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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

96 hedge funds and large institutions have $869M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
17
Increased
38
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$99.1M
2
AssetMark Inc
2
AssetMark Inc
California
$93.4M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$56.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.8M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$34.6M

Top Sellers

1
AT
1
Arden Trust
Delaware
$0
2
JIR
2
James Investment Research
Ohio
$4.29M
3
SB
3
Suntrust Banks
Georgia
$4.14M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$2.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$153K +$31.2K +552 +26%
LNB
77
Ledyard National Bank
$147K – – –
Northern Trust
78
Northern Trust
Illinois
$138K -$187 -330 -0.1%
KT
79
Kanaly Trust
Texas
$136K -$35.5K -626 -21%
MFS
80
MSI Financial Services
Massachusetts
$121K +$21.6K +380 +22%
TFA
81
Transamerica Financial Advisors
Florida
$104K +$104K +1,820 New
MCM
82
MV Capital Management
Maryland
$38K – – –
NMIS
83
Northwestern Mutual Investment Services
Wisconsin
$34K – – –
KCM
84
Karp Capital Management
California
$33K +$114 +2 +0.3%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$31K -$18.9K -336 -38%
CTC
86
Central Trust Company
Missouri
$27K -$12.9K -226 -32%
OIA
87
Optimum Investment Advisors
Illinois
$23K +$11.5K +200 +100%
ST
88
Smithfield Trust
Pennsylvania
$22K – – –
RIA
89
Regal Investment Advisors
Michigan
$21K +$21K +364 New
CFS
90
Commonwealth Financial Services
West Virginia
$19K – – –
AIG
91
American International Group
New York
$15.9K +$14.5K +256 +1,067%
WA
92
Winfield Associates
Ohio
$15K – – –
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$11K +$11K +200 New
IA
94
IndexIQ Advisors
New York
$10K -$10.2K -174 -51%
KTC
95
Kistler-Tiffany Companies
Pennsylvania
$10K +$10K +174 New
CFN
96
Cordasco Financial Network
Florida
$2K – – –
CWM
97
Catamount Wealth Management
Connecticut
$1K +$1K +20 New
AT
98
Arden Trust
Delaware
– -$12.4M -220,974 Closed
Deutsche Bank
99
Deutsche Bank
Germany
– -$1.99M -35,600 Closed
Nomura Asset Management
100
Nomura Asset Management
Japan
– -$1.09M -19,600 Closed
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