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iShares Broad USD Investment Grade Corporate Bond ETF

260 hedge funds and large institutions have $4.65B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+15
Holders Change %
+6.12%
% of All Funds
4.57%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
41
Increased
94
Reduced
70
Closed
23
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
226
Northern Trust
Illinois
$24K +$2.79K +4,719 +13%
ONST
227
Old North State Trust
North Carolina
$22K
HIIFS
228
Harel Insurance Investments & Financial Services
Israel
$21K
Koshinski Asset Management
229
Koshinski Asset Management
Illinois
$17.5K +$17.5K +292 New
TLFA
230
True Link Financial Advisors
California
$16K +$16K +267 New
AWM
231
AllSquare Wealth Management
New York
$15K
HWA
232
HHM Wealth Advisors
Tennessee
$12K
FCM
233
Firestone Capital Management
Florida
$11K
VCM
234
Versant Capital Management
Arizona
$11K +$11K +190 New
SIC
235
Salem Investment Counselors
North Carolina
$10K
WB
236
Webster Bank
Connecticut
$10K +$7.53K +122 +305%
BAM
237
Baldrige Asset Management
Pennsylvania
$9K -$9.06K -150 -50%
BWM
238
Baystate Wealth Management
Massachusetts
$9K +$9K +145 New
DWA
239
Delos Wealth Advisors
Texas
$8K +$8K +140 New
NFG
240
Next Financial Group
Texas
$7K -$356 -6 -5%
FCAS
241
First Command Advisory Services
Texas
$7K +$7K +114 New
BW
242
Bison Wealth
Georgia
$5K
AWM
243
Avior Wealth Management
Nebraska
$5K +$5K +98 New
KFS
244
Kelly Financial Services
Massachusetts
$4.37K -$258K -4,310 -98%
CHA
245
Carmichael Hill & Associates
Maryland
$4K -$2.97K -49 -43%
SFC
246
SYM Financial Corp
Indiana
$4K +$4K +65 New
CFA
247
Cahill Financial Advisors
Minnesota
$4K +$4K +68 New
MS
248
Mizuho Securities
Japan
$3K -$59 -1 -2%
NFSG
249
Newbridge Financial Services Group
Florida
$3K +$67 +1 +2%
SWM
250
Selective Wealth Management
Virginia
$2K