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iShares Broad USD Investment Grade Corporate Bond ETF

267 hedge funds and large institutions have $4.66B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

3.85% more ownership

Funds ownership: 67.01%70.85% (+3.8%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

5% more capital invested

Capital invested by funds: $4.46B → $4.66B (+$204M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

3% less funds holding

Funds holding: 274267 (-7)

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
39
Increased
90
Reduced
84
Closed
42
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
251
TrustCore Financial Services
Tennessee
$2K
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$1.83K +$166K +3,250 +10%
CA
253
Clearstead Advisors
Ohio
$1K
EWM
254
Endurance Wealth Management
Rhode Island
$1K
MCC
255
Money Concepts Capital
Florida
$1K
WA
256
Win Advisors
Florida
$1K
HIA
257
Harbor Investment Advisory
Maryland
$1K +$51 +1 +5%
BWA
258
BDO Wealth Advisors
Florida
$1K +$611 +12 New
S
259
SignatureFD
Georgia
$1K +$1.38K +27 New
FHC
260
First Heartland Consultants
Missouri
$271 +$288K +5,652 New
AFIMH
261
American Family Insurance Mutual Holding
Wisconsin
-$127M -2,500,000 Closed
SMM
262
Stadion Money Management
Georgia
-$9.27M -181,817 Closed
CFGF
263
Compass Financial Group (Florida)
Florida
-$6.29M -123,337 Closed
3AM
264
3EDGE Asset Management
Florida
-$1.93M -37,888 Closed
SWP
265
ShoreHaven Wealth Partners
New Jersey
-$1.88M -36,980 Closed
SIA
266
SeaBridge Investment Advisors
New Jersey
-$1.09M -21,375 Closed
Bank of Nova Scotia
267
Bank of Nova Scotia
Ontario, Canada
-$732K -14,373 Closed
ACM
268
Allred Capital Management
Texas
-$385K -7,564 Closed
LAS
269
Lloyd Advisory Services
Georgia
-$371K -7,276 Closed
HF
270
HRT Financial
New York
-$331K -6,512 Closed
IF
271
Intrua Financial
Texas
-$298K -5,849 Closed
CG
272
Colony Group
Massachusetts
-$292K -5,720 Closed
SFG
273
Snider Financial Group
Washington
-$282K -5,532 Closed
KPWS
274
Kestra Private Wealth Services
Texas
-$262K -5,141 Closed
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
-$256K -5,021 Closed