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iShares Broad USD Investment Grade Corporate Bond ETF

440 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 71 funds opening new positions, 183 increasing their positions, 109 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 71 | 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)

5% more funds holding

Funds holding: 419440 (+21)

4.92% more ownership

Funds ownership: 71.62%76.54% (+4.9%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
440
Holders Change
+21
Holders Change %
+5.01%
% of All Funds
5.35%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
71
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
DI
176
Diligent Investors
California
$909K -$59.8K -1,148 -6%
PFPG
177
Pinnacle Financial Partners (Georgia)
Georgia
$898K +$903K +17,337 New
LOWM
178
Laurel Oak Wealth Management
New Jersey
$846K +$851K +16,340 New
C
179
Croban
Ohio
$841K -$38.6K -741 -4%
AWA
180
Arete Wealth Advisors
Illinois
$833K -$29.9K -575 -3%
Fisher Asset Management
181
Fisher Asset Management
Washington
$832K +$112K +2,142 +15%
Natixis Advisors
182
Natixis Advisors
Massachusetts
$827K +$37.9K +728 +5%
Members Trust
183
Members Trust
Florida
$822K
JWCA
184
J.W. Cole Advisors
Florida
$814K -$34.5K -662 -3%
SCM
185
Seascape Capital Management
New Hampshire
$806K +$23.4K +450 +3%
Fidelity Investments
186
Fidelity Investments
Massachusetts
$793K +$34.6K +665 +5%
AWM
187
AE Wealth Management
Kansas
$788K +$195K +3,751 +33%
Northern Trust
188
Northern Trust
Illinois
$768K +$47.1K +904 +6%
MBT
189
Montecito Bank & Trust
California
$757K -$10K -192 -1%
GSEP
190
Golden State Equity Partners
California
$755K +$89.4K +1,716 +13%
WA
191
Wealthstar Advisors
Texas
$750K -$26.9K -517 -3%
IWC
192
Integrated Wealth Concepts
Massachusetts
$736K -$204K -3,915 -22%
BCM
193
Brookstone Capital Management
Illinois
$735K +$29.6K +568 +4%
CIAS
194
Capital Investment Advisory Services
North Carolina
$710K +$60.7K +1,165 +9%
EIA
195
Edgemoor Investment Advisors
Maryland
$702K
CFS
196
CRA Financial Services
New Jersey
$701K
Cerity Partners
197
Cerity Partners
New York
$685K -$20.9K -402 -3%
GVAG
198
Great Valley Advisor Group
Delaware
$679K +$33.7K +647 +5%
MSWMA
199
Market Street Wealth Management Advisors
Indiana
$675K -$11.4K -218 -2%
YWM
200
Yukon Wealth Management
Kansas
$647K +$61.3K +1,177 +10%