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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
PGAM
351
Princeton Global Asset Management
New Jersey
$18.3K
AIP
352
Ameritas Investment Partners
Nebraska
$17.8K +$206 +4 +1%
IRC
353
Investors Research Corp
Georgia
$17.6K -$568 -11 -3%
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$17.4K +$13.8K +268 +412%
DWA
355
Delos Wealth Advisors
Texas
$16.9K +$2.32K +45 +16%
SIC
356
Salem Investment Counselors
North Carolina
$16K
ADL
357
Asset Dedication LLC
California
$14.5K -$51.2K -993 -78%
BTD
358
BankPlus Trust Department
Mississippi
$14.3K
SMA
359
Sage Mountain Advisors
Georgia
$14.2K
HFS
360
Hantz Financial Services
Michigan
$14K +$14.1K +274 New
AUB
361
Atlantic Union Bankshares
Virginia
$13.8K -$18.3K -354 -57%
PCA
362
Providence Capital Advisors
North Carolina
$13.7K -$1.19K -23 -8%
CIA
363
Cape Investment Advisory
Georgia
$13.6K +$825 +16 +7%
CT
364
Caldwell Trust
Florida
$13.4K
TWM
365
Topsail Wealth Management
North Carolina
$13.4K
AWM
366
AllSquare Wealth Management
New York
$13.1K
HWA
367
HHM Wealth Advisors
Tennessee
$10.7K
Nomura Asset Management
368
Nomura Asset Management
Japan
$10.4K
RIL
369
Rothschild Investment LLC
Illinois
$10.1K +$103 +2 +1%
PWM
370
Proathlete Wealth Management
Florida
$9.71K
UFPG
371
United Financial Planning Group
New York
$9.7K +$9.6K +186 New
AAS
372
Ameritas Advisory Services
Nebraska
$9.21K -$9.91K -192 -52%
HNW
373
High Note Wealth
Minnesota
$9.09K +$8.98K +174 New
BWL
374
Bogart Wealth LLC
Virginia
$8.72K -$10.5K -203 -55%
FFWM
375
Future Financial Wealth Management
Ohio
$8.3K