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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

250 hedge funds and large institutions have $4.03B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+34
Holders Change %
+15.74%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
56
Increased
84
Reduced
59
Closed
19
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
+$117K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$159M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$46.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$32.7M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$25M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$953M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$56.5M
3
AssetMark Inc
AssetMark Inc
California
-$48.9M
4
Temasek Holdings
Temasek Holdings
Singapore
-$31.5M
5
GWM
Geneos Wealth Management
Colorado
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
26
FormulaFolio Investments
Michigan
$23.5M +$23.5M +378,442 New
GWM
27
Geneos Wealth Management
Colorado
$21.2M -$16.2M -277,970 -43%
COF
28
Capital One Financial
Virginia
$20.6M +$20.6M +332,973 New
AWE
29
Avidian Wealth Enterprises
Texas
$20.1M +$6.29M +101,512 +46%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$19.6M – – –
CFG
31
CNO Financial Group
Indiana
$19.4M +$19.4M +312,900 New
Osaic Holdings
32
Osaic Holdings
Arizona
$15.7M -$4.24M -68,367 -21%
1WM
33
1900 Wealth Management
Texas
$13M +$13M +209,496 New
SMM
34
Stadion Money Management
Georgia
$12.9M -$83.1K -1,341 -0.6%
MA
35
MUFG Americas
New York
$12.6M +$879K +14,184 +8%
EIA
36
Edgemoor Investment Advisors
Maryland
$12.1M +$2.96M +47,685 +32%
DWM
37
Destination Wealth Management
California
$11M +$229K +3,696 +2%
NW
38
NewEdge Wealth
Pennsylvania
$10.5M +$10.5M +169,566 New
PAMU
39
Pictet Asset Management (UK)
United Kingdom
$10.3M +$2.33M +37,595 +29%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M +$140K +2,254 +1%
SWMG
41
Sanchez Wealth Management Group
Florida
$10.2M -$5.1M -82,260 -33%
GWMIA
42
Global Wealth Management Investment Advisory
Florida
$8.67M +$123K +1,980 +1%
BA
43
Bellwether Advisors
Nebraska
$8.18M +$8.18M +132,077 New
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$8.06M – – –
RJFSA
45
Raymond James Financial Services Advisors
Florida
$8.05M +$1.53M +24,679 +23%
SAM
46
Securian Asset Management
Minnesota
$7.98M -$1.33M -21,500 -14%
CFGF
47
Compass Financial Group (Florida)
Florida
$7.78M -$57.8K -932 -0.7%
FIG
48
FundX Investment Group
California
$7.7M -$1.62M -26,164 -17%
Jane Street
49
Jane Street
New York
$7.54M +$7.54M +121,588 New
MML Investors Services
50
MML Investors Services
Massachusetts
$7.41M +$842K +13,589 +13%
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