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iShares Broad USD Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $8.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 149 increasing their positions, 122 reducing their positions, and 46 closing their positions.

Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.71%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
50
Increased
149
Reduced
122
Closed
46
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
26
Avidian Wealth Enterprises
Texas
$51.1M +$1.78M +33,944 +4%
LRWA
27
Long Run Wealth Advisors
New York
$50.4M +$2.79M +53,084 +6%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$45.3M +$5.52M +104,814 +14%
AWM
29
AE Wealth Management
Kansas
$40.7M +$2.74M +52,129 +7%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$38.2M +$2.56M +48,717 +7%
NJBEST
31
New Jersey Better Educational Savings Trust
New Jersey
$36.8M
MA
32
MCF Advisors
Kentucky
$34.9M +$1.46M +27,829 +4%
AP
33
Americana Partners
Texas
$34.2M -$1.29M -24,481 -4%
Goldman Sachs
34
Goldman Sachs
New York
$30.6M -$5.77M -109,802 -16%
MLICM
35
Metropolitan Life Insurance Company (MetLife)
New York
$30.4M
NW
36
NewEdge Wealth
Pennsylvania
$29.5M +$710K +13,506 +2%
RJA
37
Raymond James & Associates
Florida
$27.4M -$459K -8,727 -2%
BFM
38
Boston Financial Management
Massachusetts
$25.7M +$3.04M +57,850 +13%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$25.7M -$116K -2,204 -0.4%
MNA
40
Manning & Napier Advisors
New York
$25.4M +$222K +4,218 +0.9%
SCVTA
41
Santa Clara Valley Transportation Authority
California
$23.2M +$23.2M +441,930 New
KIM
42
Kestra Investment Management
Texas
$23.1M +$13.8M +261,568 +147%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.7M -$42K -799 -0.2%
BEC
44
Blue Edge Capital
Virginia
$19.5M +$19.5M +369,984 New
WCA
45
Westover Capital Advisors
Delaware
$19.1M +$10M +190,670 +111%
RSWM
46
Robertson Stephens Wealth Management
California
$18.9M +$18.9M +359,200 New
OIA
47
OneDigital Investment Advisors
Kansas
$17.8M +$576K +10,953 +3%
OCM
48
One Capital Management
California
$17.4M +$5.85M +111,228 +51%
SAM
49
Securian Asset Management
Minnesota
$17M
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$16.5M +$10.4M +197,012 +168%