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iShares Broad USD Investment Grade Corporate Bond ETF

393 hedge funds and large institutions have $7.49B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+16
Holders Change %
+4.24%
% of All Funds
5.72%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
63
Increased
162
Reduced
112
Closed
40
Calls
$1.34M
Puts
$392K
Net Calls
+$949K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Shares
Change %
GWMIA
126
Global Wealth Management Investment Advisory
Florida
$1.97M +$5.88K +117 +0.3%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$1.97M +$36.4K +725 +2%
OMC
128
Old Mission Capital
Illinois
$1.93M -$465K -9,266 -19%
AWM
129
Arista Wealth Management
Nevada
$1.85M +$1.85M +36,839 New
Squarepoint
130
Squarepoint
New York
$1.85M -$4.21M -83,770 -69%
Pictet Asset Management
131
Pictet Asset Management
Switzerland
$1.82M +$1.82M +36,217 New
FI
132
FWG Investments
Kentucky
$1.76M +$79.2K +1,577 +5%
EWA
133
EverSource Wealth Advisors
Alabama
$1.7M +$221K +4,318 +15%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$1.7M +$70.7K +1,409 +4%
CAG
135
Csenge Advisory Group
Florida
$1.64M -$64.2K -1,279 -4%
SF
136
Summit Financial
New Jersey
$1.6M +$1.25M +24,824 +352%
BA
137
Bellwether Advisors
Nebraska
$1.59M -$101K -2,013 -6%
TWM
138
Tolleson Wealth Management
Texas
$1.56M -$20.3K -405 -1%
VFA
139
Valeo Financial Advisors
Indiana
$1.51M -$91.8K -1,829 -6%
PIM
140
Penobscot Investment Management
Massachusetts
$1.41M +$62.8K +1,250 +5%
Betterment LLC
141
Betterment LLC
New York
$1.39M +$841K +16,756 +154%
GI
142
GLOBALT Investments
Georgia
$1.31M -$147K -2,928 -10%
DI
143
Diligent Investors
California
$1.29M -$152K -3,030 -11%
FWIA
144
Fort Washington Investment Advisors
Ohio
$1.29M
AT
145
Arden Trust
Delaware
$1.26M +$30.3K +604 +2%
PIMG
146
Patriot Investment Management Group
Tennessee
$1.25M
VVP
147
Venture Visionary Partners
Ohio
$1.22M +$36K +717 +3%
WA
148
WBH Advisory
Maryland
$1.22M -$59.1K -1,177 -5%
IWC
149
Integrated Wealth Concepts
Massachusetts
$1.2M -$23.4K -466 -2%
SEIA
150
Signature Estate & Investment Advisors
California
$1.18M +$1.18M +23,535 New