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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

127 hedge funds and large institutions have $1.11B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+25
Holders Change %
+24.51%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
33
Increased
38
Reduced
30
Closed
8
Calls
$975K
Puts
–
Net Calls
+$975K
Net Calls Change
+$729K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$47.2M
2
AssetMark Inc
AssetMark Inc
California
+$41.1M
3
SS
Simplicity Solutions
Minnesota
+$20.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$11.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.61M

Top Sellers

1
BlackRock
BlackRock
New York
-$180M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.75M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.36M
4
Morgan Stanley
Morgan Stanley
New York
-$2.69M
5
CFP
Cornerstone Financial Partners
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Canal Capital Management
Virginia
$985K +$8.4K +150 +0.9%
EF
52
Empirical Finance
Pennsylvania
$976K +$976K +17,422 New
RT
53
Rockland Trust
Massachusetts
$965K +$63.1K +1,126 +7%
CWM
54
Cornerstone Wealth Management
Missouri
$754K -$72K -1,288 -9%
William Blair & Company
55
William Blair & Company
Illinois
$736K -$108K -1,936 -13%
DG
56
Delek Group
Israel
$721K +$721K +12,846 New
TNBTD
57
Trustmark National Bank Trust Department
Mississippi
$717K – – –
CIBC World Market
58
CIBC World Market
Ontario, Canada
$649K -$20.8K -372 -3%
BAS
59
Brown Advisory Securities
Maryland
$632K +$69.9K +1,246 +12%
WB
60
WesBanco Bank
West Virginia
$572K +$150K +2,682 +36%
SCG
61
Sonata Capital Group
Washington
$558K – – –
CC
62
Courier Capital
New York
$544K +$187K +3,336 +52%
HCM
63
Hudson Capital Management
New Jersey
$533K +$533K +9,516 New
Nomura Asset Management
64
Nomura Asset Management
Japan
$504K -$168K -3,000 -25%
BA
65
Boston Advisors
Massachusetts
$466K – – –
HH
66
Hilltop Holdings
Texas
$440K +$440K +7,860 New
Renaissance Technologies
67
Renaissance Technologies
New York
$403K +$403K +7,200 New
CPP
68
Crow Point Partners
Massachusetts
$399K – – –
RJFSA
69
Raymond James Financial Services Advisors
Florida
$360K -$23.8K -424 -6%
ClearBridge Investments
70
ClearBridge Investments
New York
$360K -$2.13K -38 -0.6%
MSAM
71
Moloney Securities Asset Management
Missouri
$359K -$79.3K -1,416 -18%
RWP
72
RWA Wealth Partners
Massachusetts
$332K +$1.23K +22 +0.4%
VC
73
Vicus Capital
Pennsylvania
$331K +$1.8K +32 +0.5%
MFBTD
74
MB Financial Bank - Trust Department
Illinois
$324K – – –
Citigroup
75
Citigroup
New York
$322K +$31.7K +566 +11%
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