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iShares Broad USD Investment Grade Corporate Bond ETF

435 hedge funds and large institutions have $8.58B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+40
Holders Change %
+10.13%
% of All Funds
5.79%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
79
Increased
162
Reduced
111
Closed
29
Calls
$1.08M
Puts
Net Calls
+$1.08M
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
301
Chesley Taft & Associates
Illinois
$206K +$206K +4,097 New
IAA
302
Independent Advisor Alliance
North Carolina
$204K +$204K +4,048 New
B
303
Bellecapital
Switzerland
$201K
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$198K -$190K -3,790 -49%
RFG
305
REAP Financial Group
Texas
$192K -$16.5K -328 -8%
AF
306
Aviso Financial
Ontario, Canada
$181K
DRP
307
Decker Retirement Planning
Utah
$165K +$165K +3,275 New
CA
308
Clearstead Advisors
Ohio
$163K -$6.13K -122 -4%
NSIM
309
North Star Investment Management
Illinois
$158K +$2.41K +48 +2%
CTC
310
Central Trust Company
Missouri
$157K +$157K +3,113 New
WWM
311
Wolff Wiese Magana
California
$156K
WA
312
WPG Advisers
Maryland
$136K +$136K +2,698 New
HI
313
Harbour Investments
Wisconsin
$133K -$11.3K -225 -8%
NP
314
NorthRock Partners
Minnesota
$130K +$3.32K +66 +3%
IBOK
315
Independence Bank of Kentucky
Kentucky
$122K +$84.3K +1,676 +223%
EAM
316
Empirical Asset Management
Massachusetts
$118K -$498 -193 -0.4%
PA
317
Pineridge Advisors
Missouri
$114K -$10.8K -215 -9%
CAS
318
Coppell Advisory Solutions
Texas
$107K -$5.44K -108 -5%
QC
319
Quent Capital
New York
$96.8K +$82.4K +1,639 +571%
CFD
320
Creative Financial Designs
Indiana
$92.9K +$23.8K +473 +34%
OLVIG
321
Oliver Lagore Vanvalin Investment Group
Michigan
$91.4K -$21.5K -428 -19%
PP
322
Pacifica Partners
Canada
$90.5K
RFS
323
Richardson Financial Services
Massachusetts
$89.5K +$20.1K +400 +29%
AIC
324
Archer Investment Corporation
Indiana
$87.5K
CT
325
Colonial Trust
South Carolina
$84.8K