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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

286 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 40 closing their positions.

Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
103
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$478M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$63.9M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$166M
4
Jane Street
4
Jane Street
New York
$29M
5
BFM
5
Boston Financial Management
Massachusetts
$17.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.49B
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$261K
3
MNG
3
Manning & Napier Group
New York
$22.4M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$0
5
AWM
5
Aprio Wealth Management
Georgia
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$1.66M -$498K -10,151 -23%
Mariner
102
Mariner
Kansas
$1.59M +$1.33M +27,099 +522%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$1.56M -$281K -5,633 -15%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$1.54M +$1.52M +30,943 +8,274%
Northern Trust
105
Northern Trust
Illinois
$1.48M -$124K -2,526 -8%
WA
106
Wilshire Advisors
California
$1.46M -$9.87K -201 -0.7%
VFA
107
Valeo Financial Advisors
Indiana
$1.36M +$1.36M +27,737 New
MSWMA
108
Market Street Wealth Management Advisors
Indiana
$1.3M +$2.21K +45 +0.2%
GT
109
Greenleaf Trust
Michigan
$1.25M +$1.25M +25,484 New
LSA
110
Lion Street Advisors
Texas
$1.21M – – –
CCA
111
Cobblestone Capital Advisors
New York
$1.19M -$33.4K -680 -3%
NL
112
NWAM LLC
Washington
$1.14M +$146K +2,979 +15%
KC
113
Kingfisher Capital
North Carolina
$1.14M -$442K -8,998 -28%
SFS
114
Security Financial Services
Indiana
$1.09M +$655K +13,346 +149%
ANTB
115
AMG National Trust Bank
Colorado
$1.09M -$751K -15,300 -41%
RF
116
RHS Financial
California
$1.08M -$476K -9,689 -31%
AWM
117
Aprio Wealth Management
Georgia
$1.04M -$15M -304,864 -93%
PIMG
118
Patriot Investment Management Group
Tennessee
$993K -$209K -4,090 -17%
CA
119
Cetera Advisors
Colorado
$975K +$975K +19,859 New
PAS
120
Park Avenue Securities
New York
$956K +$132K +2,690 +16%
SWA
121
Stratos Wealth Advisors
Ohio
$926K +$675K +13,748 +269%
WA
122
Wealthstar Advisors
Texas
$914K -$5.94K -121 -0.6%
AWM
123
Alterna Wealth Management
Texas
$848K – – –
VVP
124
Venture Visionary Partners
Ohio
$801K -$331K -6,750 -29%
CAN
125
Cetera Advisor Networks
California
$790K +$364K +7,413 +86%
3 4
5
6 7