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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

107 hedge funds and large institutions have $748M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
35
Reduced
36
Closed
9
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$218K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$57.4M
2
BFA
2
BlackRock Fund Advisors
California
$174M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$35.9M
4
BlackRock
4
BlackRock
New York
$16.9M
5
Ameriprise
5
Ameriprise
Minnesota
$13.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$159M
2
Jane Street
2
Jane Street
New York
$0
3
WI
3
WBI Investments
New Jersey
$0
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$558K +$115K +2,088 +26%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$558K +$558K +10,216 New
FAAS
53
First Allied Advisory Services
California
$521K +$521K +9,538 New
EDRH
54
Edmond de Rothschild Holding
Switzerland
$516K +$18.6K +340 +4%
CIM
55
Cetera Investment Management
California
$497K +$497K +9,104 New
Stifel Financial
56
Stifel Financial
Missouri
$495K -$417K -7,622 -46%
BAS
57
Brown Advisory Securities
Maryland
$482K -$88.6K -1,618 -16%
BCM
58
Bluefin Capital Management
New York
$472K -$708K -12,968 -60%
SCG
59
Sonata Capital Group
Washington
$467K – – –
WA
60
Waverly Advisors
Alabama
$437K -$448K -8,200 -51%
HH
61
Hilltop Holdings
Texas
$429K – – –
CAN
62
Cetera Advisor Networks
California
$413K -$137K -2,514 -25%
CC
63
Courier Capital
New York
$408K -$183K -3,360 -31%
BWM
64
Braver Wealth Management
Massachusetts
$407K +$407K +7,460 New
RT
65
Rockland Trust
Massachusetts
$379K +$34.4K +630 +10%
PVH
66
Psagot Value Holdings
Israel
$373K +$86.3K +1,580 +30%
Barclays
67
Barclays
United Kingdom
$364K – – –
EWM
68
Empirical Wealth Management
Washington
$357K +$155K +2,840 +77%
IA
69
IFP Advisors
Florida
$350K -$28.1K -514 -7%
ClearBridge Investments
70
ClearBridge Investments
New York
$348K -$57.2K -1,048 -14%
BTS
71
BB&T Securities
Virginia
$315K – – –
BJ
72
BlackRock Japan
Japan
$314K -$55.8K -1,024 -15%
MBT
73
Monroe Bank & Trust
Michigan
$310K – – –
WB
74
WesBanco Bank
West Virginia
$307K +$39.3K +720 +15%
GT
75
Greenleaf Trust
Michigan
$296K – – –
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3
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