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iShares Broad USD Investment Grade Corporate Bond ETF

336 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
51
Increased
142
Reduced
82
Closed
38
Calls
$356K
Puts
$120K
Net Calls
+$236K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Shares
Change %
GFG
226
Goldstone Financial Group
Illinois
$230K -$28K -582 -11%
Koshinski Asset Management
227
Koshinski Asset Management
Illinois
$229K +$11.3K +235 +5%
JIR
228
James Investment Research
Ohio
$229K
SCG
229
Sonata Capital Group
Washington
$227K -$72.1K -1,500 -24%
GRP
230
Global Retirement Partners
California
$224K +$23.9K +504 +12%
SIC
231
SJS Investment Consulting
Ohio
$221K +$221K +4,607 New
CBFP
232
Cedar Brook Financial Partners
Ohio
$219K +$219K +4,558 New
FPCP
233
Fort Point Capital Partners
California
$217K -$37.7K -784 -15%
SFC
234
Strategic Financial Concepts
Texas
$214K +$214K +4,445 New
VC
235
Veery Capital
Delaware
$212K
ACIM
236
Azimuth Capital Investment Management
Michigan
$211K -$71K -1,476 -25%
MGIA
237
Moneta Group Investment Advisors
Missouri
$208K +$8.22K +171 +4%
SG
238
StoneX Group
New York
$205K +$205K +4,270 New
CWM
239
Congress Wealth Management
Massachusetts
$203K -$55.8K -1,160 -22%
MCA
240
MSH Capital Advisors
Arizona
$201K -$24.7K -514 -11%
Deutsche Bank
241
Deutsche Bank
Germany
$181K
CQS
242
Credential Qtrade Securities
$173K
HCA
243
Harbor Capital Advisors
Illinois
$172K +$172K +3,578 New
IWP
244
Icon Wealth Partners
Texas
$158K +$1.35K +28 +0.9%
Qube Research & Technologies (QRT)
245
Qube Research & Technologies (QRT)
United Kingdom
$153K +$153K +3,184 New
Fidelity Investments
246
Fidelity Investments
Massachusetts
$136K +$29.4K +611 +28%
EWA
247
EP Wealth Advisors
California
$131K +$131K +2,734 New
PTC
248
Private Trust Company
Ohio
$130K +$21.6K +450 +20%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$106K
CT
250
Colonial Trust
South Carolina
$90.9K