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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

85 hedge funds and large institutions have $565M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-11
Holders Change %
-11.46%
% of All Funds
2.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
17
Reduced
40
Closed
20
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
+$217K

Top Buyers

1
BCM
1
Bluefin Capital Management
New York
$23.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$23.2M
3
BFA
3
BlackRock Fund Advisors
California
$102M
4
VKH
4
Virtu KCG Holdings
New York
$10.5M
5
JIR
5
James Investment Research
Ohio
$4.08M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
AssetMark Inc
2
AssetMark Inc
California
$42.7M
3
BTS
3
BB&T Securities
Virginia
$0
4
SAS
4
Sage Advisory Services
Texas
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$525K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
76
Karp Capital Management
California
$32K +$329 +6 +1%
IPC
77
Independent Portfolio Consultants
Florida
$30K -$765K -14,028 -96%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$30K – – –
CTC
79
Central Trust Company
Missouri
$26K – – –
PG
80
Patten Group
Tennessee
$21.7K +$21.7K +400 New
ST
81
Smithfield Trust
Pennsylvania
$21K – – –
CFS
82
Commonwealth Financial Services
West Virginia
$18K – – –
WA
83
Winfield Associates
Ohio
$14K – – –
CWM
84
Catamount Wealth Management
Connecticut
$1K – – –
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62 +$62 +1,142 New
BFA
86
Beaumont Financial Advisors
Massachusetts
– -$56.3M -993,356 Closed
SAS
87
Sage Advisory Services
Texas
– -$36.2M -640,616 Closed
BG
88
BlackRock Group
United Kingdom
– -$14.8M -261,284 Closed
UCFA
89
United Capital Financial Advisors
Texas
– -$6.96M -124,220 Closed
SB
90
Suntrust Banks
Georgia
– -$4.14M -73,030 Closed
BTS
91
BB&T Securities
Virginia
– -$39M -68,770 Closed
SS
92
Simplicity Solutions
Minnesota
– -$1.91M -33,598 Closed
AI
93
Atria Investments
North Carolina
– -$982K -17,320 Closed
VFA
94
Voya Financial Advisors
Connecticut
– -$656K -11,614 Closed
CAM
95
Concorde Asset Management
Michigan
– -$524K -9,238 Closed
Stifel Financial
96
Stifel Financial
Missouri
– -$477K -8,408 Closed
CNB
97
City National Bank
California
– -$289K -5,100 Closed
ICAS
98
Investors Capital Advisory Services
Massachusetts
– -$274K -4,844 Closed
CS
99
Credit Suisse
Switzerland
– -$203K -3,588 Closed
DADC
100
D.A. Davidson & Co
Montana
– -$153K -2,706 Closed
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4
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