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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

110 hedge funds and large institutions have $1.1B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+12
Holders Change %
+12.24%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
41
Reduced
28
Closed
7
Calls
$246K
Puts
$1.56M
Net Calls
-$1.32M
Net Calls Change
-$1.32M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$426M
2
AssetMark Inc
2
AssetMark Inc
California
$59.1M
3
BlackRock
3
BlackRock
New York
$210M
4
AWM
4
AE Wealth Management
Kansas
$13.2M
5
SS
5
Simplicity Solutions
Minnesota
$13.1M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
IA
3
IndexIQ Advisors
New York
$4.48M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$26.7M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$221K – – –
NG
77
NatWest Group
United Kingdom
$218K +$218K +3,910 New
IA
78
IFP Advisors
Florida
$216K -$143K -2,572 -40%
RJA
79
Robshaw & Julian Associates
New York
$211K – – –
RJFSA
80
Raymond James Financial Services Advisors
Florida
$201K -$44.4K -796 -18%
CCM
81
Cribstone Capital Management
Maine
$163K -$1.68K -30 -1%
SG Americas Securities
82
SG Americas Securities
New York
$138K -$2.56M -46,016 -95%
CS
83
Credential Securities
$136K +$136K +2,430 New
CFD
84
Creative Financial Designs
Indiana
$95K +$34.3K +616 +57%
UWPG
85
Ullmann Wealth Partners Group
Florida
$95K +$95K +1,708 New
CPIG
86
Chicago Partners Investment Group
Illinois
$80K +$80K +1,470 New
Northern Trust
87
Northern Trust
Illinois
$78K -$9.66K -17,472 -11%
GI
88
Gradient Investments
Minnesota
$75K +$11.4K +204 +18%
GRP
89
Global Retirement Partners
California
$67K – – –
Creative Planning
90
Creative Planning
Kansas
$66K +$25.2K +448 +62%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$47K -$53.6K -954 -53%
PVH
92
Psagot Value Holdings
Israel
$46K -$222K -3,960 -83%
PG
93
Patten Group
Tennessee
$40K +$2.25K +40 +6%
NFG
94
Next Financial Group
Texas
$35K – – –
GWM
95
Geneos Wealth Management
Colorado
$34K -$2.74K -50 -7%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$34K +$34K +600 New
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K +$32K +582 New
MCM
98
MV Capital Management
Maryland
$27K – – –
AIM
99
Anchor Investment Management
South Carolina
$25K – – –
ST
100
Smithfield Trust
Pennsylvania
$22K – – –
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4
5