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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

435 hedge funds and large institutions have $8.58B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+40
Holders Change %
+10.13%
% of All Funds
5.79%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
79
Increased
162
Reduced
111
Closed
29
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
-$49K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.67B
2
AssetMark Inc
AssetMark Inc
California
$392M
3
Franklin Resources
Franklin Resources
California
$226M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$734M
5
Stifel Financial
Stifel Financial
Missouri
$214M

Top Sellers

1
NW
NewEdge Wealth
Pennsylvania
$326K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.42M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$77.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Financial Avengers
California
$1.98M +$991K +19,708 +100%
GWMIA
127
Global Wealth Management Investment Advisory
Florida
$1.95M -$39.2K -779 -2%
SAM
128
Summit Asset Management
Tennessee
$1.93M +$1.93M +38,475 New
EWA
129
EverSource Wealth Advisors
Alabama
$1.89M -$100K -1,997 -5%
AWM
130
Arista Wealth Management
Nevada
$1.85M – – –
PDL
131
Portfolio Design Labs
California
$1.85M +$1.85M +36,744 New
CFGS
132
Concourse Financial Group Securities
Alabama
$1.84M -$334K -6,626 -15%
Pictet Asset Management
133
Pictet Asset Management
Switzerland
$1.82M – – –
KF
134
K2 Financial
California
$1.81M +$1.81M +36,420 New
FI
135
FWG Investments
Kentucky
$1.78M +$10.3K +205 +0.6%
1L
136
10Elms LLP
Oklahoma
$1.76M +$1.76M +35,035 New
FWIA
137
Fort Washington Investment Advisors
Ohio
$1.71M – – –
SEIA
138
Signature Estate & Investment Advisors
California
$1.68M +$224K +4,455 +15%
FTS
139
Fifth Third Securities
Ohio
$1.65M +$975K +19,382 +145%
LI
140
LifeWealth Investments
Florida
$1.64M +$1.64M +32,656 New
CAG
141
Csenge Advisory Group
Florida
$1.62M +$28.6K +568 +2%
TPW
142
Transatlantique Private Wealth
New York
$1.59M +$1.86K +37 +0.1%
NA
143
NewEdge Advisors
Louisiana
$1.59M -$8.06M -160,349 -84%
VFA
144
Valeo Financial Advisors
Indiana
$1.58M +$31.5K +627 +2%
BA
145
Bellwether Advisors
Nebraska
$1.56M -$19.9K -396 -1%
Creative Planning
146
Creative Planning
Kansas
$1.54M +$726K +14,442 +89%
Fisher Asset Management
147
Fisher Asset Management
Washington
$1.46M +$406K +8,065 +39%
TWM
148
Tolleson Wealth Management
Texas
$1.4M +$50.4K +1,002 +4%
MIA
149
MMBG Investment Advisors
Florida
$1.4M – – –
KPWS
150
Kestra Private Wealth Services
Texas
$1.39M +$277K +5,501 +25%
4 5
6
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