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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

117 hedge funds and large institutions have $1.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
41
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$17.8M
2
SS
Simplicity Solutions
Minnesota
+$9.97M
3
AWM
AE Wealth Management
Kansas
+$9.5M
4
BlackRock
BlackRock
New York
+$7.97M
5
CWM
Cornerstone Wealth Management
Missouri
+$6.07M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.21M
2
ACM
Ashford Capital Management
Delaware
-$5.84M
3
IA
IndexIQ Advisors
New York
-$5.52M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.51M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
101
Optimum Investment Advisors
Illinois
$21K – – –
ML
102
McAdam LLC
Pennsylvania
$21K – – –
AWM
103
AllSquare Wealth Management
New York
$13K – – –
S
104
SignatureFD
Georgia
$13K +$13K +246 New
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$12K – – –
GI
106
Gradient Investments
Minnesota
$12K – – –
DBT
107
Dubuque Bank & Trust
Iowa
$12K +$12K +220 New
RFM
108
Royal Fund Management
Florida
$12K +$12K +230 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$11K – – –
AF
110
Advisornet Financial
Minnesota
$11K – – –
APA
111
American Portfolios Advisors
New York
$5.69K -$1.07K -20 -16%
CCM
112
Cribstone Capital Management
Maine
$4K -$865 -16 -18%
FHA
113
First Horizon Advisors
Tennessee
$4K +$4K +70 New
SSB
114
Sandy Spring Bank
Maryland
$3K – – –
PA
115
Parallel Advisors
California
$2K -$1.17K -28 -37%
PG
116
Patten Group
Tennessee
$2K -$667 -10 -25%
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +34 New
ACM
118
Ashford Capital Management
Delaware
– -$5.84M -107,128 Closed
Citadel Advisors
119
Citadel Advisors
Florida
– -$2.07M -37,974 Closed
MIAN
120
Mariner Independent Advisor Network
Kansas
– -$1.64M -30,100 Closed
CIBC World Market
121
CIBC World Market
Ontario, Canada
– -$455K -8,354 Closed
TSS
122
Two Sigma Securities
New York
– -$273K -5,012 Closed
RJFSA
123
Raymond James Financial Services Advisors
Florida
– -$253K -4,646 Closed
FA
124
FC Advisory
Pennsylvania
– -$221K -4,056 Closed
PAG
125
Private Advisor Group
New Jersey
– -$214K -3,932 Closed
2 3 4
5
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