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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

140 hedge funds and large institutions have $3.11B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
55
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$319M
2
Bank of America
Bank of America
North Carolina
+$55.6M
3
Ameriprise
Ameriprise
Minnesota
+$38.9M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$17.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$12.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$167M
2
AssetMark Inc
AssetMark Inc
California
-$53.8M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$52M
4
BlackRock
BlackRock
New York
-$22.7M
5
AWM
AE Wealth Management
Kansas
-$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
101
Full Sail Capital
Oklahoma
$340K – – –
AIP
102
Ameritas Investment Partners
Nebraska
$339K -$873 -15 -0.3%
Citigroup
103
Citigroup
New York
$312K -$13.1K -224 -4%
VC
104
Vicus Capital
Pennsylvania
$306K +$1.69K +29 +0.6%
SC
105
Scotia Capital
Ontario, Canada
$305K – – –
JWM
106
JGP Wealth Management
Oregon
$237K – – –
TNBTD
107
Trustmark National Bank Trust Department
Mississippi
$233K -$117K -2,000 -33%
RJT
108
Raymond James Trust
Florida
$223K -$18.8K -323 -8%
CQS
109
Credential Qtrade Securities
$215K – – –
Fisher Asset Management
110
Fisher Asset Management
Washington
$211K -$57.9K -991 -22%
KWA
111
KCS Wealth Advisory
California
$141K +$141K +2,413 New
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$108K +$75.9K +1,305 +237%
WCG
113
Weaver Consulting Group
California
$107K – – –
PCG
114
Private Capital Group
Connecticut
$90K +$46.7K +798 +108%
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$84K – – –
IA
116
IFP Advisors
Florida
$69K +$69K +1,171 New
OIA
117
Optimum Investment Advisors
Illinois
$60K – – –
LFG
118
LifePlan Financial Group
Ohio
$49K – – –
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$46K +$44K +751 +2,209%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$44K – – –
AF
121
Advisornet Financial
Minnesota
$39K +$20.3K +344 +109%
Northern Trust
122
Northern Trust
Illinois
$37K -$2.51K -4,320 -6%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$35K – – –
ASN
124
Advisory Services Network
Georgia
$33K – – –
EDRH
125
Edmond de Rothschild Holding
Switzerland
$28K – – –
3 4
5
6 7