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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
CCA
101
Checchi Capital Advisers
California
$3.92M -$96K -1,860 -2%
MML Investors Services
102
MML Investors Services
Massachusetts
$3.88M -$93.1K -1,805 -2%
FA
103
Financial Avengers
California
$3.8M +$442K +8,563 +13%
Principal Financial Group
104
Principal Financial Group
Iowa
$3.79M +$3.75M +72,632 New
KAS
105
Kestra Advisory Services
Texas
$3.63M -$876K -16,970 -20%
LPFG
106
Landing Point Financial Group
Ohio
$3.52M -$357K -6,910 -9%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$3.21M +$60.6K +1,175 +2%
CLOS
108
Compagnie Lombard Odier SCmA
Switzerland
$3.17M +$297K +5,765 +10%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$3.15M +$899K +17,422 +41%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$3.03M -$1.14M -22,070 -28%
NA
111
NewEdge Advisors
Louisiana
$2.81M +$69.6K +1,349 +3%
KF
112
K2 Financial
California
$2.77M +$265K +5,130 +11%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$2.76M +$256K +4,953 +10%
GI
114
GLOBALT Investments
Georgia
$2.67M -$151K -2,919 -5%
Mariner
115
Mariner
Kansas
$2.5M +$810K +15,706 +49%
Pictet Asset Management
116
Pictet Asset Management
Switzerland
$2.36M +$333K +6,450 +17%
CFGF
117
Compass Financial Group (Florida)
Florida
$2.32M +$56.4K +1,093 +3%
MG
118
Mather Group
Illinois
$2.31M -$406K -7,864 -15%
SAM
119
Smartleaf Asset Management
Massachusetts
$2.29M +$1.23M +23,842 +119%
EWA
120
EverSource Wealth Advisors
Alabama
$2.29M +$134K +2,606 +6%
SIM
121
Stratos Investment Management
Ohio
$2.27M -$75.6K -1,465 -3%
TPW
122
Transatlantique Private Wealth
New York
$2.22M +$351K +6,795 +19%
FSWA
123
Financial Synergies Wealth Advisors
Texas
$2.15M -$336K -6,520 -14%
FTS
124
Fifth Third Securities
Ohio
$2.03M -$291K -5,641 -13%
FWIA
125
Fort Washington Investment Advisors
Ohio
$2.01M