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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

286 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
103
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
Personal Capital Advisors
California
$478M
2
Principal Financial Group
Principal Financial Group
Iowa
$63.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$166M
4
Jane Street
Jane Street
New York
$29M
5
BFM
Boston Financial Management
Massachusetts
$17.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.49B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$261K
3
MNG
Manning & Napier Group
New York
$22.4M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$0
5
AWM
Aprio Wealth Management
Georgia
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
276
Key Financial Inc
Pennsylvania
$2.21K – – –
WA
277
Win Advisors
Florida
$1.08K – – –
HIA
278
Harbor Investment Advisory
Maryland
$1.03K -$98 -2 -9%
EWM
279
Endurance Wealth Management
Rhode Island
$1K – – –
BTI
280
Blue Trust Inc
Georgia
$1K +$455 +5 +83%
TCWA
281
Ten Capital Wealth Advisors
Washington
$589 +$589 +12 New
LFG
282
Larson Financial Group
Missouri
$393 – – –
HCP
283
Hexagon Capital Partners
Arkansas
$196 – – –
HWM
284
HighMark Wealth Management
Minnesota
$155 – – –
LWANC
285
Laurel Wealth Advisors (North Carolina)
North Carolina
$148 +$148 +3 New
FIM
286
FWL Investment Management
Texas
$49 +$49 +1 New
State of Wisconsin Investment Board
287
State of Wisconsin Investment Board
Wisconsin
– -$18.2M -379,303 Closed
MA
288
MUFG Americas
New York
– -$10.2M -212,511 Closed
CWM
289
CMH Wealth Management
New Hampshire
– -$3.68M -76,638 Closed
IWP
290
Insight Wealth Partners
Texas
– -$3.45M -71,772 Closed
DCC
291
Dow Chemical Company
Michigan
– -$2.47M -51,458 Closed
OMC
292
Old Mission Capital
Illinois
– -$2.19M -45,468 Closed
Citadel Advisors
293
Citadel Advisors
Florida
– -$1.55M -32,207 Closed
Baird Financial Group
294
Baird Financial Group
Wisconsin
– -$1.27M -26,428 Closed
JWA
295
JFS Wealth Advisors
Pennsylvania
– -$648K -13,479 Closed
Bessemer Group
296
Bessemer Group
New Jersey
– -$546K -11,363 Closed
AFP
297
Ausdal Financial Partners
Iowa
– -$506K -10,537 Closed
NCG
298
Newport Capital Group
New Jersey
– -$371K -7,512 Closed
PWA
299
Physician Wealth Advisors
Utah
– -$349K -7,198 Closed
AWM
300
Apollon Wealth Management
South Carolina
– -$288K -5,992 Closed
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