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iShares Broad USD Investment Grade Corporate Bond ETF

266 hedge funds and large institutions have $4.66B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-7
Holders Change %
-2.56%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
39
Increased
90
Reduced
84
Closed
42
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
151
Lincoln National Corp
Pennsylvania
$316K -$5.33K -111 -2%
VHAM
152
Van Hulzen Asset Management
California
$314K +$63.3K +1,317 +25%
SIS
153
Sound Income Strategies
Florida
$305K -$105K -2,193 -26%
SCG
154
Sonata Capital Group
Washington
$299K
GFP
155
Gryphon Financial Partners
Ohio
$294K +$170K +3,526 +137%
AWM
156
Apollon Wealth Management
South Carolina
$288K +$288K +5,992 New
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$286K +$10.9K +228 +4%
SS
158
Simplicity Solutions
Minnesota
$283K -$19.6K -408 -6%
FCA
159
FinTrust Capital Advisors
South Carolina
$278K
WB
160
WesBanco Bank
West Virginia
$266K
JIR
161
James Investment Research
Ohio
$261K
OFG
162
OmniStar Financial Group
North Carolina
$259K +$4.75K +99 +2%
DWP
163
Destiny Wealth Partners
Florida
$253K -$31.2K -649 -11%
WWM
164
Western Wealth Management
Colorado
$253K +$16.1K +336 +7%
AA
165
Alesco Advisors
New York
$252K +$252K +5,240 New
CIBC World Market
166
CIBC World Market
Ontario, Canada
$251K +$39.8K +828 +19%
Mariner
167
Mariner
Kansas
$250K +$250K +5,194 New
FA
168
Flagstar Advisors
New York
$249K +$2.02K +42 +0.8%
SWA
169
Stratos Wealth Advisors
Ohio
$246K +$246K +5,111 New
NCM
170
Noesis Capital Mangement
Florida
$238K
SAM
171
Strategy Asset Managers
California
$237K +$237K +4,938 New
Renaissance Technologies
172
Renaissance Technologies
New York
$235K +$235K +4,900 New
BRWA
173
B. Riley Wealth Advisors
Florida
$234K -$10.6K -220 -4%
SWP
174
Stratos Wealth Partners
Ohio
$233K +$11K +229 +5%
BAAM
175
Baker Avenue Asset Management
California
$230K +$230K +4,787 New