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iShares Broad USD Investment Grade Corporate Bond ETF

327 hedge funds and large institutions have $6.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
53
Increased
124
Reduced
97
Closed
34
Calls
$796K
Puts
$541K
Net Calls
+$255K
Net Calls Change
+$650K
Name Holding Trade Value Shares
Change
Shares
Change %
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$32.5M -$4.98M -99,365 -13%
LPL Financial
27
LPL Financial
California
$31.4M -$678K -13,541 -2%
Goldman Sachs
28
Goldman Sachs
New York
$27.3M -$3.28M -65,438 -11%
RJA
29
Raymond James & Associates
Florida
$26.9M -$29.1M -580,950 -52%
MA
30
MCF Advisors
Kentucky
$26.6M +$1.2M +24,039 +5%
OCM
31
One Capital Management
California
$26.6M +$16.2M +322,633 +155%
AWE
32
Avidian Wealth Enterprises
Texas
$24.3M +$1.49M +29,726 +7%
M&T Bank
33
M&T Bank
New York
$23.8M -$1.13M -22,630 -5%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$23.4M -$331K -6,605 -1%
MNG
35
Manning & Napier Group
New York
$22.2M -$23.2M
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.9M -$233K -4,655 -1%
BFM
37
Boston Financial Management
Massachusetts
$19.3M +$151K +3,009 +0.8%
JFG
38
Jefferies Financial Group
New York
$18.6M +$18.6M +371,498 New
Cerity Partners
39
Cerity Partners
New York
$18.1M +$17.5M +349,111 +2,698%
Barclays
40
Barclays
United Kingdom
$18M +$18M +358,934 New
AP
41
Americana Partners
Texas
$18M +$18M +358,833 New
RWG
42
Ratio Wealth Group
Colorado
$15.7M +$15.7M +314,422 New
BS
43
Banco Santander
Spain
$15.6M +$6.26M +125,044 +67%
NW
44
NewEdge Wealth
Pennsylvania
$15.4M +$4.95M +98,746 +48%
SAM
45
Securian Asset Management
Minnesota
$14.6M -$511K -10,200 -3%
SMI
46
Shelter Mutual Insurance
Missouri
$14.6M +$8.06M +160,980 +124%
TC
47
Trilogy Capital
California
$13.3M -$153K -3,044 -1%
SC
48
Saiph Capital
New Jersey
$12.4M +$2.33M +46,588 +23%
Osaic Holdings
49
Osaic Holdings
Arizona
$12.1M +$1.24M +24,666 +11%
Wells Fargo
50
Wells Fargo
California
$11.8M +$1.4M +27,899 +13%