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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

163 hedge funds and large institutions have $3.28B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+23
Holders Change %
+16.43%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
39
Increased
61
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$95.9M
2
Bank of America
Bank of America
North Carolina
+$82.3M
3
UBS Group
UBS Group
Switzerland
+$75.7M
4
MFM
MD Financial Management
Ontario, Canada
+$34.4M
5
BlackRock
BlackRock
New York
+$10.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$49M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$38.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
4
IA
IndexIQ Advisors
New York
-$13.5M
5
Goldman Sachs
Goldman Sachs
New York
-$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
151
Royal Fund Management
Florida
$5K +$5K +98 New
KFS
152
Kelly Financial Services
Massachusetts
$4.06K +$4.06K +70 New
SSB
153
Sandy Spring Bank
Maryland
$3K – – –
AWA
154
Arkadios Wealth Advisors
Georgia
$2.15K +$2.15K +36 New
JPMorgan Chase & Co
155
JPMorgan Chase & Co
New York
$2K -$14.1K -204 -88%
FHA
156
Flagship Harbor Advisors
Massachusetts
$2K – – –
WB
157
Webster Bank
Connecticut
$2K – – –
JCM
158
Jacobi Capital Management
Pennsylvania
$2K +$2K +31 New
CL
159
Cabana LLC
Arkansas
$2K +$2K +34 New
SAM
160
S.A. Mason
Michigan
$1K +$1K +23 New
AF
161
Allworth Financial
California
$1K +$1K +24 New
Allianz Asset Management
162
Allianz Asset Management
Germany
– -$38.4M -659,347 Closed
Citadel Advisors
163
Citadel Advisors
Florida
– -$13.6M -234,161 Closed
UBS AM
164
UBS AM
Illinois
– -$3.64M -62,448 Closed
ACP
165
Aveo Capital Partners
Colorado
– -$3.07M -53,004 Closed
BFC
166
Bedel Financial Consulting
Indiana
– -$625K -10,731 Closed
RCG
167
Ruggie Capital Group
Florida
– -$501K -8,595 Closed
JWM
168
JGP Wealth Management
Oregon
– -$237K -4,076 Closed
KWA
169
KCS Wealth Advisory
California
– -$141K -2,413 Closed
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
– -$35K -600 Closed
TC
171
Truvestments Capital
Florida
– -$24K -414 Closed
FMII
172
Farmers & Merchants Investments Inc
Nebraska
– -$6K -110 Closed
SB
173
Strategic Blueprint
Georgia
– -$3K -46 Closed
PMFA
174
Plante Moran Financial Advisors
Michigan
– -$1K -12 Closed
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
– -$2.21M – –
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