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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

250 hedge funds and large institutions have $4.03B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+34
Holders Change %
+15.74%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
56
Increased
84
Reduced
59
Closed
19
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
+$117K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$159M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$46.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$32.7M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$25M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$953M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$56.5M
3
AssetMark Inc
AssetMark Inc
California
-$48.9M
4
Temasek Holdings
Temasek Holdings
Singapore
-$31.5M
5
GWM
Geneos Wealth Management
Colorado
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
101
Deutsche Bank
Germany
$837K +$242K +3,901 +41%
CAG
102
Csenge Advisory Group
Florida
$827K -$107K -1,730 -11%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$825K -$13K -210 -2%
TC
104
Truvestments Capital
Florida
$808K -$55.8K -901 -6%
FWP
105
Firethorn Wealth Partners
Georgia
$784K +$784K +12,649 New
SFS
106
Sowell Financial Services
Arkansas
$767K -$25.8K -417 -3%
DWP
107
Destiny Wealth Partners
Florida
$764K +$764K +12,334 New
MPW
108
MA Private Wealth
California
$758K -$14.9K -241 -2%
CP
109
Capital Planning
Washington
$716K +$716K +11,559 New
LAS
110
Lloyd Advisory Services
Georgia
$678K -$22.3K -360 -3%
CWM
111
Cahaba Wealth Management
Georgia
$675K -$328K -5,356 -33%
PWA
112
Physician Wealth Advisors
Utah
$670K +$6.13K +101 +0.9%
BWM
113
Birchcreek Wealth Management
Ohio
$628K +$628K +10,142 New
LWM
114
Lyell Wealth Management
California
$626K +$626K +10,100 New
Sumitomo Mitsui Trust Group
115
Sumitomo Mitsui Trust Group
Japan
$615K -$56.5M -911,879 -99%
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$600K -$29.5K -476 -5%
Comerica Bank
117
Comerica Bank
Texas
$568K -$7.72K -126 -1%
CWM
118
Cornerstone Wealth Management
Missouri
$563K – – –
ICP
119
Interchange Capital Partners
Pennsylvania
$543K +$543K +8,778 New
WP
120
WealthSource Partners
California
$542K -$295K -4,764 -35%
M&T Bank
121
M&T Bank
New York
$542K +$50.8K +820 +10%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$498K +$8.12K +131 +2%
PIG
123
Pantheon Investment Group
California
$496K -$57.7K -930 -10%
OFG
124
OmniStar Financial Group
North Carolina
$488K +$29.5K +476 +6%
SPC
125
Sigma Planning Corp
Michigan
$486K -$21.7K -351 -4%
3 4
5
6 7