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iShares Broad USD Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $3.89B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-8
Holders Change %
-3.2%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
37
Increased
89
Reduced
78
Closed
42
Calls
$1.52M
Puts
Net Calls
+$1.52M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
151
B. Riley Wealth Advisors
Florida
$277K +$43.7K +740 +19%
FNWM
152
Financial Network Wealth Management
Utah
$272K +$18.2K +309 +7%
GTAM
153
Global Trust Asset Management
Florida
$270K +$270K +4,574 New
T
154
TRUADVICE
Florida
$267K +$43.8K +735 +20%
Creative Planning
155
Creative Planning
Kansas
$260K +$63K +1,066 +32%
TIAM2
156
Tru Independence Asset Management 2
Oregon
$259K -$4.29M -72,551 -94%
CCA
157
Catalyst Capital Advisors
New York
$254K
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$251K -$149K -2,532 -37%
TCM
159
Teza Capital Management
Illinois
$250K
OWA
160
One Wealth Advisors
California
$247K -$70.5K -1,192 -22%
TNBTD
161
Trustmark National Bank Trust Department
Mississippi
$236K
SWP
162
Stratos Wealth Partners
Ohio
$235K +$2.36K +40 +1%
SSWM
163
Smith Salley Wealth Management
North Carolina
$231K +$231K +3,920 New
RJT
164
Raymond James Trust
Florida
$228K +$7.79K +132 +4%
AWM
165
Accel Wealth Management
Iowa
$227K +$127K +2,142 +126%
ACM
166
Azimuth Capital Management
Michigan
$225K -$5.6K -95 -2%
Deutsche Bank
167
Deutsche Bank
Germany
$223K -$576K -9,730 -72%
NCG
168
Newport Capital Group
New Jersey
$222K
OFG
169
OmniStar Financial Group
North Carolina
$220K -$245K -4,150 -53%
EFSCE
170
Enterprise Financial Services Corp (EFSC)
Missouri
$220K +$220K +3,725 New
CQS
171
Credential Qtrade Securities
$218K
PFS
172
Prospera Financial Services
Texas
$206K -$67K -1,133 -25%
APA
173
American Portfolios Advisors
New York
$197K -$3.66K -62 -2%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$197K -$31.7K -536 -14%
CFD
175
Creative Financial Designs
Indiana
$186K -$38.5K -652 -17%