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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
351
Alesco Advisors
New York
– -$262K -5,240 Closed
Mercer Global Advisors
352
Mercer Global Advisors
Colorado
– -$262K -5,223 Closed
Lido Advisors
353
Lido Advisors
California
– -$229K -4,575 Closed
CWA
354
Clarity Wealth Advisors
California
– -$223K -4,451 Closed
FAG
355
Financial Advisory Group
Texas
– -$217K -4,323 Closed
HF
356
HRT Financial
New York
– -$206K -4,118 Closed
BFA
357
Beaumont Financial Advisors
Massachusetts
– -$204K -4,068 Closed
MA
358
MONECO Advisors
Connecticut
– -$202K -4,025 Closed
WP
359
WealthPLAN Partners
Nebraska
– -$180K -3,598 Closed
Citigroup
360
Citigroup
New York
– -$121K -2,416 Closed
CWC
361
Carolinas Wealth Consulting
North Carolina
– -$113K -2,264 Closed
MIH
362
Meitav Investment House
Israel
– -$78.8K -1,574 Closed
CT
363
Clearstead Trust
Maine
– -$50.7K -1,000 Closed
IPW
364
Impact Partnership Wealth
Georgia
– -$35.2K -703 Closed
OHWP
365
Oak Harbor Wealth Partners
North Carolina
– -$33.8K -675 Closed
IGWM
366
ICA Group Wealth Management
Colorado
– -$24.9K -497 Closed
NFSG
367
Newbridge Financial Services Group
Florida
– -$22.4K -446 Closed
SFSG
368
Sound Financial Strategies Group
Mississippi
– -$17.9K -357 Closed
TWD
369
True Wealth Design
Ohio
– -$16.9K -338 Closed
RI
370
Ridgewood Investments
New Jersey
– -$8.57K -171 Closed
OC
371
Oakworth Capital
Alabama
– -$8.11K -162 Closed
VF
372
VitalStone Financial
Texas
– -$7K -138 Closed
CFFP
373
Center for Financial Planning
Michigan
– -$3.26K -65 Closed
FA
374
Fiduciary Alliance
South Carolina
– -$3.01K -60 Closed
IFAM
375
Institutional & Family Asset Management
Colorado
– -$401 -8 Closed
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