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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

395 hedge funds and large institutions have $8.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 149 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.71%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
50
Increased
149
Reduced
122
Closed
46
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$176K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$141M
2
Bank of America
2
Bank of America
North Carolina
$1.64B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$179M
4
Ameriprise
4
Ameriprise
Minnesota
$511M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$712M

Top Sellers

1
BlackRock
1
BlackRock
New York
$312M
2
MYLI
2
Meiji Yasuda Life Insurance
Japan
$0
3
SEI Investments
3
SEI Investments
Pennsylvania
$113M
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
SFC
5
Strategic Financial Concepts
Texas
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
101
TD Waterhouse Canada
Ontario, Canada
$4.38M -$8.88K -169 -0.2%
DAS
102
Diversify Advisory Services
Utah
$4.29M +$877K +17,089 +26%
BCM
103
Beaumont Capital Management
Massachusetts
$4.19M +$8.83K +168 +0.2%
AAS
104
Avantax Advisory Services
Texas
$4.12M +$335K +6,379 +9%
CM
105
Columbus Macro
Pennsylvania
$4.1M +$135K +2,593 +3%
MWM
106
Modern Wealth Management
Kansas
$4.06M +$878K +16,699 +28%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$4.04M -$738K -14,045 -15%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$4.02M +$917K +17,449 +30%
AA
109
Aire Advisors
California
$4M -$239K -4,538 -6%
BS
110
Banco Santander
Spain
$3.9M +$1.26M +23,947 +48%
KeyBank National Association
111
KeyBank National Association
Ohio
$3.85M +$1.49M +28,298 +63%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$3.82M +$388K +7,373 +11%
DWM
113
Diversify Wealth Management
Utah
$3.75M +$1.14M +22,255 +44%
NRI
114
NFP Retirement Inc
California
$3.63M +$1.42M +27,035 +64%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$3.55M -$99.1K -1,881 -3%
KFS
116
Kelly Financial Services
Massachusetts
$3.46M -$704K -13,398 -17%
AWS
117
Atria Wealth Solutions
New York
$3.34M +$446K +8,480 +15%
VCM
118
Virtue Capital Management
Tennessee
$3.28M -$76K -1,445 -2%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$3.15M +$199K +3,793 +7%
HPFG
120
Hart & Patterson Financial Group
Massachusetts
$3.08M -$485K -9,221 -14%
CLOS
121
Compagnie Lombard Odier SCmA
Switzerland
$2.82M -$30K -570 -1%
RJFSA
122
Raymond James Financial Services Advisors
Florida
$2.58M +$261K +4,971 +11%
CWMGP
123
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.56M +$1.45M +27,619 +131%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$2.52M -$261K -4,970 -9%
CFGF
125
Compass Financial Group (Florida)
Florida
$2.32M +$92.8K +1,765 +4%
3 4
5
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