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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

327 hedge funds and large institutions have $6.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
53
Increased
124
Reduced
97
Closed
34
Calls
$796K
Puts
$541K
Net Calls
+$255K
Net Calls Change
+$650K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$136M
2
Bank of America
2
Bank of America
North Carolina
$1.44B
3
MG
3
Mather Group
Illinois
$52.2M
4
UBS Group
4
UBS Group
Switzerland
$309M
5
Morgan Stanley
5
Morgan Stanley
New York
$203M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$0
2
RJA
2
Raymond James & Associates
Florida
$26.9M
3
MNG
3
Manning & Napier Group
New York
$22.2M
4
BlackRock
4
BlackRock
New York
$156M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
126
Lion Street Advisors
Texas
$1.24M +$90.3K +1,499 +8%
MSWMA
127
Market Street Wealth Management Advisors
Indiana
$1.22M -$19.6K -391 -2%
CAG
128
Csenge Advisory Group
Florida
$1.1M +$48.1K +960 +5%
NA
129
NewEdge Advisors
Louisiana
$1.04M -$53.3K -1,065 -5%
KC
130
Kingfisher Capital
North Carolina
$1.01M -$88.4K -1,765 -8%
PAS
131
Park Avenue Securities
New York
$993K +$22.3K +445 +2%
PIMG
132
Patriot Investment Management Group
Tennessee
$988K – – –
FIA
133
Foundations Investment Advisors
Arizona
$954K +$651K +12,987 +214%
AWM
134
Apollon Wealth Management
South Carolina
$952K +$213K +4,259 +29%
WA
135
Wealthstar Advisors
Texas
$883K -$33.6K -670 -4%
SCM
136
Seascape Capital Management
New Hampshire
$868K +$101K +2,010 +13%
AWM
137
Alterna Wealth Management
Texas
$865K – – –
IWC
138
Integrated Wealth Concepts
Massachusetts
$826K +$107K +2,138 +15%
LWM
139
Lyell Wealth Management
California
$822K -$60.1K -1,200 -7%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$812K -$638K -12,737 -44%
AC
141
ASB Consultores
Florida
$790K +$390K +7,781 +97%
EWA
142
EverSource Wealth Advisors
Alabama
$773K +$112K +2,235 +17%
RJT
143
Raymond James Trust
Florida
$746K +$260K +5,197 +54%
SFS
144
Security Financial Services
Indiana
$745K -$445K -8,875 -37%
CFA
145
Cahill Financial Advisors
Minnesota
$738K +$738K +14,735 New
CA
146
Continuum Advisory
Idaho
$724K +$39.5K +789 +6%
BOSSRA
147
B.O.S.S. Retirement Advisors
Utah
$712K +$128K +2,553 +22%
GT
148
Greenleaf Trust
Michigan
$709K +$64.8K +1,294 +10%
FBB
149
Fulton Breakefield Broenniman
Maryland
$706K +$706K +14,086 New
SWA
150
Stratos Wealth Advisors
Ohio
$694K +$91.9K +1,835 +15%
4 5
6
7 8