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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

143 hedge funds and large institutions have $2.28B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
25
Increased
49
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
Suntrust Banks
Georgia
+$75M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.2M
3
UBS Group
UBS Group
Switzerland
+$56.4M
4
Ameriprise
Ameriprise
Minnesota
+$39.2M
5
BlackRock
BlackRock
New York
+$32.2M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$21.2M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$14.1M
3
AssetMark Inc
AssetMark Inc
California
-$5.49M
4
UBS AM
UBS AM
Illinois
-$3.05M
5
JWM
JGP Wealth Management
Oregon
-$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CQS
101
Credential Qtrade Securities
$182K – – –
WCG
102
Weaver Consulting Group
California
$105K +$105K +1,880 New
PCG
103
Private Capital Group
Connecticut
$83K +$550 +10 +0.7%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$79K – – –
CA
105
Cetera Advisors
Colorado
$78K -$301K -5,414 -79%
RCAG
106
Rehmann Capital Advisory Group
Michigan
$49.4K +$49.4K +893 New
LFG
107
LifePlan Financial Group
Ohio
$47K – – –
BBNA
108
Bremer Bank National Association
Minnesota
$47K +$47K +856 New
PA
109
Parallel Advisors
California
$41K -$2.66K -48 -6%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$41K +$5.59K +101 +16%
Northern Trust
111
Northern Trust
Illinois
$40K -$7.23K -13,232 -15%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$33K – – –
SWM
113
SeaCrest Wealth Management
New York
$31K – – –
SEI Investments
114
SEI Investments
Pennsylvania
$30K +$1.64K +34 +6%
EDRH
115
Edmond de Rothschild Holding
Switzerland
$27K – – –
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$26K +$26K +467 New
AIM
117
Anchor Investment Management
South Carolina
$24.8K – – –
TC
118
Truvestments Capital
Florida
$23K +$23K +414 New
CFGS
119
Concourse Financial Group Securities
Alabama
$22K -$39.5K -718 -64%
OIA
120
Optimum Investment Advisors
Illinois
$22K – – –
ASN
121
Advisory Services Network
Georgia
$15K +$15K +264 New
AWM
122
AllSquare Wealth Management
New York
$14K – – –
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$14K +$4.25K +75 +44%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$13K – – –
AF
125
Advisornet Financial
Minnesota
$12K +$58 +1 +0.5%
3 4
5
6 7