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iShares Broad USD Investment Grade Corporate Bond ETF

450 hedge funds and large institutions have $15.5B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 185 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$18.5M
MCWS
52
McKinley Carter Wealth Services
West Virginia
$18.4M
MFG
53
Merit Financial Group
Georgia
$18.3M
PCA
54
Pallas Capital Advisors
Massachusetts
$16.6M
TIAA Trust, National Association
55
TIAA Trust, National Association
North Carolina
$14.4M
MWM
56
Modern Wealth Management
Kansas
$14.2M
DWM
57
Destination Wealth Management
California
$14.2M
SPIA
58
Steward Partners Investment Advisory
New York
$13.8M
SMI
59
Shelter Mutual Insurance
Missouri
$13.5M
RSWM
60
Robertson Stephens Wealth Management
California
$12.2M
WCA
61
Westover Capital Advisors
Delaware
$11.3M
HSBC Holdings
62
HSBC Holdings
United Kingdom
$11.2M
Osaic Holdings
63
Osaic Holdings
Arizona
$11.1M
OCM
64
One Capital Management
California
$10.2M
SPC
65
Sigma Planning Corp
Michigan
$9.98M
SWP
66
SIMA Wealth Partners
Virginia
$9.92M
GMA
67
Glassy Mountain Advisors
Maryland
$9.65M
Baird Financial Group
68
Baird Financial Group
Wisconsin
$9.52M
PPWP
69
Premier Path Wealth Partners
New Jersey
$9.41M
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$9.09M
KDA
71
Kraft Davis & Associates
Missouri
$8.86M
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$8.59M
SW
73
Simplicity Wealth
New Jersey
$8.19M
IWA
74
IVC Wealth Advisors
Pennsylvania
$7.98M
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$7.89M