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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
GA
376
Guerra Advisors
Florida
$7.15K +$7.07K +137 New
TCOT
377
Trust Company of Toledo
Ohio
$7.05K
SIC
378
SJS Investment Consulting
Ohio
$6.95K +$6.86K +133 New
LBC
379
Lowe Brockenbrough & Co
Virginia
$6.53K +$6.45K +125 New
EWM
380
EPG Wealth Management
Georgia
$5.69K
LWMI
381
Legacy Wealth Management (Idaho)
Idaho
$5.28K
FFA
382
Founders Financial Alliance
North Carolina
$5.22K +$2.27K +44 +79%
RF
383
Robinswood Financial
Washington
$5.12K
VCM
384
Viewpoint Capital Management
Washington
$5.07K +$5K +97 New
RFA
385
Register Financial Advisors
Georgia
$4.86K -$1.6K -31 -25%
RCM
386
Raleigh Capital Management
North Carolina
$4.18K +$4.13K +80 New
Daiwa Securities Group
387
Daiwa Securities Group
Japan
$4K -$1.7K -33 -29%
SWM
388
Spire Wealth Management
Virginia
$3.92K +$3.87K +75 New
VEA
389
Virtus ETF Advisers
New York
$3.86K +$568 +11 +17%
JFGIW
390
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.81K +$3.77K +73 New
EWM
391
Evolution Wealth Management
Florida
$3.81K +$3.77K +73 New
DCM
392
Davis Capital Management
Florida
$3.6K +$3.56K +69 New
KFI
393
Key Financial Inc
Pennsylvania
$3.44K
WA
394
WestEnd Advisors
North Carolina
$3.29K -$1.34K -26 -29%
VWM
395
Vermillion Wealth Management
Minnesota
$3.19K
SS
396
Sunbelt Securities
Texas
$3.03K -$21.3K -412 -88%
ME
397
McIlrath & Eck
Washington
$3.03K
GEA
398
Glen Eagle Advisors
New Jersey
$2.87K
CT
399
Clearstead Trust
Maine
$2.66K
CFG
400
Chapman Financial Group
Hawaii
$2.51K