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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

287 hedge funds and large institutions have $4.67B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
89
Reduced
98
Closed
47
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
+$270K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.48B
2
AssetMark Inc
2
AssetMark Inc
California
$188M
3
AF
3
Allworth Financial
California
$114M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$90.9M
5
VA
5
Valmark Advisers
Ohio
$78.6M

Top Sellers

1
Temasek Holdings
1
Temasek Holdings
Singapore
$0
2
MNG
2
Manning & Napier Group
New York
$27.1M
3
BlackRock
3
BlackRock
New York
$229M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$0
5
COF
5
Capital One Financial
Virginia
$4.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Congress Wealth Management
Massachusetts
$505K -$2.03M -36,857 -80%
HF
152
HRT Financial
New York
$496K +$496K +9,021 New
QC
153
Quent Capital
New York
$495K -$3.02M -54,948 -86%
DWP
154
Destiny Wealth Partners
Florida
$490K -$7.49K -136 -2%
CWM
155
Cahaba Wealth Management
Georgia
$478K -$66.8K -1,284 -12%
MCWA
156
Meadow Creek Wealth Advisors
Georgia
$450K +$34.1K +619 +8%
WP
157
WealthSource Partners
California
$443K +$33.4K +607 +8%
CIBC World Market
158
CIBC World Market
Ontario, Canada
$439K – – –
WP
159
WealthPLAN Partners
Nebraska
$426K -$4.63K -89 -1%
WIM
160
WealthPlan Investment Management
Nebraska
$426K +$426K +8,189 New
ACM
161
Allred Capital Management
Texas
$419K +$419K +7,620 New
IF
162
Intrua Financial
Texas
$418K -$59.9K -1,087 -13%
NLG
163
New Legacy Group
New York
$418K – – –
PAG
164
Private Advisor Group
New Jersey
$416K +$220K +4,007 +112%
BRWM
165
B. Riley Wealth Management
Tennessee
$415K +$217K +3,930 +109%
CW
166
CreativeOne Wealth
Kansas
$406K +$21.8K +397 +6%
AC
167
ASB Consultores
Florida
$389K +$82.2K +1,494 +27%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$383K -$566K -10,287 -60%
PWA
169
Physician Wealth Advisors
Utah
$383K +$11.3K +215 +3%
SS
170
Simplicity Solutions
Minnesota
$373K +$373K +6,778 New
TA
171
TrueWealth Advisors
Alabama
$371K – – –
Comerica Bank
172
Comerica Bank
Texas
$371K +$97.6K +1,846 +36%
LNC
173
Lincoln National Corp
Pennsylvania
$357K -$441 -8 -0.1%
GSEP
174
Golden State Equity Partners
California
$353K -$826 -15 -0.2%
RJT
175
Raymond James Trust
Florida
$350K +$16.2K +295 +5%
5 6
7
8 9