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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 82 reducing their positions, and 38 closing their positions.

Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
51
Increased
142
Reduced
82
Closed
38
Calls
$356K
Puts
$120K
Net Calls
+$236K
Net Calls Change
-$19K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.56B
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$85.8M
3
AssetMark Inc
3
AssetMark Inc
California
$254M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$555M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$30.1M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$107M
2
MNG
2
Manning & Napier Group
New York
$21.8M
3
JFG
3
Jefferies Financial Group
New York
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
Truist Financial
5
Truist Financial
North Carolina
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
101
Fisher Asset Management
Washington
$2.64M +$77.9K +1,620 +3%
FF
102
Fluent Financial
Texas
$2.63M -$34.2K -712 -1%
CLOS
103
Compagnie Lombard Odier SCmA
Switzerland
$2.61M +$1.44K +30 +0.1%
DI
104
DFPG Investments
Utah
$2.42M +$1.15M +24,090 +91%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$2.36M -$114K -2,377 -5%
CFGS
106
Concourse Financial Group Securities
Alabama
$2.36M -$47.7K -992 -2%
KeyBank National Association
107
KeyBank National Association
Ohio
$2.35M -$88.9K -1,849 -4%
TWM
108
Tolleson Wealth Management
Texas
$2.34M +$200K +4,159 +9%
GWMIA
109
Global Wealth Management Investment Advisory
Florida
$2.22M -$8.03K -167 -0.4%
SL
110
SWMG LLC
Texas
$2.18M +$67K +1,394 +3%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$2.17M +$1.39M +28,866 +178%
BAAM
112
Baker Avenue Asset Management
California
$2.09M -$2.82M -58,561 -57%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$2.05M +$96.8K +1,980 +5%
DI
114
Diligent Investors
California
$2.05M -$346K -7,205 -14%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$1.91M -$141K -2,940 -7%
Creative Planning
116
Creative Planning
Kansas
$1.73M +$483K +10,051 +39%
BA
117
Bellwether Advisors
Nebraska
$1.71M -$8.65K -180 -0.5%
CCA
118
Cobblestone Capital Advisors
New York
$1.66M +$398K +8,275 +32%
Mariner
119
Mariner
Kansas
$1.64M +$11.3K +234 +0.7%
PAS
120
Park Avenue Securities
New York
$1.62M +$662K +13,777 +69%
CA
121
Cetera Advisors
Colorado
$1.5M +$127K +2,650 +9%
AG
122
Ascent Group
Virginia
$1.47M +$207K +4,333 +16%
VCM
123
Virtue Capital Management
Tennessee
$1.43M – – –
VFA
124
Valeo Financial Advisors
Indiana
$1.39M +$29.3K +609 +2%
MPW
125
MA Private Wealth
California
$1.28M -$28.1K -584 -2%
3 4
5
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