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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
SW
76
Simplicity Wealth
New Jersey
$6.58M -$2.78M -53,848 -30%
Vontobel Holding
77
Vontobel Holding
Switzerland
$6.53M
Comerica Bank
78
Comerica Bank
Texas
$6.5M -$1.77M -34,239 -22%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$6.41M +$568K +11,001 +10%
MI
80
Motiv8 Investments
Florida
$6.04M +$1.38M +26,652 +30%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$5.79M +$1.2M +23,178 +26%
CFAM
82
Center For Asset Management
Florida
$5.47M -$95.8K -1,856 -2%
NRI
83
NFP Retirement Inc
California
$5.44M +$72.7K +1,409 +1%
CCWA
84
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.39M -$895K -17,355 -14%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$5.34M +$843K +16,340 +19%
SA
86
Sanctuary Advisors
Indiana
$5.31M +$682K +13,222 +15%
KDA
87
Kraft Davis & Associates
Missouri
$4.8M +$157K +3,043 +3%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$4.78M -$8.13M -157,512 -63%
BS
89
Banco Santander
Spain
$4.78M +$2.79M +54,040 +144%
M&T Bank
90
M&T Bank
New York
$4.76M -$477K -9,249 -9%
ACS
91
Archford Capital Strategies
Illinois
$4.75M +$4.69M +90,869 New
AA
92
Aire Advisors
California
$4.74M +$47.8K +927 +1%
EFG
93
Erickson Financial Group
Pennsylvania
$4.74M +$49.1K +951 +1%
TWC
94
TD Waterhouse Canada
Ontario, Canada
$4.69M +$22.3K +433 +0.5%
US Bancorp
95
US Bancorp
Minnesota
$4.55M -$177K -3,432 -4%
BPA
96
Beacon Pointe Advisors
California
$4.35M +$3.58M +69,405 +497%
FC
97
Fjell Capital
North Dakota
$4.33M +$213K +4,127 +5%
KeyBank National Association
98
KeyBank National Association
Ohio
$4.02M +$60.7K +1,176 +2%
AFG
99
Atomi Financial Group
New York
$4.01M +$2.94M +56,914 +286%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$3.97M -$321K -6,227 -8%