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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
DTC
201
Davidson Trust Company
Washington
$642K -$56.1K -1,077 -8%
PNAA
202
Pictet North America Advisors
Switzerland
$636K +$112K +2,150 +21%
MCM
203
MAI Capital Management
Ohio
$631K +$159K +3,050 +33%
DZ Bank
204
DZ Bank
Germany
$628K
CGFA
205
Colton Groome Financial Advisors
North Carolina
$627K -$52.1K -1,000 -8%
AF
206
Apollon Financial
South Carolina
$615K +$618K +11,872 New
NAM
207
NTV Asset Management
West Virginia
$609K -$34.8K -668 -5%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$607K +$182K +3,487 +42%
EV
209
EJMK Ventures
Illinois
$602K +$606K +11,632 New
BCG
210
Breakwater Capital Group
New Jersey
$601K -$315K -6,051 -34%
AWM
211
Alterna Wealth Management
Texas
$591K
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$580K +$32.4K +623 +6%
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$573K +$166K +3,190 +41%
AL
214
ARWA LLC
Texas
$568K +$571K +10,968 New
FIA
215
Foundations Investment Advisors
Arizona
$564K -$37K -710 -6%
SF
216
Summit Financial
New Jersey
$559K -$126K -2,420 -18%
CWM
217
Cahaba Wealth Management
Georgia
$556K +$8.65K +166 +2%
UAG
218
United Advisor Group
Ohio
$553K -$54K -1,036 -9%
1WM
219
1900 Wealth Management
Texas
$551K -$5K -96 -0.9%
PAG
220
Private Advisor Group
New Jersey
$549K -$123K -2,358 -18%
HighTower Advisors
221
HighTower Advisors
Illinois
$537K -$95.7K -1,837 -15%
VFA
222
Valeo Financial Advisors
Indiana
$524K -$1.3M -25,024 -71%
EWA
223
Exencial Wealth Advisors
Oklahoma
$519K -$38.4K -737 -7%
CIBC World Market
224
CIBC World Market
Ontario, Canada
$514K +$230K +4,420 +80%
CFA
225
Cahill Financial Advisors
Minnesota
$513K -$24K -461 -4%