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iShares Broad USD Investment Grade Corporate Bond ETF

435 hedge funds and large institutions have $8.58B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+40
Holders Change %
+10.13%
% of All Funds
5.79%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
79
Increased
162
Reduced
111
Closed
29
Calls
$1.08M
Puts
Net Calls
+$1.08M
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Shares
Change %
OAS
251
Optivise Advisory Services
Tennessee
$324K -$6.64K -132 -2%
Corient Private Wealth
252
Corient Private Wealth
Florida
$319K -$1.91K -38 -0.6%
PFS
253
Prospera Financial Services
Texas
$318K -$12.3K -245 -4%
IIA
254
IPG Investment Advisors
California
$310K
GRP
255
Global Retirement Partners
California
$309K +$16.7K +332 +6%
SF
256
Synovus Financial
Georgia
$306K -$3.27K -65 -1%
CAL
257
Capital Analysts LLC
Pennsylvania
$303K +$19.2K +383 +7%
CPIG
258
Chicago Partners Investment Group
Illinois
$302K
SW
259
Simplicity Wealth
New Jersey
$295K -$4.63M -92,101 -94%
AQR Capital Management
260
AQR Capital Management
Connecticut
$294K +$4.93K +98 +2%
UAG
261
United Advisor Group
Ohio
$291K -$582K -11,574 -67%
SWP
262
ShoreHaven Wealth Partners
New Jersey
$291K -$264K -5,245 -48%
NAM
263
NorthCrest Asset Manangement
Minnesota
$291K -$5.83K -116 -2%
SS
264
SBI Securities
Japan
$286K +$286K +5,693 New
FWM
265
FLP Wealth Management
Arkansas
$283K +$283K +5,628 New
SVWG
266
Shared Vision Wealth Group
United States
$277K -$135K -2,693 -33%
TC
267
Truvestments Capital
Florida
$275K -$50.5K -1,005 -16%
AG
268
Ascent Group
Virginia
$275K -$64.8K -1,288 -19%
Jones Financial Companies
269
Jones Financial Companies
Missouri
$271K +$37.3K +741 +16%
Focus Partners Wealth
270
Focus Partners Wealth
Massachusetts
$270K +$270K +5,374 New
EWA
271
Exencial Wealth Advisors
Oklahoma
$270K +$9.96K +198 +4%
TCM
272
TD Capital Management
Tennessee
$269K -$43.6K -867 -14%
William Blair & Company
273
William Blair & Company
Illinois
$263K +$92.9K +1,847 +54%
DWP
274
Destiny Wealth Partners
Florida
$250K
NCM
275
Noesis Capital Mangement
Florida
$249K