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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
NYLIM
51
New York Life Investment Management
New York
$15.3M +$1.36M +26,444 +10%
Betterment LLC
52
Betterment LLC
New York
$15.3M +$15.1M +292,300 New
Citigroup
53
Citigroup
New York
$15.2M +$15M +290,526 New
SMI
54
Shelter Mutual Insurance
Missouri
$14.1M -$875K -16,950 -6%
SPIA
55
Steward Partners Investment Advisory
New York
$13.4M +$220K +4,265 +2%
DWM
56
Destination Wealth Management
California
$13.2M +$305K +5,920 +2%
MWM
57
Modern Wealth Management
Kansas
$12.9M -$2.48M -48,121 -16%
RSWM
58
Robertson Stephens Wealth Management
California
$12.4M -$107K -2,077 -0.9%
DAS
59
Diversify Advisory Services
Utah
$12.4M -$2.22M -43,017 -15%
PPWP
60
Premier Path Wealth Partners
New Jersey
$12.2M +$638K +12,368 +6%
WCA
61
Westover Capital Advisors
Delaware
$11.5M +$582K +11,280 +5%
SIA
62
Strategic Investment Advisors
Michigan
$11.5M -$8.06M -156,133 -99%
Bank of Nova Scotia
63
Bank of Nova Scotia
Ontario, Canada
$10.4M +$10.3M +200,000 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$10.1M -$243K -4,704 -2%
SPC
65
Sigma Planning Corp
Michigan
$9.57M +$1.26M +24,327 +15%
DWM
66
Diversify Wealth Management
Utah
$9.49M +$1.18M +22,796 +14%
TCPG
67
Trivant Custom Portfolio Group
California
$9.26M +$186K +3,610 +2%
GMA
68
Glassy Mountain Advisors
Maryland
$9.12M -$932K -18,072 -9%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$9.09M +$3.36M +65,129 +60%
State Farm Mutual Automobile Insurance
70
State Farm Mutual Automobile Insurance
Illinois
$9.06M +$5.81M +112,558 +185%
SWP
71
SIMA Wealth Partners
Virginia
$9.06M +$29.5K +571 +0.3%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$8.73M +$2.12M +41,082 +32%
BCWM
73
Bartlett & Co Wealth Management
Ohio
$8.21M -$6.14M -119,099 -43%
IWA
74
IVC Wealth Advisors
Pennsylvania
$7.75M +$613K +11,887 +9%
CM
75
Columbus Macro
Pennsylvania
$6.6M -$78.7K -1,525 -1%