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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

327 hedge funds and large institutions have $6.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
53
Increased
124
Reduced
97
Closed
34
Calls
$796K
Puts
$541K
Net Calls
+$255K
Net Calls Change
+$650K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$136M
2
Bank of America
2
Bank of America
North Carolina
$1.44B
3
MG
3
Mather Group
Illinois
$52.2M
4
UBS Group
4
UBS Group
Switzerland
$309M
5
Morgan Stanley
5
Morgan Stanley
New York
$203M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$0
2
RJA
2
Raymond James & Associates
Florida
$26.9M
3
MNG
3
Manning & Napier Group
New York
$22.2M
4
BlackRock
4
BlackRock
New York
$156M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$2.28M +$502K +10,019 +28%
TWM
102
Tolleson Wealth Management
Texas
$2.23M -$2.36M -47,121 -51%
CAN
103
Cetera Advisor Networks
California
$2.21M +$372K +7,433 +20%
SL
104
SWMG LLC
Texas
$2.2M +$256K +5,107 +13%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$2.13M -$66.9K -1,335 -3%
HighTower Advisors
106
HighTower Advisors
Illinois
$2.1M +$1.69M +33,700 +406%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$2.02M -$60.6K -1,197 -3%
BWM
108
BerganKDV Wealth Management
Minnesota
$1.99M -$202K -4,036 -9%
AT
109
Arden Trust
Delaware
$1.89M -$2.76M -55,187 -59%
MBT
110
Montecito Bank & Trust
California
$1.81M +$1.81M +36,188 New
BA
111
Bellwether Advisors
Nebraska
$1.79M -$114K -2,276 -6%
Citadel Advisors
112
Citadel Advisors
Florida
$1.73M -$939K -18,737 -35%
Mariner
113
Mariner
Kansas
$1.7M -$44.2K -882 -3%
OLVIG
114
Oliver Lagore Vanvalin Investment Group
Michigan
$1.59M +$1.59M +31,821 New
API
115
Advisor Partners II
California
$1.5M +$1.5M +29,988 New
CA
116
Cetera Advisors
Colorado
$1.44M +$431K +8,597 +43%
VCM
117
Virtue Capital Management
Tennessee
$1.43M -$563K -11,370 -28%
VFA
118
Valeo Financial Advisors
Indiana
$1.42M +$14.6K +291 +1%
MPW
119
MA Private Wealth
California
$1.36M -$8.01K -160 -0.6%
KPWS
120
Kestra Private Wealth Services
Texas
$1.34M +$323K +6,446 +32%
DI
121
DFPG Investments
Utah
$1.33M +$540K +10,741 +69%
CCA
122
Cobblestone Capital Advisors
New York
$1.31M +$48.4K +966 +4%
AG
123
Ascent Group
Virginia
$1.3M +$236K +4,770 +22%
Creative Planning
124
Creative Planning
Kansas
$1.3M +$1.3M +25,923 New
VVP
125
Venture Visionary Partners
Ohio
$1.28M +$92.9K +1,854 +8%
3 4
5
6 7