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iShares Broad USD Investment Grade Corporate Bond ETF

414 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, 160 increasing their positions, 124 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
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
NYLIM
51
New York Life Investment Management
New York
$15.3M
Betterment LLC
52
Betterment LLC
New York
$15.3M
Citigroup
53
Citigroup
New York
$15.2M
SMI
54
Shelter Mutual Insurance
Missouri
$14.1M
SPIA
55
Steward Partners Investment Advisory
New York
$13.4M
DWM
56
Destination Wealth Management
California
$13.2M
MWM
57
Modern Wealth Management
Kansas
$12.9M
RSWM
58
Robertson Stephens Wealth Management
California
$12.4M
DAS
59
Diversify Advisory Services
Utah
$12.4M
PPWP
60
Premier Path Wealth Partners
New Jersey
$12.2M
WCA
61
Westover Capital Advisors
Delaware
$11.5M
SIA
62
Strategic Investment Advisors
Michigan
$11.5M
Bank of Nova Scotia
63
Bank of Nova Scotia
Ontario, Canada
$10.4M
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$10.1M
SPC
65
Sigma Planning Corp
Michigan
$9.57M
DWM
66
Diversify Wealth Management
Utah
$9.49M
TCPG
67
Trivant Custom Portfolio Group
California
$9.26M
GMA
68
Glassy Mountain Advisors
Maryland
$9.12M
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$9.09M
State Farm Mutual Automobile Insurance
70
State Farm Mutual Automobile Insurance
Illinois
$9.06M
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$8.73M
BCWM
72
Bartlett & Co Wealth Management
Ohio
$8.21M
IWA
73
IVC Wealth Advisors
Pennsylvania
$7.75M
CM
74
Columbus Macro
Pennsylvania
$6.6M
SW
75
Simplicity Wealth
New Jersey
$6.58M