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iShares Broad USD Investment Grade Corporate Bond ETF

267 hedge funds and large institutions have $4.66B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

3.85% more ownership

Funds ownership: 67.01%70.85% (+3.8%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

5% more capital invested

Capital invested by funds: $4.46B → $4.66B (+$204M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

3% less funds holding

Funds holding: 274267 (-7)

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
39
Increased
90
Reduced
84
Closed
42
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
SMI
51
Shelter Mutual Insurance
Missouri
$6.25M
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$6.2M +$1.8M +35,408 +38%
TWM
53
Tolleson Wealth Management
Texas
$5.99M -$1.18M -23,153 -16%
SEI Investments
54
SEI Investments
Pennsylvania
$5.8M -$80.5K -1,581 -1%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$5.79M -$246K -4,838 -4%
PAMS
56
Pictet Asset Management (Switzerland)
Switzerland
$5.07M +$269K +5,290 +5%
ClearBridge Investments
57
ClearBridge Investments
New York
$4.99M +$1.65M +32,291 +45%
AT
58
Arden Trust
Delaware
$4.37M +$1.42M +27,939 +44%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$4.18M -$804K -15,779 -15%
BA
60
Bellwether Advisors
Nebraska
$4.11M -$423K -8,304 -9%
SPIA
61
Steward Partners Investment Advisory
New York
$4.1M +$1.34M +26,227 +44%
KAS
62
Kestra Advisory Services
Texas
$3.88M +$173K +3,404 +4%
NA
63
NewEdge Advisors
Louisiana
$3.73M -$615K -12,068 -13%
AA
64
Aire Advisors
California
$3.72M -$85K -1,668 -2%
CWM
65
CMH Wealth Management
New Hampshire
$3.68M +$179K +3,512 +5%
IWP
66
Insight Wealth Partners
Texas
$3.45M -$78.8K -1,547 -2%
MFG
67
Merit Financial Group
Georgia
$3.18M +$3.37M +66,196 New
GWMIA
68
Global Wealth Management Investment Advisory
Florida
$3.17M -$415K -8,143 -11%
WWM
69
WT Wealth Management
Arizona
$2.97M -$5.66M -111,038 -64%
EW
70
Enzi Wealth
Texas
$2.97M +$3.11M +60,989 New
Fisher Asset Management
71
Fisher Asset Management
Washington
$2.87M +$2.51M +49,202 +466%
AI
72
Atria Investments
North Carolina
$2.87M +$617K +12,115 +26%
BWM
73
BerganKDV Wealth Management
Minnesota
$2.75M +$120K +2,357 +4%
DI
74
Diligent Investors
California
$2.72M -$51.9K -1,018 -2%
SIA
75
Strategic Investment Advisors
Michigan
$2.59M +$861K +16,896 +46%