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iShares Broad USD Investment Grade Corporate Bond ETF

267 hedge funds and large institutions have $4.66B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

3.85% more ownership

Funds ownership: 67.01%70.85% (+3.8%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

5% more capital invested

Capital invested by funds: $4.46B → $4.66B (+$204M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

3% less funds holding

Funds holding: 274267 (-7)

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
39
Increased
90
Reduced
84
Closed
42
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$1.27M -$1.21M -23,802 -47%
MSWMA
102
Market Street Wealth Management Advisors
Indiana
$1.27M -$875K -17,169 -39%
AL
103
ADE LLC
Maryland
$1.25M +$154K +3,029 +13%
CCA
104
Cobblestone Capital Advisors
New York
$1.2M -$167K -3,280 -12%
PIMG
105
Patriot Investment Management Group
Tennessee
$1.13M -$10.2K -200 -0.8%
VVP
106
Venture Visionary Partners
Ohio
$1.11M -$182K -3,574 -13%
WA
107
WBH Advisory
Maryland
$1.06M -$208K -4,078 -16%
NL
108
NWAM LLC
Washington
$977K -$12.3K -242 -1%
LSA
109
Lion Street Advisors
Texas
$966K
LWM
110
Lyell Wealth Management
California
$955K -$120K -2,360 -11%
WA
111
Wealthstar Advisors
Texas
$900K +$866 +17 +0.1%
IA
112
IFP Advisors
Florida
$889K +$34.2K +672 +9%
MG
113
Mather Group
Illinois
$868K -$248K -4,868 -21%
AWM
114
Alterna Wealth Management
Texas
$830K
PAS
115
Park Avenue Securities
New York
$806K +$93.5K +1,836 +12%
MWM
116
Maripau Wealth Management
Indiana
$782K -$76.7K -1,506 -8%
RT
117
Rockland Trust
Massachusetts
$757K -$4.64K -91 -0.6%
MML Investors Services
118
MML Investors Services
Massachusetts
$751K -$8.67M -170,228 -92%
PFG
119
Peterson Financial Group
Iowa
$734K -$44K -863 -5%
William Blair & Company
120
William Blair & Company
Illinois
$720K
IFG
121
Independent Financial Group
California
$657K
JWA
122
JFS Wealth Advisors
Pennsylvania
$648K
IWC
123
Integrated Wealth Concepts
Massachusetts
$643K -$866 -17 -0.1%
EWA
124
EverSource Wealth Advisors
Alabama
$634K +$1.48K +29 +0.2%
ACM
125
AlphaStar Capital Management
North Carolina
$617K -$86.7K -1,701 -12%