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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

98 hedge funds and large institutions have $940M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
33
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$191M
2
BlackRock
BlackRock
New York
+$170M
3
Morgan Stanley
Morgan Stanley
New York
+$16.6M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$15.6M
5
AWMS
Advocacy Wealth Management Services
Georgia
+$7.46M

Top Sellers

1
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
-$14.3M
2
AT
Arden Trust
Delaware
-$7.87M
3
AssetMark Inc
AssetMark Inc
California
-$6.99M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6M
5
Goldman Sachs
Goldman Sachs
New York
-$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$138K +$4.05K +74 +3%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$98K +$1.64K +30 +2%
Northern Trust
78
Northern Trust
Illinois
$87K -$7.51K -13,694 -8%
GRP
79
Global Retirement Partners
California
$66K – – –
GI
80
Gradient Investments
Minnesota
$63K -$2.75K -50 -4%
CFD
81
Creative Financial Designs
Indiana
$60K – – –
Creative Planning
82
Creative Planning
Kansas
$40K +$13.9K +252 +53%
PG
83
Patten Group
Tennessee
$37K +$14.9K +270 +68%
GWM
84
Geneos Wealth Management
Colorado
$36K – – –
NFG
85
Next Financial Group
Texas
$35K -$66.3K -1,190 -65%
SEI Investments
86
SEI Investments
Pennsylvania
$28K -$5.22K -94 -16%
MCM
87
MV Capital Management
Maryland
$26K – – –
AIM
88
Anchor Investment Management
South Carolina
$24.6K – – –
ADL
89
Asset Dedication LLC
California
$22K +$22K +400 New
ST
90
Smithfield Trust
Pennsylvania
$21K – – –
CFS
91
Commonwealth Financial Services
West Virginia
$18K – – –
SBL
92
Sargent Bickham Lagudis
Colorado
$16K – – –
WA
93
Winfield Associates
Ohio
$15K – – –
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$13K – – –
HIIFS
95
Harel Insurance Investments & Financial Services
Israel
$12K +$12K +218 New
BTIS
96
BB&T Investment Services
North Carolina
$9K – – –
IPC
97
Independent Portfolio Consultants
Florida
$2K -$48.7K -730 -96%
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
– -$14.3M -261,240 Closed
AT
99
Arden Trust
Delaware
– -$7.87M -144,052 Closed
Goldman Sachs
100
Goldman Sachs
New York
– -$5.42M -99,282 Closed
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4
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