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iShares Broad USD Investment Grade Corporate Bond ETF

216 hedge funds and large institutions have $4.43B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+27
Holders Change %
+14.29%
% of All Funds
4.37%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.22%
New
41
Increased
94
Reduced
38
Closed
13
Calls
$432K
Puts
$295K
Net Calls
+$137K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Shares
Change %
Fisher Asset Management
151
Fisher Asset Management
Washington
$213K -$8.14K -134 -4%
RJT
152
Raymond James Trust
Florida
$210K -$19.6K -323 -9%
VA
153
Valmark Advisers
Ohio
$210K +$2.38K +39 +1%
SRCM
154
Swift Run Capital Management
Virginia
$205K
TSA
155
Tri-Star Advisors
Texas
$204K -$2.01M -33,004 -91%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$204K +$39.8K +656 +24%
PFS
157
Prospera Financial Services
Texas
$185K -$95.1K -1,566 -34%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$184K
CFA
159
Carroll Financial Associates
North Carolina
$178K +$8.05K +133 +5%
Barclays
160
Barclays
United Kingdom
$170K
WCG
161
Weaver Consulting Group
California
$158K
APA
162
American Portfolios Advisors
New York
$157K +$136K +2,245 +662%
PWMG
163
Prestige Wealth Management Group
New Jersey
$153K +$61.7K +1,018 +68%
ICM
164
Islay Capital Management
Texas
$146K
FHA
165
First Horizon Advisors
Tennessee
$113K +$38K +629 +51%
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$103K +$103K +1,700 New
AIP
167
Ameritas Investment Partners
Nebraska
$97K +$18.5K +305 +24%
LWM
168
Liberty Wealth Management
California
$90K +$24.7K +405 +38%
HIIFS
169
Harel Insurance Investments & Financial Services
Israel
$83K
PCG
170
Private Capital Group
Connecticut
$79K +$423 +7 +0.5%
EDRH
171
Edmond de Rothschild Holding
Switzerland
$77K +$11.3K +185 +17%
OIA
172
Optimum Investment Advisors
Illinois
$73K
ASN
173
Advisory Services Network
Georgia
$58K +$58K +950 New
WP
174
WealthShield Partners
North Carolina
$57K
EP
175
Eudaimonia Partners
Tennessee
$57K