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iShares Broad USD Investment Grade Corporate Bond ETF

439 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: 419439 (+20)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
5.34%
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
FPCP
301
Fort Point Capital Partners
California
$215K -$4.27K -82 -2%
FNBT
302
FineMark National Bank & Trust
Florida
$202K -$2.6K -50 -1%
OP
303
ORG Partners
Indiana
$199K -$260 -5 -0.1%
SIS
304
Sound Income Strategies
Florida
$188K +$126K +2,414 +199%
EB
305
Eastern Bank
Massachusetts
$178K +$179K +3,433 New
NSIM
306
North Star Investment Management
Illinois
$170K +$2.66K +51 +2%
RFS
307
Richardson Financial Services
Massachusetts
$167K +$365 +7 +0.2%
WWM
308
Wolff Wiese Magana
California
$150K
HI
309
Harbour Investments
Wisconsin
$143K +$4.53K +87 +3%
TFA
310
Transamerica Financial Advisors
Florida
$142K +$12.8K +245 +10%
CA
311
Clearstead Advisors
Ohio
$141K
GCM
312
Gables Capital Management
Florida
$137K +$138K +2,651 New
CFD
313
Creative Financial Designs
Indiana
$115K -$1.35K -26 -1%
RFG
314
REAP Financial Group
Texas
$112K -$11.4K -219 -9%
WA
315
WPG Advisers
Maryland
$110K +$156 +3 +0.1%
LFASL
316
Lugano Financial Advisors SA (LFA)
Switzerland
$110K
TH
317
TCTC Holdings
Texas
$106K
CT
318
Colonial Trust
South Carolina
$103K +$781 +15 +0.8%
CA
319
CoreCap Advisors
Michigan
$101K +$63.4K +1,217 +164%
PA
320
Parallel Advisors
California
$98.9K -$80.2K -1,539 -45%
LWMI
321
Legacy Wealth Management (Idaho)
Idaho
$98.1K +$93.4K +1,793 +1,775%
PP
322
Pacifica Partners
Canada
$88.5K
IBOK
323
Independence Bank of Kentucky
Kentucky
$84K -$29.7K -570 -26%
AIC
324
Archer Investment Corporation
Indiana
$82.3K
BTI
325
Blue Trust Inc
Georgia
$82K +$3.49K +67 +4%