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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
US Bancorp
101
US Bancorp
Minnesota
$4.24M -$280K -5,373 -6%
AFG
102
Atomi Financial Group
New York
$4.23M +$256K +4,922 +6%
KeyBank National Association
103
KeyBank National Association
Ohio
$4.11M +$125K +2,392 +3%
KAS
104
Kestra Advisory Services
Texas
$4.01M +$412K +7,908 +11%
NA
105
NewEdge Advisors
Louisiana
$3.96M +$1.19M +22,809 +42%
CCA
106
Checchi Capital Advisers
California
$3.82M -$71.7K -1,377 -2%
LPFG
107
Landing Point Financial Group
Ohio
$3.79M +$305K +5,849 +9%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$3.46M -$487K -9,348 -12%
FFA
109
Farther Finance Advisors
California
$3.44M +$3.26M +62,531 +1,583%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$3.43M +$248K +4,771 +8%
VCM
111
Virtue Capital Management
Tennessee
$3.41M +$3.43M +65,790 New
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$3.27M +$155K +2,984 +5%
CLOS
113
Compagnie Lombard Odier SCmA
Switzerland
$3.15M -$625 -12 -0%
KF
114
K2 Financial
California
$3.13M +$385K +7,387 +14%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$3.09M +$357K +6,848 +13%
Mariner
116
Mariner
Kansas
$2.94M +$465K +8,933 +19%
BS
117
Banco Santander
Spain
$2.64M -$2.11M -40,467 -44%
GI
118
GLOBALT Investments
Georgia
$2.6M -$47K -902 -2%
TPW
119
Transatlantique Private Wealth
New York
$2.58M +$384K +7,376 +17%
FSWA
120
Financial Synergies Wealth Advisors
Texas
$2.54M +$408K +7,828 +19%
SEIA
121
Signature Estate & Investment Advisors
California
$2.42M +$533K +10,231 +28%
EWA
122
EverSource Wealth Advisors
Alabama
$2.34M +$75.5K +1,449 +3%
CFGF
123
Compass Financial Group (Florida)
Florida
$2.33M +$24.4K +468 +1%
AAS
124
Ameritas Advisory Services
Nebraska
$2.33M +$2.33M +44,783 +25,445%
SIM
125
Stratos Investment Management
Ohio
$2.32M +$69.7K +1,338 +3%