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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
51
Increased
142
Reduced
82
Closed
38
Calls
$356K
Puts
$120K
Net Calls
+$236K
Net Calls Change
-$19K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.56B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$85.8M
3
AssetMark Inc
AssetMark Inc
California
$254M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$555M
5
Osaic Holdings
Osaic Holdings
Arizona
$30.1M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$107M
2
MNG
Manning & Napier Group
New York
$21.8M
3
JFG
Jefferies Financial Group
New York
$0
4
Barclays
Barclays
United Kingdom
$0
5
Truist Financial
Truist Financial
North Carolina
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
301
AlphaMark Advisors
Kentucky
$10K – – –
HWA
302
HHM Wealth Advisors
Tennessee
$9.81K – – –
Nomura Asset Management
303
Nomura Asset Management
Japan
$9.61K – – –
EWM
304
EPG Wealth Management
Georgia
$9.23K – – –
NCM
305
Northwest Capital Management
Oregon
$8.99K – – –
KFS
306
Kelly Financial Services
Massachusetts
$8.84K -$3.6K -75 -29%
DWA
307
Delos Wealth Advisors
Texas
$8.22K -$941 -19 -10%
SFA
308
Semmax Financial Advisors
North Carolina
$7.78K +$7.78K +162 New
PS
309
PayPay Securities
Japan
$7.6K -$288 -6 -4%
ADL
310
Asset Dedication LLC
California
$7K +$5.86K +118 +513%
RIA
311
Realta Investment Advisors
Delaware
$6.01K – – –
HWP
312
Hibernia Wealth Partners
Louisiana
$4.42K +$4.42K +92 New
AWA
313
Authentikos Wealth Advisory
California
$4.42K +$4.42K +92 New
BBHC
314
Brown Brothers Harriman & Co
New York
$4.37K +$1.01K +21 +30%
FWA
315
FSC Wealth Advisors
New York
$3.63K +$3.63K +76 New
RFA
316
Register Financial Advisors
Georgia
$3.46K – – –
HT
317
Headlands Technologies
Illinois
$3.17K -$1.35K -28 -30%
WA
318
WestEnd Advisors
North Carolina
$2.69K +$2.69K +56 New
GEA
319
Glen Eagle Advisors
New Jersey
$2.64K -$1.49K -31 -36%
NRC
320
New Republic Capital
North Carolina
$2.64K +$2.64K +55 New
GI
321
Gradient Investments
Minnesota
$2.4K +$2.4K +50 New
KFI
322
Key Financial Inc
Pennsylvania
$2.21K – – –
NMG
323
New Millennium Group
Utah
$2.18K -$1.26K -26 -37%
BTI
324
Blue Trust Inc
Georgia
$2K +$50 +1 +3%
GA
325
GoalVest Advisory
New York
$1.92K +$1.92K +40 New
11 12
13
14 15