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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

96 hedge funds and large institutions have $869M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
17
Increased
38
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$99.1M
2
AssetMark Inc
2
AssetMark Inc
California
$93.4M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$56.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.8M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$34.6M

Top Sellers

1
AT
1
Arden Trust
Delaware
$0
2
JIR
2
James Investment Research
Ohio
$4.29M
3
SB
3
Suntrust Banks
Georgia
$4.14M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$2.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
26
Strategic Income Management
Washington
$4.46M -$172K -3,042 -4%
JIR
27
James Investment Research
Ohio
$4.29M -$4.9M – –
SB
28
Suntrust Banks
Georgia
$4.14M -$2.67M -47,182 -39%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$3.88M +$157K +2,800 +4%
VKH
30
Virtu KCG Holdings
New York
$3.8M +$3.46M +61,092 +1,041%
BAC
31
Boys Arnold & Co
North Carolina
$3.41M +$25.5K +450 +0.8%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$3.37M -$643K -11,340 -16%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.16M +$3.16M +55,804 New
KC
34
Kingfisher Capital
North Carolina
$3.04M +$86.5K +1,526 +3%
Ameriprise
35
Ameriprise
Minnesota
$2.88M +$187K +3,292 +7%
Lazard Asset Management
36
Lazard Asset Management
New York
$2.4M -$2.37M – –
SS
37
Simplicity Solutions
Minnesota
$1.91M +$1.18M +20,778 +162%
PVH
38
Psagot Value Holdings
Israel
$1.9M -$40.5K -714 -2%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$1.38M +$893K +15,746 +184%
BA
40
BlackRock Advisors
Delaware
$1.34M +$431K +7,604 +48%
BCM
41
Bluefin Capital Management
New York
$1.28M +$1.28M +22,642 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.2M +$118K +2,082 +11%
AI
43
Atria Investments
North Carolina
$982K +$265K +4,678 +37%
MMLI
44
Massachusetts Mutual Life Insurance
Massachusetts
$979K +$979K +17,270 New
TNBTD
45
Trustmark National Bank Trust Department
Mississippi
$900K -$119K -2,100 -12%
BA
46
Boston Advisors
Massachusetts
$835K -$53.7K -948 -6%
MA
47
MUFG Americas
New York
$827K +$90.7K +1,600 +12%
IPC
48
Independent Portfolio Consultants
Florida
$826K -$58.9K -1,040 -7%
Truist Financial
49
Truist Financial
North Carolina
$657K – – –
VFA
50
Voya Financial Advisors
Connecticut
$656K +$656K +11,614 New
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