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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

242 hedge funds and large institutions have $3.89B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-8
Holders Change %
-3.2%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
37
Increased
89
Reduced
78
Closed
42
Calls
$1.52M
Puts
–
Net Calls
+$1.52M
Net Calls Change
+$1.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.11B
2
Truist Financial
Truist Financial
North Carolina
$316M
3
Jane Street
Jane Street
New York
$32.2M
4
BlackRock
BlackRock
New York
$357M
5
Asset Management One
Asset Management One
Japan
$43.2M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$732K
2
AssetMark Inc
AssetMark Inc
California
$11.2M
3
Citadel Advisors
Citadel Advisors
Florida
$4.05M
4
MNG
Manning & Napier Group
New York
$47.2M
5
FI
FormulaFolio Investments
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$20M -$1.81M -30,337 -8%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$19.6M – – –
NW
28
NewEdge Wealth
Pennsylvania
$18.5M +$8.53M +144,517 +85%
CFG
29
CNO Financial Group
Indiana
$18.5M – – –
WWM
30
WT Wealth Management
Arizona
$13.7M +$9.76M +165,314 +245%
SMM
31
Stadion Money Management
Georgia
$12.7M +$480K +8,138 +4%
MA
32
MUFG Americas
New York
$12.2M +$187K +3,170 +2%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$12.2M -$13.2M -223,457 -52%
EIA
34
Edgemoor Investment Advisors
Maryland
$11.5M -$111K -1,872 -1%
AssetMark Inc
35
AssetMark Inc
California
$11.2M -$76.5M -1,295,935 -87%
DWM
36
Destination Wealth Management
California
$10.9M +$344K +5,825 +3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$9.95M +$5.2M +88,021 +109%
GWMIA
38
Global Wealth Management Investment Advisory
Florida
$8.18M -$74.4K -1,260 -0.9%
SAM
39
Securian Asset Management
Minnesota
$7.97M +$372K +6,300 +5%
MCWS
40
McKinley Carter Wealth Services
West Virginia
$7.83M +$7.55M +127,904 +2,712%
PAMU
41
Pictet Asset Management (UK)
United Kingdom
$7.7M -$2.15M -36,460 -22%
SMI
42
Shelter Mutual Insurance
Missouri
$7.68M +$7.68M +130,000 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$7.61M +$7.61M +128,936 New
BA
44
Bellwether Advisors
Nebraska
$7.38M -$422K -7,142 -5%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.3M -$2.44M -41,333 -25%
CFGF
46
Compass Financial Group (Florida)
Florida
$7.21M -$199K -3,374 -3%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$7.08M +$7.08M +119,950 New
Osaic Holdings
48
Osaic Holdings
Arizona
$6.76M -$8.22M -139,208 -55%
SEI Investments
49
SEI Investments
Pennsylvania
$5.83M – – –
MML Investors Services
50
MML Investors Services
Massachusetts
$5.75M -$1.3M -22,097 -18%
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