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iShares Broad USD Investment Grade Corporate Bond ETF

166 hedge funds and large institutions have $3.06B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
31
Increased
45
Reduced
60
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$64K +$22.4K +400 +54%
OIA
127
Optimum Investment Advisors
Illinois
$57K
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$48K +$4.34K +78 +10%
LFG
129
LifePlan Financial Group
Ohio
$47K
OPS
130
Orion Portfolio Solutions
Nebraska
$45K -$949 -17 -2%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$44K -$38M -690,990 -100%
EP
132
Eudaimonia Partners
Tennessee
$43K
GI
133
Gradient Investments
Minnesota
$38K +$2.9K +52 +8%
CFFP
134
Center for Financial Planning
Michigan
$38K +$38K +674 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$36K -$66.3K -1,194 -65%
CAN
136
Claraphi Advisory Network
United States
$33K +$33K +581 New
AA
137
Ancora Advisors
Ohio
$32K +$32K +566 New
Northern Trust
138
Northern Trust
Illinois
$30K -$3.97K -7,135 -12%
ASN
139
Advisory Services Network
Georgia
$28K -$13.9K -246 -33%
EDRH
140
Edmond de Rothschild Holding
Switzerland
$27K
AIM
141
Anchor Investment Management
South Carolina
$25.1K
DZ Bank
142
DZ Bank
Germany
$23K
CFGS
143
Concourse Financial Group Securities
Alabama
$22K
APA
144
American Portfolios Advisors
New York
$19.2K +$56 +1 +0.3%
AF
145
Advisornet Financial
Minnesota
$18K -$19.1K -341 -51%
SAM
146
S.A. Mason
Michigan
$17K +$15.7K +287 +1,248%
AWM
147
AllSquare Wealth Management
New York
$14K
SWM
148
Selective Wealth Management
Virginia
$11K +$11K +199 New
HWA
149
HHM Wealth Advisors
Tennessee
$11K +$11K +204 New
SL
150
Savior LLC
Massachusetts
$7K