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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

107 hedge funds and large institutions have $748M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
35
Reduced
36
Closed
9
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$218K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$57.4M
2
BFA
2
BlackRock Fund Advisors
California
$174M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$35.9M
4
BlackRock
4
BlackRock
New York
$16.9M
5
Ameriprise
5
Ameriprise
Minnesota
$13.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$159M
2
Jane Street
2
Jane Street
New York
$0
3
WI
3
WBI Investments
New Jersey
$0
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
76
Vicus Capital
Pennsylvania
$290K +$23.6K +432 +9%
Citigroup
77
Citigroup
New York
$288K -$981 -18 -0.3%
MFBTD
78
MB Financial Bank - Trust Department
Illinois
$260K – – –
RJA
79
Robshaw & Julian Associates
New York
$248K +$8.75K +160 +4%
AIP
80
Ameritas Investment Partners
Nebraska
$241K +$2.72K +50 +1%
MFS
81
MSI Financial Services
Massachusetts
$224K +$29.9K +548 +15%
NG
82
NatWest Group
United Kingdom
$202K -$421K -7,710 -68%
CAM
83
Caprin Asset Management
Virginia
$190K +$190K +3,484 New
CCM
84
Cribstone Capital Management
Maine
$161K – – –
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$133K -$1.31K -24 -1%
NFG
86
Next Financial Group
Texas
$99K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$96K -$46.4K -850 -33%
Northern Trust
88
Northern Trust
Illinois
$94K -$8.08K -14,816 -8%
GRP
89
Global Retirement Partners
California
$66K +$66K +1,208 New
GI
90
Gradient Investments
Minnesota
$65K -$17.7K -326 -21%
CFD
91
Creative Financial Designs
Indiana
$60K +$60K +1,090 New
CFG
92
Citizens Financial Group
Rhode Island
$58K – – –
IPC
93
Independent Portfolio Consultants
Florida
$42K -$1.11K -20 -3%
GWM
94
Geneos Wealth Management
Colorado
$36K -$3.01K -56 -8%
SEI Investments
95
SEI Investments
Pennsylvania
$32K -$21.9K -410 -41%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K – – –
Creative Planning
97
Creative Planning
Kansas
$26K -$29.2K -532 -53%
MCM
98
MV Capital Management
Maryland
$26K – – –
CTC
99
Central Trust Company
Missouri
$26K – – –
AIM
100
Anchor Investment Management
South Carolina
$24.5K – – –
1 2 3
4
5