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iShares Broad USD Investment Grade Corporate Bond ETF

287 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

12% more capital invested

Capital invested by funds: $4.66B → $5.21B (+$553M)

7% more funds holding

Funds holding: 267287 (+20)

8% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.39M

1.91% less ownership

Funds ownership: 70.85%68.94% (-1.9%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

Holders
287
Holders Change
+20
Holders Change %
+7.49%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
104
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
76
Global Wealth Management Investment Advisory
Florida
$2.74M -$492K -10,102 -15%
EW
77
Enzi Wealth
Texas
$2.74M -$363K -7,455 -12%
CM
78
Columbus Macro
Pennsylvania
$2.71M +$2.69M +55,267 New
SIA
79
Strategic Investment Advisors
Michigan
$2.71M +$64.9K +1,333 +2%
AWMNH
80
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.69M +$2.67M +54,716 New
CLOS
81
Compagnie Lombard Odier SCmA
Switzerland
$2.65M +$166K +3,400 +7%
KeyBank National Association
82
KeyBank National Association
Ohio
$2.61M +$98.9K +2,029 +4%
DI
83
Diligent Investors
California
$2.61M -$165K -3,392 -6%
CFAM
84
Center For Asset Management
Florida
$2.59M -$43.2K -887 -2%
FF
85
Fluent Financial
Texas
$2.56M +$2.54M +52,137 New
WF
86
Wayfinding Financial
Washington
$2.43M +$2.04M +41,968 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$2.41M +$1.83M +37,523 +328%
CCMG
88
Clark Capital Management Group
Pennsylvania
$2.34M +$2.32M +47,612 New
SL
89
SWMG LLC
Texas
$2.34M +$144K +2,951 +7%
IDA
90
Intelligence Driven Advisers
California
$2.3M -$83.6K -1,715 -4%
BA
91
Bellwether Advisors
Nebraska
$2.3M -$1.89M -38,744 -45%
CFGS
92
Concourse Financial Group Securities
Alabama
$2.3M +$28.3K +581 +1%
Renaissance Technologies
93
Renaissance Technologies
New York
$2.19M +$1.94M +39,800 +812%
GMA
94
Glassy Mountain Advisors
Maryland
$2.1M +$2.08M +42,764 New
IWA
95
IVC Wealth Advisors
Pennsylvania
$2.01M -$125K -2,556 -6%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$2M -$114K -2,344 -5%
RWG
97
Ratio Wealth Group
Colorado
$1.98M +$1.96M +40,289 New
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$1.9M +$107K +2,199 +6%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$1.87M -$354K -7,267 -16%
AWS
100
Atria Wealth Solutions
New York
$1.72M +$191K +3,918 +13%