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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
TCOV
376
Trust Company of Vermont
Vermont
$15.9K -$29.5K -567 -65%
DWA
377
Delos Wealth Advisors
Texas
$15.8K -$990 -19 -6%
SC
378
SouthState Corp
Florida
$15.3K +$15.4K +296 New
SEP
379
Signature Equity Partners
Ohio
$14.5K +$14.6K +281 New
ADL
380
Asset Dedication LLC
California
$14.3K
BTD
381
BankPlus Trust Department
Mississippi
$14.2K
ACA
382
Aptus Capital Advisors
Alabama
$14K -$25.8K -495 -65%
AUB
383
Atlantic Union Bankshares
Virginia
$13.7K
CT
384
Caldwell Trust
Florida
$13.3K
TWM
385
Topsail Wealth Management
North Carolina
$13.3K
KA
386
Kozak & Associates
Colorado
$12.4K +$12.4K +238 New
Nomura Asset Management
387
Nomura Asset Management
Japan
$10.4K
FWP
388
FAS Wealth Partners
Kansas
$10.3K +$10.4K +199 New
RIL
389
Rothschild Investment LLC
Illinois
$10.2K +$156 +3 +2%
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$9.84K -$7.45K -143 -43%
DF
391
DecisionPoint Financial
Arizona
$9.68K +$9.74K +187 New
PWM
392
Proathlete Wealth Management
Florida
$9.63K
HNB
393
Huntington National Bank
Ohio
$9.11K
M
394
MOTCO
Texas
$9.06K +$9.12K +175 New
HNW
395
High Note Wealth
Minnesota
$9.01K
SWP
396
Strategic Wealth Partners
Ohio
$8.97K -$106K -2,029 -92%
OW
397
Olistico Wealth
Oklahoma
$7.82K +$7.87K +151 New
BWL
398
Bogart Wealth LLC
Virginia
$7.77K -$885 -17 -10%
TCOT
399
Trust Company of Toledo
Ohio
$6.99K
VEA
400
Virtus ETF Advisers
New York
$6.88K +$3.07K +59 +80%