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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

250 hedge funds and large institutions have $4.03B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+34
Holders Change %
+15.74%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
56
Increased
84
Reduced
59
Closed
19
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
+$117K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$159M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$46.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$32.7M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$25M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$953M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$56.5M
3
AssetMark Inc
AssetMark Inc
California
-$48.9M
4
Temasek Holdings
Temasek Holdings
Singapore
-$31.5M
5
GWM
Geneos Wealth Management
Colorado
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$2.45M +$66.1K +1,066 +3%
5L
77
55I LLC
Massachusetts
$2.35M +$774K +12,492 +49%
MIAN
78
Mariner Independent Advisor Network
Kansas
$2.18M -$172K -2,773 -7%
SCA
79
Snowden Capital Advisors
New York
$2.16M -$430K -6,937 -17%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$2.12M -$862K -13,916 -29%
3AM
81
3EDGE Asset Management
Florida
$2.1M +$627K +10,109 +43%
KPWS
82
Kestra Private Wealth Services
Texas
$1.97M -$27.7K -447 -1%
IWA
83
IVC Wealth Advisors
Pennsylvania
$1.77M +$1.77M +28,603 New
ANTB
84
AMG National Trust Bank
Colorado
$1.72M – – –
RF
85
RHS Financial
California
$1.72M +$266K +4,295 +18%
CCA
86
Cobblestone Capital Advisors
New York
$1.6M +$25K +404 +2%
ClearBridge Investments
87
ClearBridge Investments
New York
$1.56M +$5.27K +85 +0.3%
PA
88
PFG Advisors
Arizona
$1.5M -$206K -3,331 -12%
KC
89
Kingfisher Capital
North Carolina
$1.48M +$9.98K +161 +0.7%
SC
90
Scotia Capital
Ontario, Canada
$1.37M +$32.2K +520 +2%
RT
91
Rockland Trust
Massachusetts
$1.32M -$141K -2,281 -10%
Goldman Sachs
92
Goldman Sachs
New York
$1.23M +$297K +4,785 +32%
AWM
93
Alterna Wealth Management
Texas
$1.07M – – –
AT
94
Arden Trust
Delaware
$1.07M +$5.21K +84 +0.5%
CG
95
Colony Group
Massachusetts
$1.05M -$22.1K -356 -2%
William Blair & Company
96
William Blair & Company
Illinois
$1.05M +$207K +3,337 +25%
KAS
97
Kestra Advisory Services
Texas
$965K +$270K +4,360 +39%
PIMG
98
Patriot Investment Management Group
Tennessee
$942K +$17.2K +277 +2%
JIR
99
James Investment Research
Ohio
$912K – – –
IWC
100
Integrated Wealth Concepts
Massachusetts
$854K +$5.33K +86 +0.6%
2 3
4
5 6