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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
BPA
26
Beacon Pointe Advisors
California
$74.7M +$70.8M +1,358,709 +1,630%
MFG
27
Merit Financial Group
Georgia
$68.5M +$4.54M +87,074 +7%
LRWA
28
Long Run Wealth Advisors
New York
$61.9M +$1.45M +27,821 +2%
KIM
29
Kestra Investment Management
Texas
$52.5M +$3.95M +75,866 +8%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$50.6M +$2.43M +46,623 +5%
VFA
31
Voya Financial Advisors
Connecticut
$42.9M -$2.42M -46,388 -5%
AP
32
Americana Partners
Texas
$42M -$1.4M -26,899 -3%
MA
33
MCF Advisors
Kentucky
$39.5M -$346K -6,637 -0.9%
CAG
34
Crestwood Advisors Group
Massachusetts
$33.7M +$5.88M +112,916 +21%
TC
35
Trilogy Capital
California
$33.6M -$28.1M -539,325 -45%
FBB
36
Fulton Breakefield Broenniman
Maryland
$33.4M +$310K +5,957 +0.9%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$30M +$635K +12,183 +2%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$29.6M -$197K -3,785 -0.7%
NJBEST
39
New Jersey Better Educational Savings Trust
New Jersey
$27.6M
SCVTA
40
Santa Clara Valley Transportation Authority
California
$25M
SAM
41
Securian Asset Management
Minnesota
$22.8M +$4.15M +79,700 +22%
BEC
42
Blue Edge Capital
Virginia
$21.3M +$1.66M +31,943 +8%
DJSG
43
D.J. St. Germain
Massachusetts
$21.2M +$563K +10,817 +3%
OIA
44
OneDigital Investment Advisors
Kansas
$21M +$124K +2,390 +0.6%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$20.7M +$10.7M +206,039 +107%
PCA
46
Pallas Capital Advisors
Massachusetts
$18.9M +$2.16M +41,447 +13%
CFG
47
Cosner Financial Group
Colorado
$18.6M +$576K +11,067 +3%
ACM
48
Advisors Capital Management
New Jersey
$18.4M +$1.3M +25,013 +8%
Betterment LLC
49
Betterment LLC
New York
$17.9M +$2.8M +53,788 +18%
MNA
50
Manning & Napier Advisors
New York
$17.5M -$3.04M -58,309 -15%