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iShares Broad USD Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $3.89B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-8
Holders Change %
-3.2%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
37
Increased
89
Reduced
78
Closed
42
Calls
$1.52M
Puts
Net Calls
+$1.52M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Shares
Change %
Fisher Asset Management
126
Fisher Asset Management
Washington
$457K +$116K +1,964 +34%
WP
127
WealthSource Partners
California
$456K -$60.8K -1,030 -12%
WP
128
WealthPLAN Partners
Nebraska
$450K +$74.8K +1,255 +20%
ASN
129
Advisory Services Network
Georgia
$434K +$272K +4,612 +168%
PAS
130
Park Avenue Securities
New York
$411K -$49.4K -837 -11%
Stifel Financial
131
Stifel Financial
Missouri
$402K -$3.24M -54,866 -89%
SCG
132
Sonata Capital Group
Washington
$402K
LNC
133
Lincoln National Corp
Pennsylvania
$401K +$19.7K +333 +5%
FHC
134
First Heartland Consultants
Missouri
$396K -$19.4K -328 -5%
FA
135
Fermata Advisors
California
$392K +$392K +6,651 New
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$379K +$200K +3,385 +112%
GSEP
137
Golden State Equity Partners
California
$367K +$11.3K +192 +3%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$367K +$101K +1,708 +38%
FSC
139
Full Sail Capital
Oklahoma
$349K
FCA
140
FinTrust Capital Advisors
South Carolina
$345K
SCM
141
Southport Capital Management
Tennessee
$331K -$767 -13 -0.2%
EWA
142
EP Wealth Advisors
California
$330K
WB
143
WesBanco Bank
West Virginia
$327K +$327K +5,536 New
IA
144
IFP Advisors
Florida
$324K
CCFCSB
145
Cape Cod Five Cents Savings Bank
Massachusetts
$317K +$14.4K +243 +5%
CAM
146
Caprin Asset Management
Virginia
$306K -$18.5K -313 -6%
MSWMA
147
Market Street Wealth Management Advisors
Indiana
$305K +$305K +5,163 New
FWP
148
Firethorn Wealth Partners
Georgia
$299K -$448K -7,584 -60%
Comerica Bank
149
Comerica Bank
Texas
$293K -$262K -4,376 -47%
CWS
150
Cypress Wealth Services
California
$286K