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iShares Broad USD Investment Grade Corporate Bond ETF

377 hedge funds and large institutions have $9.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 111 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.28%
New
51
Increased
150
Reduced
111
Closed
46
Calls
$264K
Puts
Net Calls
+$264K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Shares
Change %
GWMR
226
GC Wealth Management RIA
Massachusetts
$354K
CPL
227
CAP Partners LLC
Tennessee
$353K +$24K +472 +7%
HIM
228
Hanlon Investment Management
New Jersey
$346K +$49.8K +980 +17%
SC
229
Scotia Capital
Ontario, Canada
$330K +$14.4K +284 +5%
Koshinski Asset Management
230
Koshinski Asset Management
Illinois
$326K -$85.5K -1,684 -21%
TCM
231
TD Capital Management
Tennessee
$315K +$58.1K +1,144 +23%
IIA
232
IPG Investment Advisors
California
$313K -$18.2K -359 -6%
MWM
233
Maripau Wealth Management
Indiana
$310K -$233K -4,586 -43%
CPIG
234
Chicago Partners Investment Group
Illinois
$299K +$2.38K +48 +0.8%
PFS
235
Prospera Financial Services
Texas
$298K +$298K +5,863 New
WWS
236
Wellington Wealth Strategies
Indiana
$288K +$288K +5,675 New
LA
237
Lane & Associates
New Jersey
$286K -$5.23K -103 -2%
RF
238
RHS Financial
California
$282K +$74.4K +1,466 +36%
SAI
239
Savvy Advisors Inc
New York
$279K +$17K +335 +6%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$277K +$75K +1,477 +37%
RA
241
RFG Advisory
Alabama
$276K -$104K -2,054 -27%
CAL
242
Capital Analysts LLC
Pennsylvania
$266K +$255K +5,025 +2,428%
AAS
243
Avantax Advisory Services
Texas
$265K +$47.5K +936 +22%
Lido Advisors
244
Lido Advisors
California
$265K +$265K +5,212 New
DWP
245
Destiny Wealth Partners
Florida
$253K
CA
246
Clearstead Advisors
Ohio
$252K +$1.5K +30 +0.6%
NCM
247
Noesis Capital Mangement
Florida
$251K
CJFS
248
Coulter & Justus Financial Services
Tennessee
$251K +$251K +4,952 New
BRWA
249
B. Riley Wealth Advisors
Florida
$246K +$40K +832 +19%
ECM
250
Evergreen Capital Management
Washington
$245K