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iShares Broad USD Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $3.89B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-8
Holders Change %
-3.2%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
37
Increased
89
Reduced
78
Closed
42
Calls
$1.52M
Puts
Net Calls
+$1.52M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$802K -$117K -1,989 -13%
Wolverine Trading
102
Wolverine Trading
Illinois
$760K +$760K +12,892 New
JIR
103
James Investment Research
Ohio
$748K -$121K -2,050 -14%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$743K -$42.4K -719 -5%
SS
105
Simplicity Solutions
Minnesota
$732K -$109M -1,850,671 -99%
MPW
106
MA Private Wealth
California
$725K +$2.54K +43 +0.4%
HI
107
Harbour Investments
Wisconsin
$722K +$722K +12,223 New
BWM
108
Birchcreek Wealth Management
Ohio
$698K +$99K +1,677 +17%
PWA
109
Physician Wealth Advisors
Utah
$683K +$31.3K +531 +5%
KM
110
Kalos Management
Georgia
$666K +$666K +11,236 New
DWP
111
Destiny Wealth Partners
Florida
$663K -$65K -1,102 -9%
CWM
112
Cahaba Wealth Management
Georgia
$654K +$2.66K +45 +0.4%
IF
113
Intrua Financial
Texas
$653K +$653K +10,981 New
LAS
114
Lloyd Advisory Services
Georgia
$645K -$1.54K -26 -0.2%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$639K +$183K +3,075 +40%
CG
116
Colony Group
Massachusetts
$630K -$373K -6,324 -37%
SFS
117
Sowell Financial Services
Arkansas
$605K -$134K -2,249 -18%
RWP
118
Ridgecrest Wealth Partners
California
$601K +$601K +10,185 New
SWMG
119
Sanchez Wealth Management Group
Florida
$596K -$9.14M -154,718 -94%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$543K +$68.7K +1,165 +14%
Sumitomo Mitsui Trust Group
121
Sumitomo Mitsui Trust Group
Japan
$499K -$87.2K -1,476 -15%
PIG
122
Pantheon Investment Group
California
$499K +$26.6K +450 +6%
ACM
123
AlphaStar Capital Management
North Carolina
$483K +$43.4K +735 +10%
SPC
124
Sigma Planning Corp
Michigan
$481K +$18.2K +309 +4%
ICP
125
Interchange Capital Partners
Pennsylvania
$470K -$93.2K -1,452 -17%