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iShares Broad USD Investment Grade Corporate Bond ETF

377 hedge funds and large institutions have $9.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 111 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.28%
New
51
Increased
150
Reduced
111
Closed
46
Calls
$264K
Puts
Net Calls
+$264K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
126
Bellwether Advisors
Nebraska
$1.71M -$52.1K -1,027 -3%
FI
127
FWG Investments
Kentucky
$1.7M -$46.1K -908 -3%
Creative Planning
128
Creative Planning
Kansas
$1.67M +$56.5K +1,112 +4%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$1.65M -$593K -11,687 -27%
TWM
130
Tolleson Wealth Management
Texas
$1.6M -$1.55M -30,603 -49%
MWM
131
Modern Wealth Management
Kansas
$1.6M +$1.28M +25,142 +396%
VFA
132
Valeo Financial Advisors
Indiana
$1.57M +$89.2K +1,807 +6%
SWP
133
ShoreHaven Wealth Partners
New Jersey
$1.56M -$78.3K -1,543 -5%
GI
134
GLOBALT Investments
Georgia
$1.47M +$1.47M +28,920 New
DI
135
Diligent Investors
California
$1.46M -$348K -6,845 -19%
Balyasny Asset Management
136
Balyasny Asset Management
Illinois
$1.46M +$1.46M +28,680 New
EWA
137
EverSource Wealth Advisors
Alabama
$1.43M +$155K +3,147 +12%
NA
138
NewEdge Advisors
Louisiana
$1.41M +$8.23K +162 +0.6%
PIM
139
Penobscot Investment Management
Massachusetts
$1.36M +$203K +4,000 +18%
1WM
140
1900 Wealth Management
Texas
$1.32M -$1.65M -32,433 -55%
FTUS
141
Flow Traders U.S.
New York
$1.32M +$1.32M +25,985 New
MPW
142
MA Private Wealth
California
$1.32M -$26.2K -516 -2%
FWIA
143
Fort Washington Investment Advisors
Ohio
$1.3M
WA
144
WBH Advisory
Maryland
$1.29M -$13.1K -258 -1%
PIMG
145
Patriot Investment Management Group
Tennessee
$1.27M +$104K +2,057 +9%
IWC
146
Integrated Wealth Concepts
Massachusetts
$1.24M -$79K -1,556 -6%
AT
147
Arden Trust
Delaware
$1.24M -$10.6M -208,124 -89%
KFS
148
Kelly Financial Services
Massachusetts
$1.24M +$1.06M +20,951 +602%
FTS
149
Fifth Third Securities
Ohio
$1.24M +$1.24M +24,427 New
FAM
150
Family Asset Management
South Carolina
$1.22M -$113K -2,235 -8%