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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
Bank of America
1
Bank of America
North Carolina
$2.53B +$255M +4,933,287 +11%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.28B +$72.9M +1,413,057 +6%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$916M +$53.3M +1,032,775 +6%
Ameriprise
4
Ameriprise
Minnesota
$580M +$79M +1,530,288 +15%
AssetMark Inc
5
AssetMark Inc
California
$495M +$116M +2,251,907 +31%
Truist Financial
6
Truist Financial
North Carolina
$491M +$16.6M +320,822 +4%
BlackRock
7
BlackRock
New York
$409M +$40.6M +786,078 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$376M +$12.5M +242,196 +3%
AF
9
Allworth Financial
California
$293M +$7.82M +151,647 +3%
Franklin Resources
10
Franklin Resources
California
$251M -$9.26M -179,525 -4%
Stifel Financial
11
Stifel Financial
Missouri
$250M +$16.7M +323,774 +7%
UBS Group
12
UBS Group
Switzerland
$207M +$11.4M +220,483 +6%
SEI Investments
13
SEI Investments
Pennsylvania
$161M +$3.75M +72,664 +2%
VA
14
Valmark Advisers
Ohio
$153M +$7.72M +149,669 +5%
Morgan Stanley
15
Morgan Stanley
New York
$150M +$17.9M +347,056 +14%
LPL Financial
16
LPL Financial
California
$134M +$51.6M +1,000,013 +64%
Asset Management One
17
Asset Management One
Japan
$127M +$11.2M +216,905 +10%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$122M -$63.9M -1,238,314 -35%
JSTA
19
Japan Science & Technology Agency
Japan
$112M -$85.1M -1,650,000 -43%
Wells Fargo
20
Wells Fargo
California
$93.3M +$57.6M +1,115,631 +166%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$75.9M -$1.3M -25,156 -2%
AWE
22
Avidian Wealth Enterprises
Texas
$74.8M +$3.72M +72,046 +5%
JP Morgan Chase
23
JP Morgan Chase
New York
$74.3M +$2.36M +45,662 +3%
SFPM
24
Sensible Financial Planning & Management
Massachusetts
$73.5M +$800K +15,501 +1%
MFG
25
Merit Financial Group
Georgia
$64.5M +$1.7M +32,866 +3%