WA
311
WPG Advisers
Maryland
$111K +$310 +6 +0.3%
LFASL
312
Lugano Financial Advisors SA (LFA)
Switzerland
$110K
TH
313
TCTC Holdings
Texas
$107K
CT
314
Colonial Trust
South Carolina
$103K
TCPW
315
Twin City Private Wealth
North Carolina
$97.2K -$15.4K -299 -14%
CFB
316
Cullen/Frost Bankers
Texas
$92.7K +$91.6K +1,776 New
PP
317
Pacifica Partners
Canada
$89.2K
AIC
318
Archer Investment Corporation
Indiana
$83K -$2.63K -51 -3%
BTI
319
Blue Trust Inc
Georgia
$79.2K +$2.79K +54 +4%
CAL
320
Capital Analysts LLC
Pennsylvania
$70K -$52 -1 -0.1%
RPC
321
Rossmore Private Capital
Connecticut
$68.6K +$67.7K +1,313 New
PB
322
Pinnacle Bancorp
Nebraska
$65.7K +$65K +1,259 New
EDRH
323
Edmond de Rothschild Holding
Switzerland
$64.8K
AF
324
Advisornet Financial
Minnesota
$64K +$2.68K +52 +4%
AA
325
Addison Advisors
Vermont
$63.6K +$62.8K +1,217 New