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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
Jones Financial Companies
151
Jones Financial Companies
Missouri
$1.4M +$424K +8,149 +43%
JWM
152
JGP Wealth Management
Oregon
$1.38M +$974K +18,694 +236%
Envestnet Portfolio Solutions
153
Envestnet Portfolio Solutions
Illinois
$1.36M +$198K +3,799 +17%
TA
154
TFB Advisors
Kansas
$1.36M +$57.8K +1,110 +4%
UCFA
155
United Capital Financial Advisors
Texas
$1.35M +$176K +3,386 +15%
SFA
156
Sequoia Financial Advisors
Ohio
$1.27M -$90.4K -1,736 -7%
PIMG
157
Patriot Investment Management Group
Tennessee
$1.27M +$8.85K +170 +0.7%
VVP
158
Venture Visionary Partners
Ohio
$1.19M +$1.3K +25 +0.1%
TW
159
Tempo Wealth
Ohio
$1.19M +$1.19M +22,903 New
BRWA
160
B. Riley Wealth Advisors
Florida
$1.15M +$1.15K +22 +0.1%
TCP
161
TMB Capital Partners
Arkansas
$1.12M +$1.13M +21,608 New
WA
162
Waverly Advisors
Alabama
$1.11M
TCM
163
Triumph Capital Management
Colorado
$1.11M +$142K +2,730 +15%
SC
164
Saiph Capital
New Jersey
$1.11M -$52.3K -1,004 -4%
VHAM
165
Van Hulzen Asset Management
California
$1.08M +$102K +1,959 +10%
AWA
166
Arkadios Wealth Advisors
Georgia
$1.05M -$1.77K -34 -0.2%
NP
167
NorthRock Partners
Minnesota
$1.01M +$102K +1,957 +11%
CP
168
Cumberland Partners
Ontario, Canada
$1M +$65.9K +1,265 +7%
PS
169
Principal Securities
Iowa
$967K +$20.8K +399 +2%
PIM
170
Penobscot Investment Management
Massachusetts
$951K +$41.7K +800 +5%
PWM
171
Pines Wealth Management
North Carolina
$946K +$7.55K +145 +0.8%
CS
172
Capital Square
Tennessee
$937K +$193K +3,708 +26%
CAG
173
Csenge Advisory Group
Florida
$935K +$35.6K +683 +4%
CPL
174
CAP Partners LLC
Tennessee
$928K +$82K +1,575 +10%
FTS
175
Fifth Third Securities
Ohio
$909K -$1.11M -21,237 -55%