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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
OCM
126
One Capital Management
California
$2.19M +$1.86M +35,697 +542%
MG
127
Mather Group
Illinois
$2.17M -$124K -2,384 -5%
PP
128
Prudential plc
United Kingdom
$2.09M +$501K +9,611 +31%
Pictet Asset Management
129
Pictet Asset Management
Switzerland
$2.01M -$336K -6,450 -14%
1L
130
10Elms LLP
Oklahoma
$1.93M -$19.7K -379 -1%
SAM
131
Summit Asset Management
Tennessee
$1.92M -$38.9K -747 -2%
AWM
132
Arista Wealth Management
Nevada
$1.91M
BAG
133
Bauman Advisory Group
Nevada
$1.9M +$1.91M +36,734 New
FWIA
134
Fort Washington Investment Advisors
Ohio
$1.9M -$101K -1,930 -5%
WIA
135
World Investment Advisors
California
$1.84M +$1.39M +26,714 +303%
Creative Planning
136
Creative Planning
Kansas
$1.84M +$456K +8,749 +33%
HCA
137
Heck Capital Advisors
Wisconsin
$1.74M +$456K +8,754 +35%
GCA
138
Greenwood Capital Associates
South Carolina
$1.74M +$27.2K +523 +2%
Corient Private Wealth
139
Corient Private Wealth
Florida
$1.7M +$1.21M +23,218 +210%
GRP
140
Global Retirement Partners
California
$1.66M +$322K +6,175 +24%
SA
141
Sovran Advisors
California
$1.61M +$76.4K +1,466 +5%
BA
142
Bellwether Advisors
Nebraska
$1.59M +$44.3K +850 +3%
TWM
143
Tolleson Wealth Management
Texas
$1.51M -$137K -2,637 -8%
KPWS
144
Kestra Private Wealth Services
Texas
$1.51M +$23.9K +459 +2%
AIM
145
Advyzon Investment Management
Illinois
$1.46M +$5K +96 +0.3%
OCA
146
OpenArc Corporate Advisory
Georgia
$1.45M +$1.46M +27,999 New
SFS
147
Sowell Financial Services
Arkansas
$1.44M +$80.7K +1,549 +6%
Bessemer Group
148
Bessemer Group
New Jersey
$1.44M +$677K +13,002 +88%
MIA
149
MMBG Investment Advisors
Florida
$1.44M
WA
150
WBH Advisory
Maryland
$1.4M -$25.7K -493 -2%