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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
SIS
326
Sound Income Strategies
Florida
$63.2K -$14.1K -273 -18%
GSWM
327
Golden State Wealth Management
California
$60.4K -$5.62K -109 -9%
CTC
328
Central Trust Company
Missouri
$55.1K
WANY
329
Wealthspire Advisors (New York)
New York
$52.5K +$51.9K +1,006 New
MMCM
330
Murphy & Mullick Capital Management
New York
$50.9K
GWM
331
Geneos Wealth Management
Colorado
$46.5K -$1.34M -25,987 -97%
TCOV
332
Trust Company of Vermont
Vermont
$45.6K +$29.3K +567 +185%
NS
333
NBC Securities
Alabama
$40.7K
ACA
334
Aptus Capital Advisors
Alabama
$40K -$5.16K -100 -12%
CA
335
CoreCap Advisors
Michigan
$38.7K +$25.7K +499 +206%
TIM
336
Thompson Investment Management
Wisconsin
$37.5K +$37.1K +719 New
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$31.8K +$619 +12 +2%
Q1WB
338
Quest 10 Wealth Builders
Virginia
$31.4K +$103 +2 +0.3%
IA
339
IFP Advisors
Florida
$25.8K -$17.5K -339 -41%
WCM
340
Winthrop Capital Management
Indiana
$25K
AIM
341
Anchor Investment Management
South Carolina
$24.2K +$774 +15 +3%
GWP
342
Gen-Wealth Partners
Michigan
$23.7K
GWSG
343
GPS Wealth Strategies Group
Colorado
$22.2K +$206 +4 +1%
WWA
344
Wealth Watch Advisors
Colorado
$21.6K +$21.4K +414 New
PSB
345
Piscataqua Savings Bank
New Hampshire
$20.7K
CVM
346
Cheviot Value Management
California
$20.5K
FDCP
347
Foster Dykema Cabot & Partners
Massachusetts
$19.6K
LI
348
LRI Investments
Florida
$19.6K
HIIFS
349
Harel Insurance Investments & Financial Services
Israel
$19K
MEG
350
Millstone Evans Group
Colorado
$18.4K +$18.2K +352 New