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iShares Broad USD Investment Grade Corporate Bond ETF

377 hedge funds and large institutions have $9.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 111 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.28%
New
51
Increased
150
Reduced
111
Closed
46
Calls
$264K
Puts
Net Calls
+$264K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
26
Avidian Wealth Enterprises
Texas
$45.4M +$11.1M +218,937 +32%
LRWA
27
Long Run Wealth Advisors
New York
$41.3M +$1.8M +35,403 +5%
LPL Financial
28
LPL Financial
California
$38.5M +$628K +12,367 +2%
AWM
29
AE Wealth Management
Kansas
$34.5M -$45.5M -895,492 -57%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$33.4M +$28.2M +554,480 +532%
Goldman Sachs
31
Goldman Sachs
New York
$31.9M +$41.3K +814 +0.1%
MA
32
MCF Advisors
Kentucky
$31.5M +$2.21M +43,568 +8%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.6M -$8.01M -157,815 -21%
MLICM
34
Metropolitan Life Insurance Company (MetLife)
New York
$29.4M
AP
35
Americana Partners
Texas
$28.7M +$1.16M +22,799 +4%
NW
36
NewEdge Wealth
Pennsylvania
$27.7M +$9.27M +186,775 +50%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$27.1M -$58.7M -1,156,465 -68%
RJA
38
Raymond James & Associates
Florida
$26.8M -$364K -7,178 -1%
CAN
39
Cetera Advisor Networks
California
$26.4M -$5.07M -99,812 -16%
MNG
40
Manning & Napier Group
New York
$21.8M -$22.9M
BFM
41
Boston Financial Management
Massachusetts
$20.9M +$811K +15,980 +4%
RWG
42
Ratio Wealth Group
Colorado
$20.6M +$1.7M +33,533 +9%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$20.3M -$12.6M -248,760 -38%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.2M +$372K +7,319 +2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$18.5M -$17.9M -353,043 -49%
Wells Fargo
46
Wells Fargo
California
$17.8M +$6.12M +120,460 +52%
Cerity Partners
47
Cerity Partners
New York
$16.6M +$332K +6,545 +2%
OIA
48
OneDigital Investment Advisors
Kansas
$16.2M +$865K +17,031 +6%
SAM
49
Securian Asset Management
Minnesota
$16.2M +$368K +7,255 +2%
OCM
50
One Capital Management
California
$16M +$1.95M +38,389 +14%