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iShares Broad USD Investment Grade Corporate Bond ETF

273 hedge funds and large institutions have $4.45B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-14
Holders Change %
-4.88%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
35
Increased
65
Reduced
119
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
151
Simplicity Solutions
Minnesota
$321K -$24.2K -476 -7%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$318K -$37.1K -727 -10%
SCG
153
Sonata Capital Group
Washington
$317K
FCA
154
FinTrust Capital Advisors
South Carolina
$305K
CA
155
Continuum Advisory
Idaho
$302K -$5.71K -112 -2%
DWP
156
Destiny Wealth Partners
Florida
$301K -$152K -2,987 -34%
FSC
157
Full Sail Capital
Oklahoma
$300K
IF
158
Intrua Financial
Texas
$298K -$88.8K -1,742 -23%
CG
159
Colony Group
Massachusetts
$292K -$182K -3,565 -38%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$292K -$3.52K -69 -1%
WB
161
WesBanco Bank
West Virginia
$282K
SFG
162
Snider Financial Group
Washington
$282K +$867 +17 +0.3%
JIR
163
James Investment Research
Ohio
$277K
OFG
164
OmniStar Financial Group
North Carolina
$270K +$12.3K +241 +5%
VHAM
165
Van Hulzen Asset Management
California
$266K -$3.06K -60 -1%
KPWS
166
Kestra Private Wealth Services
Texas
$262K -$500K -9,816 -66%
FA
167
Flagstar Advisors
New York
$261K -$275K -5,400 -51%
BRWA
168
B. Riley Wealth Advisors
Florida
$260K +$13.4K +262 +5%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$256K +$15.2K +298 +6%
NCM
170
Noesis Capital Mangement
Florida
$252K
WWM
171
Western Wealth Management
Colorado
$252K +$16.4K +322 +7%
SC
172
Scotia Capital
Ontario, Canada
$243K -$11.2K -220 -4%
MCA
173
MSH Capital Advisors
Arizona
$241K -$22.1K -434 -8%
FIA
174
Foundations Investment Advisors
Arizona
$240K -$15.7K -307 -6%
SWP
175
Stratos Wealth Partners
Ohio
$235K -$390K -7,658 -62%