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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
NL
351
NorthAvenue LLC
Ohio
$27.1K +$27.2K +523 New
KFI
352
Key Financial Inc
Pennsylvania
$26.6K +$23.3K +448 +679%
GAFA
353
Garton & Associates Financial Advisors
Kentucky
$26.4K +$26.6K +510 New
IAIM
354
International Assets Investment Management
Florida
$26.3K +$26.4K +507 New
AA
355
Addison Advisors
Vermont
$25.2K -$38.1K -731 -60%
WCM
356
Winthrop Capital Management
Indiana
$25K
AIM
357
Anchor Investment Management
South Carolina
$24K
BHWM
358
Bay Harbor Wealth Management
Maryland
$24K +$24.1K +463 New
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$23.6K -$7.92K -152 -25%
GWP
360
Gen-Wealth Partners
Michigan
$23.5K
DF
361
Dunhill Financial
United Kingdom
$21.8K
PSB
362
Piscataqua Savings Bank
New Hampshire
$20.5K
UFPG
363
United Financial Planning Group
New York
$20.3K +$10.7K +206 +111%
CVM
364
Cheviot Value Management
California
$20.2K
FHA
365
Flagship Harbor Advisors
Massachusetts
$20.1K +$20.2K +387 New
LI
366
LRI Investments
Florida
$19.4K
FDCP
367
Foster Dykema Cabot & Partners
Massachusetts
$18.3K -$1.15K -22 -6%
MEG
368
Millstone Evans Group
Colorado
$18.2K
PGAM
369
Princeton Global Asset Management
New Jersey
$18.1K
HIIFS
370
Harel Insurance Investments & Financial Services
Israel
$18K
IRC
371
Investors Research Corp
Georgia
$17.5K
AT
372
Arlington Trust
Alabama
$16.6K +$16.7K +320 New
HWA
373
HHM Wealth Advisors
Tennessee
$16.2K +$5.63K +108 +53%
HFS
374
Hantz Financial Services
Michigan
$16K +$1.51K +29 +11%
CMP
375
Coston McIsaac & Partners
Maine
$16K +$16.7K +321 New