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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
TC
26
Trilogy Capital
California
$62M +$1.95M +37,765 +3%
LRWA
27
Long Run Wealth Advisors
New York
$61M +$5.08M +98,387 +9%
KIM
28
Kestra Investment Management
Texas
$49M -$32.7M -633,540 -40%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$48.6M +$5.45M +105,666 +13%
VFA
30
Voya Financial Advisors
Connecticut
$45.6M +$975K +18,900 +2%
AP
31
Americana Partners
Texas
$43.8M +$4.28M +82,962 +11%
MA
32
MCF Advisors
Kentucky
$40.2M +$4.79M +92,918 +14%
Raymond James Financial
33
Raymond James Financial
Florida
$33.9M +$1.18M +22,887 +4%
FBB
34
Fulton Breakefield Broenniman
Maryland
$33.4M +$765K +14,828 +2%
Osaic Holdings
35
Osaic Holdings
Arizona
$32.6M +$4.88M +94,496 +18%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$30.1M -$9.62M -186,495 -24%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$29.7M +$1.49M +28,869 +5%
CAG
38
Crestwood Advisors Group
Massachusetts
$28.1M +$4.23M +81,924 +18%
NJBEST
39
New Jersey Better Educational Savings Trust
New Jersey
$27.8M -$8.55M -165,741 -24%
SCVTA
40
Santa Clara Valley Transportation Authority
California
$25.2M +$2.07M +40,047 +9%
OIA
41
OneDigital Investment Advisors
Kansas
$21.1M -$360K -6,986 -2%
DJSG
42
D.J. St. Germain
Massachusetts
$20.8M +$675K +13,082 +3%
MNA
43
Manning & Napier Advisors
New York
$20.7M -$1.63M -31,615 -7%
BEC
44
Blue Edge Capital
Virginia
$19.8M +$1.34M +25,905 +7%
SAM
45
Securian Asset Management
Minnesota
$18.8M
Goldman Sachs
46
Goldman Sachs
New York
$18.5M +$7.85M +152,169 +75%
CFG
47
Cosner Financial Group
Colorado
$18.1M +$1.75M +33,973 +11%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$17.5M +$959K +18,593 +6%
ACM
49
Advisors Capital Management
New Jersey
$17.2M +$1.5M +29,119 +10%
PCA
50
Pallas Capital Advisors
Massachusetts
$16.9M +$743K +14,402 +5%