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iShares Broad USD Investment Grade Corporate Bond ETF

440 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 71 funds opening new positions, 183 increasing their positions, 109 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 71 | 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)

5% more funds holding

Funds holding: 419440 (+21)

4.92% more ownership

Funds ownership: 71.62%76.54% (+4.9%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
440
Holders Change
+21
Holders Change %
+5.01%
% of All Funds
5.35%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
71
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
NYLIM
51
New York Life Investment Management
New York
$16.7M +$1.57M +30,048 +10%
MCWS
52
McKinley Carter Wealth Services
West Virginia
$15.3M -$2.08M -39,907 -12%
SMI
53
Shelter Mutual Insurance
Missouri
$14.2M +$163K +3,130 +1%
Goldman Sachs
54
Goldman Sachs
New York
$14.1M -$4.27M -81,937 -23%
SPIA
55
Steward Partners Investment Advisory
New York
$13.8M +$494K +9,479 +4%
DWM
56
Destination Wealth Management
California
$13.8M +$655K +12,580 +5%
State Farm Mutual Automobile Insurance
57
State Farm Mutual Automobile Insurance
Illinois
$13.6M +$4.63M +88,934 +51%
MWM
58
Modern Wealth Management
Kansas
$12.9M +$55K +1,056 +0.4%
RSWM
59
Robertson Stephens Wealth Management
California
$12.7M +$407K +7,806 +3%
DAS
60
Diversify Advisory Services
Utah
$12.6M +$253K +4,848 +2%
DWM
61
Diversify Wealth Management
Utah
$12.5M +$2.98M +57,199 +31%
SIA
62
Strategic Investment Advisors
Michigan
$12.1M +$12.1M +233,121 +28,223%
WCA
63
Westover Capital Advisors
Delaware
$11.4M -$18.2K -349 -0.2%
PPWP
64
Premier Path Wealth Partners
New Jersey
$11.2M -$889K -17,068 -7%
Osaic Holdings
65
Osaic Holdings
Arizona
$11M -$21.6M -414,079 -66%
SPC
66
Sigma Planning Corp
Michigan
$9.78M +$293K +5,624 +3%
GMA
67
Glassy Mountain Advisors
Maryland
$9.38M +$339K +6,514 +4%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$9.33M +$313K +6,004 +3%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$9.27M +$577K +11,077 +7%
SWP
70
SIMA Wealth Partners
Virginia
$9.21M +$235K +4,505 +3%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$9.15M +$2.81M +53,898 +44%
TCPG
72
Trivant Custom Portfolio Group
California
$9.06M -$119K -2,289 -1%
RCA
73
Runnymede Capital Advisors
Ohio
$9.06M +$9.12M +175,018 New
HSBC Holdings
74
HSBC Holdings
United Kingdom
$8.96M +$4.24M +81,383 +89%
IWA
75
IVC Wealth Advisors
Pennsylvania
$7.86M +$178K +3,421 +2%