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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

309 hedge funds and large institutions have $5.76B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.95%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
69
Increased
109
Reduced
91
Closed
39
Calls
$1.68M
Puts
$2.07M
Net Calls
-$395K
Net Calls Change
-$282K

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$366M
2
AssetMark Inc
AssetMark Inc
California
+$54.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$33.7M
4
Principal Financial Group
Principal Financial Group
Iowa
+$26.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$135M
2
BlackRock
BlackRock
New York
-$39.6M
3
Jane Street
Jane Street
New York
-$27.1M
4
MNG
Manning & Napier Group
New York
-$22.4M
5
Truist Financial
Truist Financial
North Carolina
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$2.98M -$199K -3,927 -6%
AWMNH
77
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.98M +$205K +4,040 +7%
KAS
78
Kestra Advisory Services
Texas
$2.94M -$3.22M -63,521 -52%
CFAM
79
Center For Asset Management
Florida
$2.87M +$198K +3,918 +7%
SIA
80
Strategic Investment Advisors
Michigan
$2.84M +$43.9K +867 +2%
BCM
81
Brookstone Capital Management
Illinois
$2.79M -$18.5M -368,137 -87%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$2.79M +$312K +6,151 +13%
Jane Street
83
Jane Street
New York
$2.77M -$27.1M -535,628 -91%
CLOS
84
Compagnie Lombard Odier SCmA
Switzerland
$2.73M – – –
FF
85
Fluent Financial
Texas
$2.71M +$72.2K +1,425 +3%
Citadel Advisors
86
Citadel Advisors
Florida
$2.7M +$2.7M +53,345 New
DI
87
Diligent Investors
California
$2.67M -$21.2K -418 -0.8%
TWC
88
TD Waterhouse Canada
Ontario, Canada
$2.67M +$2.67M +52,439 New
IWA
89
IVC Wealth Advisors
Pennsylvania
$2.65M +$578K +11,405 +28%
Fisher Asset Management
90
Fisher Asset Management
Washington
$2.59M -$2.26M -44,656 -47%
KeyBank National Association
91
KeyBank National Association
Ohio
$2.58M -$113K -2,233 -4%
GWMIA
92
Global Wealth Management Investment Advisory
Florida
$2.47M -$358K -7,066 -13%
AWS
93
Atria Wealth Solutions
New York
$2.41M +$637K +12,572 +36%
CFGS
94
Concourse Financial Group Securities
Alabama
$2.37M +$4.51K +89 +0.2%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$2.23M +$161K +3,177 +8%
BWM
96
BerganKDV Wealth Management
Minnesota
$2.21M -$908K -17,916 -29%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$2.09M +$507K +10,004 +32%
IDA
98
Intelligence Driven Advisers
California
$2.07M -$265K -5,183 -11%
VCM
99
Virtue Capital Management
Tennessee
$2.05M +$2.05M +40,319 New
SL
100
SWMG LLC
Texas
$1.97M -$446K -8,799 -18%
2 3
4
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