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iShares Broad USD Investment Grade Corporate Bond ETF

216 hedge funds and large institutions have $4.43B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+27
Holders Change %
+14.29%
% of All Funds
4.37%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.22%
New
41
Increased
94
Reduced
38
Closed
13
Calls
$432K
Puts
$295K
Net Calls
+$137K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
101
WealthSource Partners
California
$822K +$822K +13,518 New
VVP
102
Venture Visionary Partners
Ohio
$808K +$273K +4,499 +51%
SFS
103
Sowell Financial Services
Arkansas
$778K -$222K -3,649 -22%
MPW
104
MA Private Wealth
California
$758K +$15.6K +256 +2%
LAS
105
Lloyd Advisory Services
Georgia
$687K +$10.4K +171 +2%
KAS
106
Kestra Advisory Services
Texas
$682K +$682K +11,213 New
PWA
107
Physician Wealth Advisors
Utah
$661K +$1.45K +24 +0.2%
JPMorgan Chase & Co
108
JPMorgan Chase & Co
New York
$618K -$747K -12,276 -55%
Deutsche Bank
109
Deutsche Bank
Germany
$583K -$104K -1,707 -15%
Comerica Bank
110
Comerica Bank
Texas
$571K -$66K -1,086 -10%
CWM
111
Cornerstone Wealth Management
Missouri
$552K +$134K +2,197 +32%
PIG
112
Pantheon Investment Group
California
$543K +$172K +2,830 +46%
SPC
113
Sigma Planning Corp
Michigan
$498K +$79.5K +1,308 +19%
PAS
114
Park Avenue Securities
New York
$492K +$152K +2,499 +45%
M&T Bank
115
M&T Bank
New York
$482K +$482K +7,933 New
BFEC
116
Benjamin F. Edwards & Company
Missouri
$481K +$481K +7,906 New
FHC
117
First Heartland Consultants
Missouri
$463K +$20.8K +343 +5%
W
118
WealthOne
New York
$453K +$453K +7,454 New
OFG
119
OmniStar Financial Group
North Carolina
$450K -$5.6K -92 -1%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$435K +$387K +6,396 +800%
SCG
121
Sonata Capital Group
Washington
$414K
ACM
122
AlphaStar Capital Management
North Carolina
$400K +$400K +6,586 New
OWA
123
One Wealth Advisors
California
$393K +$111K +1,824 +39%
FAAS
124
First Allied Advisory Services
California
$390K +$42.3K +695 +12%
LNC
125
Lincoln National Corp
Pennsylvania
$389K +$2.55K +42 +0.7%