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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

127 hedge funds and large institutions have $1.11B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+25
Holders Change %
+24.51%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
33
Increased
38
Reduced
30
Closed
8
Calls
$975K
Puts
–
Net Calls
+$975K
Net Calls Change
+$729K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$47.2M
2
AssetMark Inc
AssetMark Inc
California
+$41.1M
3
SS
Simplicity Solutions
Minnesota
+$20.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$11.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.61M

Top Sellers

1
BlackRock
BlackRock
New York
-$180M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.75M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.36M
4
Morgan Stanley
Morgan Stanley
New York
-$2.69M
5
CFP
Cornerstone Financial Partners
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Calton & Associates
Florida
$33K +$33K +600 New
BTIS
102
BB&T Investment Services
North Carolina
$31K +$2.15K +38 +7%
MCM
103
MV Capital Management
Maryland
$27K – – –
MPPLM
104
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$26K +$26K +468 New
AIM
105
Anchor Investment Management
South Carolina
$25.1K – – –
ST
106
Smithfield Trust
Pennsylvania
$22K – – –
AIP
107
Ameritas Investment Partners
Nebraska
$20K +$613 +140 +3%
TRCT
108
Tower Research Capital (TRC)
New York
$20K +$20K +356 New
WTB
109
Washington Trust Bank
Washington
$19K +$19K +340 New
WA
110
Winfield Associates
Ohio
$15K – – –
AWM
111
AllSquare Wealth Management
New York
$14K – – –
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$13K – – –
SWP
113
Stratos Wealth Partners
Ohio
$11K +$11K +194 New
SBL
114
Sargent Bickham Lagudis
Colorado
$10K -$5.44K -100 -35%
AF
115
Advisornet Financial
Minnesota
$8K +$8K +148 New
AWMS
116
Advocacy Wealth Management Services
Georgia
$6K -$39.8K -664 -87%
ASN
117
Advisory Services Network
Georgia
$6K – – –
CCM
118
Cribstone Capital Management
Maine
$5K -$1.67K -30 -25%
SPIA
119
Steward Partners Investment Advisory
New York
$5K – – –
DBT
120
Dubuque Bank & Trust
Iowa
$5K +$5K +84 New
SSB
121
Sandy Spring Bank
Maryland
$3K – – –
MOS
122
MGO One Seven
Ohio
$3K +$3K +62 New
PA
123
Parallel Advisors
California
$2K +$2K +28 New
APA
124
American Portfolios Advisors
New York
$1.12K +$1.12K +20 New
SIS
125
Sound Income Strategies
Florida
$1K +$1K +18 New
2 3 4
5
6