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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

140 hedge funds and large institutions have $3.11B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
55
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$319M
2
Bank of America
Bank of America
North Carolina
+$55.6M
3
Ameriprise
Ameriprise
Minnesota
+$38.9M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$17.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$12.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$167M
2
AssetMark Inc
AssetMark Inc
California
-$53.8M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$52M
4
BlackRock
BlackRock
New York
-$22.7M
5
AWM
AE Wealth Management
Kansas
-$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
126
Anchor Investment Management
South Carolina
$26.1K – – –
TC
127
Truvestments Capital
Florida
$24K – – –
CFGS
128
Concourse Financial Group Securities
Alabama
$23K – – –
APA
129
American Portfolios Advisors
New York
$19.8K -$58 -1 -0.3%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$17K -$13.9K -243 -45%
AWM
131
AllSquare Wealth Management
New York
$15K – – –
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$14K +$781 +13 +6%
PWMG
133
Prestige Wealth Management Group
New Jersey
$9K – – –
GI
134
Gradient Investments
Minnesota
$7K – – –
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
RIA
136
Realta Investment Advisors
Delaware
$6K – – –
SSB
137
Sandy Spring Bank
Maryland
$3K – – –
SB
138
Strategic Blueprint
Georgia
$3K +$3K +46 New
WB
139
Webster Bank
Connecticut
$2K – – –
FHA
140
Flagship Harbor Advisors
Massachusetts
$2K +$2K +39 New
PMFA
141
Plante Moran Financial Advisors
Michigan
$1K +$250 +3 +33%
BFA
142
Beaumont Financial Advisors
Massachusetts
– -$1.73M -30,327 Closed
W
143
WealthOne
New York
– -$702K -12,301 Closed
PPP
144
Private Portfolio Partners
New Jersey
– -$662K -11,593 Closed
HCM
145
Hudson Capital Management
New Jersey
– -$438K -7,202 Closed
BA
146
Boston Advisors
Massachusetts
– -$363K -6,358 Closed
WP
147
WealthSource Partners
California
– -$347K -6,076 Closed
FF
148
Friedenthal Financial
New Jersey
– -$268K -4,695 Closed
Stifel Financial
149
Stifel Financial
Missouri
– -$204K -3,588 Closed
PA
150
Parallel Advisors
California
– -$42K -739 Closed
3 4 5
6
7