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iShares Broad USD Investment Grade Corporate Bond ETF

412 hedge funds and large institutions have $10.6B 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, 159 increasing their positions, 123 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$663K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$15.3M
Citigroup
52
Citigroup
New York
$15.2M
SMI
53
Shelter Mutual Insurance
Missouri
$14.1M
SPIA
54
Steward Partners Investment Advisory
New York
$13.4M
DWM
55
Destination Wealth Management
California
$13.2M
MWM
56
Modern Wealth Management
Kansas
$12.9M
RSWM
57
Robertson Stephens Wealth Management
California
$12.4M
DAS
58
Diversify Advisory Services
Utah
$12.4M
PPWP
59
Premier Path Wealth Partners
New Jersey
$12.2M
WCA
60
Westover Capital Advisors
Delaware
$11.5M
SIA
61
Strategic Investment Advisors
Michigan
$11.5M
Bank of Nova Scotia
62
Bank of Nova Scotia
Ontario, Canada
$10.4M
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$10.1M
SPC
64
Sigma Planning Corp
Michigan
$9.57M
DWM
65
Diversify Wealth Management
Utah
$9.49M
TCPG
66
Trivant Custom Portfolio Group
California
$9.26M
GMA
67
Glassy Mountain Advisors
Maryland
$9.12M
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$9.09M
State Farm Mutual Automobile Insurance
69
State Farm Mutual Automobile Insurance
Illinois
$9.06M
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$8.73M
BCWM
71
Bartlett & Co Wealth Management
Ohio
$8.21M
IWA
72
IVC Wealth Advisors
Pennsylvania
$7.75M
CM
73
Columbus Macro
Pennsylvania
$6.6M
SW
74
Simplicity Wealth
New Jersey
$6.58M
Vontobel Holding
75
Vontobel Holding
Switzerland
$6.53M