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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
51
Increased
142
Reduced
82
Closed
38
Calls
$356K
Puts
$120K
Net Calls
+$236K
Net Calls Change
-$19K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.56B
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$85.8M
3
AssetMark Inc
3
AssetMark Inc
California
$254M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$555M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$30.1M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$107M
2
MNG
2
Manning & Napier Group
New York
$21.8M
3
JFG
3
Jefferies Financial Group
New York
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
Truist Financial
5
Truist Financial
North Carolina
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
26
MetLife Investment Management
New Jersey
$33.9M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$32.2M +$815K +16,958 +3%
LPL Financial
28
LPL Financial
California
$31.5M +$1.3M +27,087 +4%
CAI
29
Capital Advisors Inc
Oklahoma
$31.2M -$382K -7,948 -1%
Osaic Holdings
30
Osaic Holdings
Arizona
$30.1M +$18.4M +383,687 +159%
OCM
31
One Capital Management
California
$29M +$3.45M +71,794 +14%
RJA
32
Raymond James & Associates
Florida
$27.1M +$1.31M +27,215 +5%
MA
33
MCF Advisors
Kentucky
$26.9M +$1.34M +27,834 +5%
Goldman Sachs
34
Goldman Sachs
New York
$26M -$199K -4,150 -0.8%
AWE
35
Avidian Wealth Enterprises
Texas
$25.8M +$2.5M +52,033 +11%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$22.9M +$456K +9,485 +2%
AP
37
Americana Partners
Texas
$22M +$5.86M +130,334 +36%
MNG
38
Manning & Napier Group
New York
$21.8M -$22.2M – –
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.1M +$37K +769 +0.2%
M&T Bank
40
M&T Bank
New York
$19.9M -$2.95M -61,265 -13%
BFM
41
Boston Financial Management
Massachusetts
$19.2M +$678K +14,095 +4%
NW
42
NewEdge Wealth
Pennsylvania
$17.5M +$2.81M +58,430 +19%
Cerity Partners
43
Cerity Partners
New York
$15.4M -$1.99M -41,323 -11%
RWG
44
Ratio Wealth Group
Colorado
$15.2M +$110K +2,291 +0.7%
SAM
45
Securian Asset Management
Minnesota
$14.6M +$571K +11,880 +4%
SMI
46
Shelter Mutual Insurance
Missouri
$14M – – –
CAN
47
Cetera Advisor Networks
California
$13M +$10.8M +225,562 +511%
TC
48
Trilogy Capital
California
$12.7M -$81.9K -1,703 -0.6%
SC
49
Saiph Capital
New Jersey
$12.7M +$828K +17,230 +7%
BHB
50
Bank Hapoalim BM
Israel
$12.3M +$12.3M +255,000 New
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