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iShares Broad USD Investment Grade Corporate Bond ETF

327 hedge funds and large institutions have $6.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
53
Increased
124
Reduced
97
Closed
34
Calls
$796K
Puts
$541K
Net Calls
+$255K
Net Calls Change
+$650K
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
226
Lido Advisors
California
$229K +$229K +4,575 New
Koshinski Asset Management
227
Koshinski Asset Management
Illinois
$226K -$168K -3,346 -43%
CWA
228
Clarity Wealth Advisors
California
$223K +$223K +4,451 New
VC
229
Veery Capital
Delaware
$221K +$221K +4,406 New
FAG
230
Financial Advisory Group
Texas
$217K +$217K +4,323 New
GRP
231
Global Retirement Partners
California
$212K -$29.4K -587 -12%
MGIA
232
Moneta Group Investment Advisors
Missouri
$208K +$601 +12 +0.3%
William Blair & Company
233
William Blair & Company
Illinois
$207K -$39.1K -781 -16%
HF
234
HRT Financial
New York
$206K -$278K -5,556 -57%
BFA
235
Beaumont Financial Advisors
Massachusetts
$204K +$501 +10 +0.2%
MA
236
MONECO Advisors
Connecticut
$202K +$202K +4,025 New
Deutsche Bank
237
Deutsche Bank
Germany
$189K
CQS
238
Credential Qtrade Securities
$181K
WP
239
WealthPLAN Partners
Nebraska
$180K
IWP
240
Icon Wealth Partners
Texas
$163K -$952 -19 -0.6%
GIA
241
Goodwin Investment Advisory
Georgia
$137K -$250 -5 -0.2%
Citigroup
242
Citigroup
New York
$121K +$121K +2,416 New
CWC
243
Carolinas Wealth Consulting
North Carolina
$113K +$1.1K +22 +1%
PTC
244
Private Trust Company
Ohio
$113K +$5.56K +111 +5%
Fidelity Investments
245
Fidelity Investments
Massachusetts
$111K -$12K -239 -10%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$110K +$53.8K +1,075 +95%
GWSA
247
Global Wealth Strategies & Associates
Colorado
$103K -$16.4K -327 -14%
SIS
248
Sound Income Strategies
Florida
$95.9K -$84.4K -1,684 -47%
CT
249
Colonial Trust
South Carolina
$92.5K
AIC
250
Archer Investment Corporation
Indiana
$86.1K