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iShares Broad USD Investment Grade Corporate Bond ETF

163 hedge funds and large institutions have $3.28B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+23
Holders Change %
+16.43%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
61
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
101
Avidian Wealth Enterprises
Texas
$345K +$345K +5,911 New
FCA
102
FinTrust Capital Advisors
South Carolina
$341K
AIP
103
Ameritas Investment Partners
Nebraska
$337K -$2.04K -35 -0.6%
Stifel Financial
104
Stifel Financial
Missouri
$321K +$321K +5,488 New
MCP
105
Mirador Capital Partners
California
$315K -$349K -5,985 -53%
PFS
106
Prospera Financial Services
Texas
$308K -$123K -2,105 -28%
VC
107
Vicus Capital
Pennsylvania
$308K +$2.1K +36 +0.7%
SC
108
Scotia Capital
Ontario, Canada
$278K -$27.6K -472 -9%
FHC
109
First Heartland Consultants
Missouri
$242K +$242K +4,153 New
TNBTD
110
Trustmark National Bank Trust Department
Mississippi
$233K
RJT
111
Raymond James Trust
Florida
$223K
CQS
112
Credential Qtrade Securities
$215K
Fisher Asset Management
113
Fisher Asset Management
Washington
$213K +$2.85K +49 +1%
BCM
114
Brookstone Capital Management
Illinois
$213K +$213K +3,656 New
ICM
115
Islay Capital Management
Texas
$166K +$166K +2,846 New
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$149K +$40.6K +694 +37%
WCG
117
Weaver Consulting Group
California
$110K
Fidelity Investments
118
Fidelity Investments
Massachusetts
$107K +$89.7K +1,544 +518%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$84K
PCG
120
Private Capital Group
Connecticut
$75K -$14.6K -250 -16%
Citigroup
121
Citigroup
New York
$72K -$239K -4,110 -77%
OIA
122
Optimum Investment Advisors
Illinois
$60K
LFG
123
LifePlan Financial Group
Ohio
$49K
OPS
124
Orion Portfolio Solutions
Nebraska
$48K +$48K +823 New
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$46K