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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

309 hedge funds and large institutions have $5.76B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.95%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
69
Increased
109
Reduced
91
Closed
39
Calls
$1.68M
Puts
$2.07M
Net Calls
-$395K
Net Calls Change
-$282K

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$366M
2
AssetMark Inc
AssetMark Inc
California
+$54.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$33.7M
4
Principal Financial Group
Principal Financial Group
Iowa
+$26.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$135M
2
BlackRock
BlackRock
New York
-$39.6M
3
Jane Street
Jane Street
New York
-$27.1M
4
MNG
Manning & Napier Group
New York
-$22.4M
5
Truist Financial
Truist Financial
North Carolina
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
101
Bellwether Advisors
Nebraska
$1.93M -$446K -8,795 -19%
CAN
102
Cetera Advisor Networks
California
$1.86M +$1.04M +20,590 +128%
SAG
103
SageView Advisory Group
California
$1.82M -$1.34M -26,407 -42%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$1.79M +$85.5K +1,689 +5%
JWCA
105
J.W. Cole Advisors
Florida
$1.77M +$1.49M +29,388 +529%
Mariner
106
Mariner
Kansas
$1.77M +$130K +2,563 +8%
OMC
107
Old Mission Capital
Illinois
$1.59M +$1.59M +31,346 New
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$1.47M -$427K -8,432 -23%
VFA
109
Valeo Financial Advisors
Indiana
$1.42M +$19.1K +377 +1%
MPW
110
MA Private Wealth
California
$1.39M +$1.39M +27,379 New
CCA
111
Cobblestone Capital Advisors
New York
$1.28M +$49.1K +969 +4%
MSWMA
112
Market Street Wealth Management Advisors
Indiana
$1.25M -$90.9K -1,794 -7%
SFS
113
Security Financial Services
Indiana
$1.2M +$73.6K +1,452 +7%
VVP
114
Venture Visionary Partners
Ohio
$1.2M +$376K +7,415 +45%
EW
115
Enzi Wealth
Texas
$1.16M -$1.54M -30,473 -57%
RF
116
RHS Financial
California
$1.14M +$29.1K +575 +3%
ANTB
117
AMG National Trust Bank
Colorado
$1.12M – – –
KC
118
Kingfisher Capital
North Carolina
$1.11M -$66.3K -1,309 -6%
NA
119
NewEdge Advisors
Louisiana
$1.11M -$1.93M -38,175 -64%
AG
120
Ascent Group
Virginia
$1.09M +$1.09M +21,589 New
CAG
121
Csenge Advisory Group
Florida
$1.07M +$1.07M +21,055 New
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$1.04M +$495K +9,779 +91%
KPWS
123
Kestra Private Wealth Services
Texas
$1.02M +$580K +11,454 +131%
CA
124
Cetera Advisors
Colorado
$1.02M +$9.98K +197 +1%
PIMG
125
Patriot Investment Management Group
Tennessee
$999K +$12.7K +251 +1%
3 4
5
6 7