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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
UCFA
151
United Capital Financial Advisors
Texas
$1.18M -$43.8K -849 -4%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$1.18M +$142K +2,744 +14%
Envestnet Portfolio Solutions
153
Envestnet Portfolio Solutions
Illinois
$1.18M -$2M -38,777 -63%
SC
154
Saiph Capital
New Jersey
$1.17M -$825 -16 -0.1%
BRWA
155
B. Riley Wealth Advisors
Florida
$1.16M +$575K +11,145 +100%
LSA
156
Lion Street Advisors
Texas
$1.16M -$72.4K -1,404 -7%
JWCA
157
J.W. Cole Advisors
Florida
$1.15M -$57.9K -1,123 -5%
WA
158
Waverly Advisors
Alabama
$1.12M -$26.7K -517 -2%
AWA
159
Arkadios Wealth Advisors
Georgia
$1.06M +$216K +4,193 +26%
VHAM
160
Van Hulzen Asset Management
California
$985K +$19.3K +375 +2%
Jones Financial Companies
161
Jones Financial Companies
Missouri
$985K +$318K +6,167 +48%
TCM
162
Triumph Capital Management
Colorado
$979K +$18.6K +360 +2%
DI
163
Diligent Investors
California
$976K -$76.3K -1,478 -7%
PS
164
Principal Securities
Iowa
$954K -$68.3K -1,323 -7%
IWC
165
Integrated Wealth Concepts
Massachusetts
$947K -$251K -4,856 -21%
PWM
166
Pines Wealth Management
North Carolina
$946K -$58.7K -1,137 -6%
CP
167
Cumberland Partners
Ontario, Canada
$946K +$72.1K +1,397 +8%
BCG
168
Breakwater Capital Group
New Jersey
$923K +$222K +4,299 +32%
NP
169
NorthRock Partners
Minnesota
$921K +$909K +17,628 New
PIM
170
Penobscot Investment Management
Massachusetts
$917K
CAG
171
Csenge Advisory Group
Florida
$907K +$80.1K +1,552 +10%
BA
172
Bristlecone Advisors
Washington
$903K +$892K +17,287 New
C
173
Croban
Ohio
$887K -$63.8K -1,237 -7%
AWA
174
Arete Wealth Advisors
Illinois
$869K +$335K +6,497 +64%
CPL
175
CAP Partners LLC
Tennessee
$854K +$144K +2,797 +21%