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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
LBC
401
Lowe Brockenbrough & Co
Virginia
$6.47K
EWM
402
EPG Wealth Management
Georgia
$5.07K -$573 -11 -10%
RFA
403
Register Financial Advisors
Georgia
$4.82K
B
404
Bayban
Minnesota
$4.45K +$4.48K +86 New
Daiwa Securities Group
405
Daiwa Securities Group
Japan
$4K
SWM
406
Spire Wealth Management
Virginia
$3.88K
EWM
407
Evolution Wealth Management
Florida
$3.78K
DCM
408
Davis Capital Management
Florida
$3.57K
WA
409
WestEnd Advisors
North Carolina
$3.21K -$52 -1 -2%
VWM
410
Vermillion Wealth Management
Minnesota
$3.16K
ME
411
McIlrath & Eck
Washington
$3K
SS
412
Sunbelt Securities
Texas
$3K
GCM
413
Gunpowder Capital Management
Maryland
$3K +$3.02K +58 New
LAS
414
Lloyd Advisory Services
Georgia
$2.94K +$2.97K +57 New
FFA
415
Founders Financial Alliance
North Carolina
$2.9K -$2.29K -44 -44%
GEA
416
Glen Eagle Advisors
New Jersey
$2.85K
CT
417
Clearstead Trust
Maine
$2.64K
PIS
418
POM Investment Strategies
North Carolina
$2.64K +$2.66K +51 New
CFG
419
Chapman Financial Group
Hawaii
$2.48K
NA
420
Networth Advisors
Pennsylvania
$2.43K +$2.45K +47 New
HCM
421
Hollencrest Capital Management
California
$2.33K
TAM
422
Tucker Asset Management
Colorado
$2.07K +$2.08K +40 New
IIM
423
IFC & Insurance Marketing
California
$2K +$2.29K +44 New
Allspring Global Investments
424
Allspring Global Investments
North Carolina
$1.71K
BNP Paribas Financial Markets
425
BNP Paribas Financial Markets
France
$1.66K -$3.02M -57,998 -100%