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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

189 hedge funds and large institutions have $3.71B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+23
Holders Change %
+13.86%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
45
Increased
62
Reduced
45
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$846M
2
UBS Group
UBS Group
Switzerland
$1.25B
3
BlackRock
BlackRock
New York
$152M
4
Ameriprise
Ameriprise
Minnesota
$159M
5
Morgan Stanley
Morgan Stanley
New York
$116M

Top Sellers

1
Jane Street
Jane Street
New York
$36.8M
2
Wells Fargo
Wells Fargo
California
$15.5M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Barclays
Barclays
United Kingdom
$169K
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CQS
126
Credential Qtrade Securities
$223K – – –
Fisher Asset Management
127
Fisher Asset Management
Washington
$220K -$15.4K -254 -7%
WP
128
WealthPLAN Partners
Nebraska
$212K +$212K +3,461 New
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$211K -$1.13M -18,677 -84%
HHRDM
130
H&H Retirement Design & Management
Nevada
$206K +$206K +3,403 New
VA
131
Valmark Advisers
Ohio
$205K +$205K +3,406 New
SRCM
132
Swift Run Capital Management
Virginia
$204K +$204K +3,380 New
SWP
133
Stratos Wealth Partners
Ohio
$201K +$201K +3,323 New
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$184K – – –
Barclays
135
Barclays
United Kingdom
$169K -$11.2M -185,071 -99%
CFA
136
Carroll Financial Associates
North Carolina
$169K +$6.44K +107 +4%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$164K +$2.79K +46 +2%
WCG
138
Weaver Consulting Group
California
$157K +$22.6K +374 +17%
ICM
139
Islay Capital Management
Texas
$145K – – –
PWMG
140
Prestige Wealth Management Group
New Jersey
$91K +$91K +1,505 New
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$86K +$16.7K +274 +24%
HIIFS
142
Harel Insurance Investments & Financial Services
Israel
$83K -$1.96M -32,367 -96%
PCG
143
Private Capital Group
Connecticut
$79K +$547 +9 +0.7%
AIP
144
Ameritas Investment Partners
Nebraska
$78K -$21.1K -350 -21%
FHA
145
First Horizon Advisors
Tennessee
$75K – – –
OIA
146
Optimum Investment Advisors
Illinois
$73K +$10.6K +175 +17%
EDRH
147
Edmond de Rothschild Holding
Switzerland
$65K +$36.1K +600 +125%
LWM
148
Liberty Wealth Management
California
$65K +$65K +1,070 New
WP
149
WealthShield Partners
North Carolina
$57K +$57K +940 New
EP
150
Eudaimonia Partners
Tennessee
$56K +$10.2K +170 +22%
4 5
6
7 8