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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 %
SMI
51
Shelter Mutual Insurance
Missouri
$14.8M
TC
52
Trilogy Capital
California
$14.2M +$321K +6,318 +2%
SC
53
Saiph Capital
New Jersey
$14.1M +$370K +7,284 +3%
SPIA
54
Steward Partners Investment Advisory
New York
$12.5M +$487K +9,585 +4%
M&T Bank
55
M&T Bank
New York
$12.5M -$5.11M -100,733 -29%
BHB
56
Bank Hapoalim BM
Israel
$12.3M -$768K -15,000 -6%
ACM
57
Advisors Capital Management
New Jersey
$12M +$12M +236,300 New
HSBC Holdings
58
HSBC Holdings
United Kingdom
$11.9M +$1.59M +31,244 +15%
CFG
59
Cosner Financial Group
Colorado
$11.7M +$184K +3,629 +2%
DWM
60
Destination Wealth Management
California
$11.6M +$1.32M +25,992 +13%
PPWP
61
Premier Path Wealth Partners
New Jersey
$11.4M +$11.3M +228,042 +15,003%
SPC
62
Sigma Planning Corp
Michigan
$11.2M +$6.91M +136,199 +160%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$11.1M +$10.7M +210,005 +2,360%
NYLIM
64
New York Life Investment Management
New York
$10.5M +$62.3K +1,227 +0.6%
FBB
65
Fulton Breakefield Broenniman
Maryland
$9.83M +$2.82M +55,557 +40%
Osaic Holdings
66
Osaic Holdings
Arizona
$9.29M -$17.6M -347,034 -65%
KFG
67
Kingdom Financial Group
Arizona
$9.25M +$3.2M +62,946 +53%
MCWS
68
McKinley Carter Wealth Services
West Virginia
$9.06M -$2.9M -57,147 -24%
WCA
69
Westover Capital Advisors
Delaware
$8.92M +$604K +11,904 +7%
US Bancorp
70
US Bancorp
Minnesota
$8.84M -$809K -15,937 -8%
CAG
71
Crestwood Advisors Group
Massachusetts
$8.8M +$3.56M +70,040 +68%
WC
72
Waterloo Capital
Texas
$8.69M +$2.86M +56,385 +49%
GMA
73
Glassy Mountain Advisors
Maryland
$8.41M +$248K +4,889 +3%
DJSG
74
D.J. St. Germain
Massachusetts
$8.08M +$3.74M +73,698 +86%
SW
75
Simplicity Wealth
New Jersey
$7.73M +$518K +10,207 +7%