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iShares Broad USD Investment Grade Corporate Bond ETF

267 hedge funds and large institutions have $4.66B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

3.85% more ownership

Funds ownership: 67.01%70.85% (+3.8%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

5% more capital invested

Capital invested by funds: $4.46B → $4.66B (+$204M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

3% less funds holding

Funds holding: 274267 (-7)

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
39
Increased
90
Reduced
84
Closed
42
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
126
Benjamin F. Edwards & Company
Missouri
$570K -$9.37K -184 -2%
TC
127
Truvestments Capital
Florida
$550K -$12.2K -240 -2%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$550K +$16.3K +319 +3%
Bessemer Group
129
Bessemer Group
New Jersey
$546K +$579K +11,363 New
PAG
130
Private Advisor Group
New Jersey
$537K +$212K +4,161 +59%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$528K +$6.83K +134 +1%
ASN
132
Advisory Services Network
Georgia
$506K +$12.3K +241 +2%
AFP
133
Ausdal Financial Partners
Iowa
$506K +$18.1K +356 +3%
KOC
134
Koss-Olinger Consulting
Florida
$496K
RJT
135
Raymond James Trust
Florida
$475K +$180K +3,531 +56%
OIA
136
OneDigital Investment Advisors
Kansas
$462K +$490K +9,625 New
CWM
137
Cahaba Wealth Management
Georgia
$447K +$3.62K +71 +0.8%
BWM
138
Birchcreek Wealth Management
Ohio
$439K -$12.3K -241 -3%
SFS
139
Security Financial Services
Indiana
$430K -$439K -8,618 -49%
CA
140
Continuum Advisory
Idaho
$420K +$143K +2,804 +47%
CAN
141
Cetera Advisor Networks
California
$416K +$88.2K +1,732 +25%
FPCP
142
Fort Point Capital Partners
California
$414K +$439K +8,613 New
MCWA
143
Meadow Creek Wealth Advisors
Georgia
$392K -$1.02K -20 -0.2%
WP
144
WealthSource Partners
California
$387K -$1.07K -21 -0.3%
NCG
145
Newport Capital Group
New Jersey
$371K +$383K +7,512 New
PA
146
PFG Advisors
Arizona
$371K +$394K +7,726 New
NLG
147
New Legacy Group
New York
$365K
SC
148
Scotia Capital
Ontario, Canada
$350K +$129K +2,528 +53%
PWA
149
Physician Wealth Advisors
Utah
$349K -$6.37K -125 -2%
AC
150
ASB Consultores
Florida
$340K