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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

93 hedge funds and large institutions have $549M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
21
Increased
32
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$16.7M
2
AssetMark Inc
2
AssetMark Inc
California
$24.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.4M
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
ECM
5
ETrade Capital Management
Virginia
$126M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12M
3
JIR
3
James Investment Research
Ohio
$4.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BCM
5
Bluefin Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
26
James Investment Research
Ohio
$4.9M -$4.98M – –
SIM
27
Strategic Income Management
Washington
$4.57M +$4.57M +81,690 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.96M +$83.3K +1,490 +2%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$3.71M -$55.9K -1,000 -1%
BAC
30
Boys Arnold & Co
North Carolina
$3.34M -$97.8K -1,750 -3%
KC
31
Kingfisher Capital
North Carolina
$2.91M +$5.93K +106 +0.2%
Ameriprise
32
Ameriprise
Minnesota
$2.65M +$138K +2,474 +5%
Lazard Asset Management
33
Lazard Asset Management
New York
$2.37M – – –
Deutsche Bank
34
Deutsche Bank
Germany
$1.99M -$716K -12,800 -26%
PVH
35
Psagot Value Holdings
Israel
$1.91M +$275K +4,918 +17%
Nomura Asset Management
36
Nomura Asset Management
Japan
$1.09M -$993K -17,800 -48%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.07M +$98.1K +1,754 +10%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$1.01M – – –
BA
39
BlackRock Advisors
Delaware
$892K +$373K +6,668 +72%
BA
40
Boston Advisors
Massachusetts
$876K +$597K +10,676 +214%
IPC
41
Independent Portfolio Consultants
Florida
$873K -$3.91K -70 -0.4%
KAH
42
Kathryn A. Hall
$763K +$763K +13,650 New
MA
43
MUFG Americas
New York
$726K -$27.9K -500 -4%
SS
44
Simplicity Solutions
Minnesota
$717K +$717K +12,820 New
AI
45
Atria Investments
North Carolina
$707K -$895 -16 -0.1%
Truist Financial
46
Truist Financial
North Carolina
$648K -$384K -6,872 -37%
CC
47
Courier Capital
New York
$640K – – –
AIP
48
Ameritas Investment Partners
Nebraska
$575K +$575K +10,290 New
Barclays
49
Barclays
United Kingdom
$552K -$350K -6,308 -39%
AFG
50
Arkansas Financial Group
Arkansas
$526K +$59.8K +1,070 +13%
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