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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

309 hedge funds and large institutions have $5.76B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.95%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
69
Increased
109
Reduced
91
Closed
39
Calls
$1.68M
Puts
$2.07M
Net Calls
-$395K
Net Calls Change
-$282K

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$366M
2
AssetMark Inc
AssetMark Inc
California
+$54.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$33.7M
4
Principal Financial Group
Principal Financial Group
Iowa
+$26.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$135M
2
BlackRock
BlackRock
New York
-$39.6M
3
Jane Street
Jane Street
New York
-$27.1M
4
MNG
Manning & Napier Group
New York
-$22.4M
5
Truist Financial
Truist Financial
North Carolina
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
301
Annapolis Financial Services
Maryland
$1.17K +$1.17K +23 New
EWM
302
Endurance Wealth Management
Rhode Island
$1K – – –
ADL
303
Asset Dedication LLC
California
$1K +$1K +23 New
HIA
304
Harbor Investment Advisory
Maryland
$963 -$101 -2 -10%
OFG
305
Oxford Financial Group
Indiana
$912 +$912 +18 New
HCP
306
Hexagon Capital Partners
Arkansas
$203 – – –
HWM
307
HighMark Wealth Management
Minnesota
$161 – – –
LWANC
308
Laurel Wealth Advisors (North Carolina)
North Carolina
$152 – – –
TIM
309
Tortoise Investment Management
New York
$101 +$101 +2 New
FGAM
310
Financial Gravity Asset Management
Texas
$1 +$1 +11 New
Susquehanna International Group
311
Susquehanna International Group
Pennsylvania
– -$3.07M -62,558 Closed
CCMG
312
Clark Capital Management Group
Pennsylvania
– -$2.34M -47,612 Closed
Renaissance Technologies
313
Renaissance Technologies
New York
– -$2.2M -44,700 Closed
GMA
314
Glassy Mountain Advisors
Maryland
– -$2.1M -42,764 Closed
WF
315
Wayfinding Financial
Washington
– -$2.43M -41,968 Closed
Northern Trust
316
Northern Trust
Illinois
– -$1.48M -30,116 Closed
WA
317
Wilshire Advisors
California
– -$1.46M -29,789 Closed
AWM
318
Aprio Wealth Management
Georgia
– -$1.04M -21,241 Closed
UCFA
319
United Capital Financial Advisors
Texas
– -$387K -7,884 Closed
LNC
320
Lincoln National Corp
Pennsylvania
– -$334K -6,810 Closed
OFG
321
OmniStar Financial Group
North Carolina
– -$272K -5,529 Closed
SWP
322
Stratos Wealth Partners
Ohio
– -$245K -4,983 Closed
OWA
323
One Wealth Advisors
California
– -$172K -3,509 Closed
Franklin Resources
324
Franklin Resources
California
– -$111K -2,265 Closed
EWA
325
EP Wealth Advisors
California
– -$108K -2,202 Closed
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