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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

379 hedge funds and large institutions have $7.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
5.56%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.37%
New
88
Increased
121
Reduced
113
Closed
42
Calls
$3.59M
Puts
$31K
Net Calls
+$3.56M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$355M
2
VFA
Voya Financial Advisors
Connecticut
$86M
3
MFG
Merit Financial Group
Georgia
$66.1M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M
5
Morgan Stanley
Morgan Stanley
New York
$238M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.43B
2
MIM
MetLife Investment Management
New Jersey
$0
3
CAI
Capital Advisors Inc
Oklahoma
$266K
4
MNG
Manning & Napier Group
New York
$22.9M
5
OCM
One Capital Management
California
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
276
Qube Research & Technologies (QRT)
United Kingdom
$163K – – –
FCA
277
FinTrust Capital Advisors
South Carolina
$161K -$108K -2,104 -40%
IWA
278
Icon Wealth Advisors
Texas
$158K +$158K +3,092 New
EWA
279
EP Wealth Advisors
California
$154K +$14.1K +275 +10%
PNC Financial Services Group
280
PNC Financial Services Group
Pennsylvania
$153K +$40.1K +782 +36%
ASN
281
Advisory Services Network
Georgia
$149K +$149K +2,914 New
William Blair & Company
282
William Blair & Company
Illinois
$143K -$141K -2,748 -50%
PTC
283
Private Trust Company
Ohio
$139K – – –
SWC
284
Spectrum Wealth Counsel
Indiana
$134K +$134K +2,612 New
CT
285
Colonial Trust
South Carolina
$121K +$25.2K +491 +26%
PA
286
Pineridge Advisors
Missouri
$112K +$112K +2,182 New
CAS
287
Coppell Advisory Solutions
Texas
$99.5K +$99.5K +1,942 New
FFA
288
Farther Finance Advisors
California
$98.8K +$8.92K +174 +10%
HI
289
Harbour Investments
Wisconsin
$88.8K -$3.9K -76 -4%
AIC
290
Archer Investment Corporation
Indiana
$88.1K – – –
Fidelity Investments
291
Fidelity Investments
Massachusetts
$79.1K -$65.8K -1,283 -45%
TVAMP
292
Tennessee Valley Asset Management Partners
Tennessee
$73K +$73K +1,424 New
CFD
293
Creative Financial Designs
Indiana
$70.5K +$16.5K +321 +30%
PA
294
Parallel Advisors
California
$69.1K +$5.54K +108 +9%
Barclays
295
Barclays
United Kingdom
$69K +$69K +1,352 New
RFS
296
Richardson Financial Services
Massachusetts
$67K +$67K +1,308 New
VL
297
Vima LLC
Michigan
$66.7K +$66.7K +130 New
PWA
298
Provenance Wealth Advisors
Florida
$66.4K +$66.4K +1,295 New
RCM
299
Raleigh Capital Management
North Carolina
$66.1K +$12.4K +242 +23%
EDRH
300
Edmond de Rothschild Holding
Switzerland
$63.6K – – –
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