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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

309 hedge funds and large institutions have $5.76B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.95%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
69
Increased
109
Reduced
91
Closed
39
Calls
$1.68M
Puts
$2.07M
Net Calls
-$395K
Net Calls Change
-$282K

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$366M
2
AssetMark Inc
AssetMark Inc
California
+$54.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$33.7M
4
Principal Financial Group
Principal Financial Group
Iowa
+$26.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$135M
2
BlackRock
BlackRock
New York
-$39.6M
3
Jane Street
Jane Street
New York
-$27.1M
4
MNG
Manning & Napier Group
New York
-$22.4M
5
Truist Financial
Truist Financial
North Carolina
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
226
WealthPLAN Partners
Nebraska
$182K +$182K +3,598 New
IWP
227
Icon Wealth Partners
Texas
$166K +$166K +3,280 New
GIA
228
Goodwin Investment Advisory
Georgia
$139K +$24.3K +480 +21%
Fidelity Investments
229
Fidelity Investments
Massachusetts
$124K +$97.8K +1,931 +369%
GWSA
230
Global Wealth Strategies & Associates
Colorado
$121K -$5.12M -101,117 -98%
CWC
231
Carolinas Wealth Consulting
North Carolina
$114K +$659 +13 +0.6%
PTC
232
Private Trust Company
Ohio
$109K -$1.01K -20 -0.9%
SCA
233
Stonebridge Capital Advisors
Minnesota
$108K +$101K +1,990 +1,474%
CT
234
Colonial Trust
South Carolina
$93.4K +$93.4K +1,857 New
HI
235
Harbour Investments
Wisconsin
$91.8K +$405 +8 +0.4%
AIC
236
Archer Investment Corporation
Indiana
$87K – – –
SC
237
SouthState Corp
Florida
$76.4K -$172K -3,397 -69%
PGAM
238
Princeton Global Asset Management
New Jersey
$72.1K +$72.1K +1,423 New
HGERS
239
Householder Group Estate & Retirement Specialist
Arizona
$68K +$68K +1,334 New
EDRH
240
Edmond de Rothschild Holding
Switzerland
$62.8K +$62.8K +1,240 New
DZ Bank
241
DZ Bank
Germany
$60.1K +$39.8K +783 +196%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$57.1K +$2.74K +54 +5%
FHA
243
First Horizon Advisors
Tennessee
$54.5K +$203 +4 +0.4%
RCM
244
Raleigh Capital Management
North Carolina
$51.3K -$405 -8 -0.8%
CFD
245
Creative Financial Designs
Indiana
$51.1K – – –
CT
246
Clearstead Trust
Maine
$50.7K +$50.7K +1,000 New
HFS
247
Hantz Financial Services
Michigan
$49K +$49K +977 New
AIM
248
Anchor Investment Management
South Carolina
$48.9K +$26.2K +518 +116%
GEA
249
Glen Eagle Advisors
New Jersey
$46.9K +$46.9K +926 New
SIC
250
Salem Investment Counselors
North Carolina
$44.6K +$25.7K +507 +136%
8 9
10
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