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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

119 hedge funds and large institutions have $1.1B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-8
Holders Change %
-6.3%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
39
Reduced
37
Closed
20
Calls
$403K
Puts
–
Net Calls
+$403K
Net Calls Change
-$572K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$72.6M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$5.28M
3
SS
Simplicity Solutions
Minnesota
+$4.88M
4
UBS AM
UBS AM
Illinois
+$4.75M
5
AWM
AE Wealth Management
Kansas
+$4.49M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$47.7M
2
Morgan Stanley
Morgan Stanley
New York
-$12.7M
3
Wells Fargo
Wells Fargo
California
-$9.27M
4
MA
MUFG Americas
New York
-$7.32M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
101
McAdam LLC
Pennsylvania
$22K +$22K +400 New
OIA
102
Optimum Investment Advisors
Illinois
$22K +$22K +400 New
AWM
103
AllSquare Wealth Management
New York
$14K – – –
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$13K – – –
GI
105
Gradient Investments
Minnesota
$12K -$44K -792 -79%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$11K -$20.3K -384 -65%
SWP
107
Stratos Wealth Partners
Ohio
$11K – – –
AF
108
Advisornet Financial
Minnesota
$11K +$2.94K +54 +36%
APA
109
American Portfolios Advisors
New York
$6.83K +$5.75K +106 +530%
SPIA
110
Steward Partners Investment Advisory
New York
$5K – – –
CCM
111
Cribstone Capital Management
Maine
$5K – – –
PA
112
Parallel Advisors
California
$4K +$2.53K +48 +171%
SSB
113
Sandy Spring Bank
Maryland
$3K – – –
MOS
114
MGO One Seven
Ohio
$3K – – –
PG
115
Patten Group
Tennessee
$2K -$33.5K -670 -94%
RCAG
116
Rehmann Capital Advisory Group
Michigan
$2K +$2K +46 New
Deutsche Bank
117
Deutsche Bank
Germany
$2K +$2K +48 New
SIS
118
Sound Income Strategies
Florida
$1K – – –
PWPCM
119
Perella Weinberg Partners Capital Management
New York
– -$2.74M -48,846 Closed
Goldman Sachs
120
Goldman Sachs
New York
– -$2.25M -40,172 Closed
ACP
121
Aveo Capital Partners
Colorado
– -$1.96M -34,980 Closed
BCM
122
Bluefin Capital Management
New York
– -$1.26M -22,470 Closed
EF
123
Empirical Finance
Pennsylvania
– -$976K -17,422 Closed
Nomura Asset Management
124
Nomura Asset Management
Japan
– -$504K -9,000 Closed
HH
125
Hilltop Holdings
Texas
– -$440K -7,860 Closed
2 3 4
5
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