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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

273 hedge funds and large institutions have $4.45B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-14
Holders Change %
-4.88%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
35
Increased
65
Reduced
119
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.53B
2
AFIMH
2
American Family Insurance Mutual Holding
Wisconsin
$127M
3
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$59.9M
4
Truist Financial
4
Truist Financial
North Carolina
$349M
5
Asset Management One
5
Asset Management One
Japan
$99.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$594K
2
AssetMark Inc
2
AssetMark Inc
California
$104M
3
MNG
3
Manning & Napier Group
New York
$23.4M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$6.92M
5
AWM
5
AE Wealth Management
Kansas
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
101
Patriot Investment Management Group
Tennessee
$1.21M -$37.4K -735 -3%
LSA
102
Lion Street Advisors
Texas
$1.21M – – –
AL
103
ADE LLC
Maryland
$1.18M +$18.5K +362 +2%
MG
104
Mather Group
Illinois
$1.17M +$1.17M +22,924 New
LWM
105
Lyell Wealth Management
California
$1.13M +$130K +2,550 +13%
SIA
106
SeaBridge Investment Advisors
New Jersey
$1.09M -$276K -5,410 -20%
NL
107
NWAM LLC
Washington
$1.06M -$456K -8,882 -30%
WA
108
Wealthstar Advisors
Texas
$957K -$20.8K -407 -2%
MWM
109
Maripau Wealth Management
Indiana
$945K -$16.5K -314 -2%
SFS
110
Security Financial Services
Indiana
$895K -$67.9K -1,333 -7%
AWM
111
Alterna Wealth Management
Texas
$880K – – –
PFG
112
Peterson Financial Group
Iowa
$823K -$101K -1,989 -11%
IA
113
IFP Advisors
Florida
$815K – – –
RT
114
Rockland Trust
Massachusetts
$808K -$229K -4,500 -22%
William Blair & Company
115
William Blair & Company
Illinois
$763K -$31.7K -622 -4%
PAS
116
Park Avenue Securities
New York
$761K +$193K +3,798 +34%
ACM
117
AlphaStar Capital Management
North Carolina
$741K -$62.2K -1,220 -8%
Bank of Nova Scotia
118
Bank of Nova Scotia
Ontario, Canada
$732K – – –
OMC
119
Old Mission Capital
Illinois
$706K +$706K +13,844 New
JWA
120
JFS Wealth Advisors
Pennsylvania
$687K +$687K +13,479 New
IWC
121
Integrated Wealth Concepts
Massachusetts
$683K -$68.2K -1,337 -9%
EWA
122
EverSource Wealth Advisors
Alabama
$671K -$151K -2,954 -18%
RF
123
RHS Financial
California
$653K -$204K -4,014 -24%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$614K +$37K +726 +6%
TC
125
Truvestments Capital
Florida
$595K -$10.4K -205 -2%
3 4
5
6 7