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iShares Broad USD Investment Grade Corporate Bond ETF

439 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 70 funds opening new positions, 183 increasing their positions, 109 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 70 | 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)

4.92% more ownership

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

5% more funds holding

Funds holding: 419439 (+20)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
5.34%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
70
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
SW
76
Simplicity Wealth
New Jersey
$7.78M +$1.27M +24,374 +19%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$7.17M +$1.44M +27,620 +25%
BCWM
78
Bartlett & Co Wealth Management
Ohio
$7.14M -$1.01M -19,342 -12%
KAM
79
Kensington Asset Management
Texas
$6.73M +$6.75M +129,603 New
ACS
80
Archford Capital Strategies
Illinois
$6.63M +$1.94M +37,267 +41%
Vontobel Holding
81
Vontobel Holding
Switzerland
$6.47M
Comerica Bank
82
Comerica Bank
Texas
$6.4M -$43.6K -838 -0.7%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$5.97M +$686K +13,162 +13%
NF
84
Napier Financial
Massachusetts
$5.87M +$5.91M +113,433 New
CM
85
Columbus Macro
Pennsylvania
$5.75M -$800K -15,356 -12%
CCWA
86
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.55M +$212K +4,070 +4%
NRI
87
NFP Retirement Inc
California
$5.48M +$82.9K +1,592 +2%
SA
88
Sanctuary Advisors
Indiana
$5.26M -$12.8K -245 -0.2%
KDA
89
Kraft Davis & Associates
Missouri
$5.17M +$378K +7,252 +8%
EFG
90
Erickson Financial Group
Pennsylvania
$5.12M +$427K +8,200 +9%
SAM
91
Smartleaf Asset Management
Massachusetts
$5.02M +$2.75M +52,811 +120%
CFAM
92
Center For Asset Management
Florida
$4.96M -$466K -8,940 -9%
DWM
93
Dakota Wealth Management
Florida
$4.92M +$4.95M +95,073 New
TWC
94
TD Waterhouse Canada
Ontario, Canada
$4.9M +$248K +4,760 +5%
FC
95
Fjell Capital
North Dakota
$4.83M +$545K +10,470 +13%
CIA
96
Concurrent Investment Advisors
Florida
$4.82M +$4.24M +81,490 +696%
AA
97
Aire Advisors
California
$4.68M -$16K -307 -0.3%
FA
98
Financial Avengers
California
$4.66M +$896K +17,194 +24%
MML Investors Services
99
MML Investors Services
Massachusetts
$4.48M +$632K +12,137 +16%
M&T Bank
100
M&T Bank
New York
$4.38M -$336K -6,459 -7%