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iShares Broad USD Investment Grade Corporate Bond ETF

287 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, 104 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

12% more capital invested

Capital invested by funds: $4.66B → $5.21B (+$553M)

7% more funds holding

Funds holding: 267287 (+20)

8% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.39M

1.91% less ownership

Funds ownership: 70.85%68.94% (-1.9%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

Holders
287
Holders Change
+20
Holders Change %
+7.49%
% 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
104
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Apollon Wealth Management
South Carolina
-$288K -5,992 Closed
FHC
302
First Heartland Consultants
Missouri
-$271 -5,652 Closed
WWM
303
Western Wealth Management
Colorado
-$253K -5,276 Closed
FSC
304
Full Sail Capital
Oklahoma
-$216K -4,490 Closed
IWA
305
Icon Wealth Advisors
Texas
-$176K -3,670 Closed
Barclays
306
Barclays
United Kingdom
-$135K -2,800 Closed
CWA
307
Clearview Wealth Advisors
Oregon
-$100K -2,085 Closed
National Bank of Canada
308
National Bank of Canada
Quebec, Canada
-$83K -1,731 Closed
CFO
309
CVA Family Office
Colorado
-$61K -1,275 Closed
EDRH
310
Edmond de Rothschild Holding
Switzerland
-$60K -1,240 Closed
CIAS
311
Capital Investment Advisory Services
North Carolina
-$56K -1,173 Closed
HGERS
312
Householder Group Estate & Retirement Specialist
Arizona
-$42K -884 Closed
MS
313
Mizuho Securities
Japan
-$20K -416 Closed
BSSFA
314
Baron Silver Stevens Financial Advisors
Florida
-$3.98K -388 Closed
Citigroup
315
Citigroup
New York
-$12K -260 Closed
SSB
316
Sandy Spring Bank
Maryland
-$10K -210 Closed
SWM
317
Selective Wealth Management
Virginia
-$8K -163 Closed
WB
318
Webster Bank
Connecticut
-$8K -162 Closed
OPW
319
Oxler Private Wealth
New York
-$11.3K -100 Closed
HFS
320
Hantz Financial Services
Michigan
-$4K -79 Closed
AWM
321
Atticus Wealth Management
Florida
-$3K -63 Closed
TFS
322
TrustCore Financial Services
Tennessee
-$2K -37 Closed
S
323
SignatureFD
Georgia
-$1K -27 Closed
BWA
324
BDO Wealth Advisors
Florida
-$1K -12 Closed
SSG
325
Summit Securities Group
New York
+$439 +9 +900%