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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

93 hedge funds and large institutions have $549M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
21
Increased
32
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$16.7M
2
AssetMark Inc
AssetMark Inc
California
$24.8M
3
Morgan Stanley
Morgan Stanley
New York
$25.4M
4
Wells Fargo
Wells Fargo
California
$12.1M
5
ECM
ETrade Capital Management
Virginia
$126M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12M
3
JIR
James Investment Research
Ohio
$4.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
BCM
Bluefin Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
76
MSI Financial Services
Massachusetts
$98K -$5.16K -92 -5%
WTB
77
Washington Trust Bank
Washington
$78K +$78K +1,388 New
NPC
78
National Planning Corporation
California
$52.3K +$52.3K +926 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$49K +$18.6K +336 +61%
CTC
80
Central Trust Company
Missouri
$39K +$39K +698 New
MCM
81
MV Capital Management
Maryland
$37K +$37K +668 New
NMIS
82
Northwestern Mutual Investment Services
Wisconsin
$33K +$16.3K +294 +98%
KCM
83
Karp Capital Management
California
$32K +$32K +576 New
NES
84
New England Securities
New York
$24K -$11.1K -202 -32%
ST
85
Smithfield Trust
Pennsylvania
$22K – – –
PG
86
Patten Group
Tennessee
$22K +$22K +400 New
IA
87
IndexIQ Advisors
New York
$19K -$201K -3,640 -91%
CFS
88
Commonwealth Financial Services
West Virginia
$18K +$18K +330 New
WA
89
Winfield Associates
Ohio
$15K – – –
AA
90
Apriem Advisors
California
$13K – – –
OIA
91
Optimum Investment Advisors
Illinois
$11K – – –
BBHC
92
Brown Brothers Harriman & Co
New York
$4K +$4K +64 New
CFN
93
Cordasco Financial Network
Florida
$2K -$10.4K -198 -84%
AIG
94
American International Group
New York
$1.34K -$9.06K -162 -87%
ACM
95
Americafirst Capital Management
California
– -$5B -90,426 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
– -$1.95M -35,226 Closed
BCM
97
Bluefin Capital Management
New York
– -$1.7M -30,734 Closed
Jane Street
98
Jane Street
New York
– -$1.52M -27,530 Closed
HFS
99
HL Financial Services
Kentucky
– -$840K -15,204 Closed
MMLI
100
Massachusetts Mutual Life Insurance
Massachusetts
– -$215K -3,892 Closed
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