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iShares Broad USD Investment Grade Corporate Bond ETF

267 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

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

3.85% more ownership

Funds ownership: 67.01%70.85% (+3.8%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

5% more capital invested

Capital invested by funds: $4.46B → $4.66B (+$204M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

3% less funds holding

Funds holding: 274267 (-7)

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% 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
Change in
Stake
Comerica Bank
151
Comerica Bank
Texas
$326K -$4.74K -93 -1%
LNC
152
Lincoln National Corp
Pennsylvania
$316K -$5.66K -111 -2%
VHAM
153
Van Hulzen Asset Management
California
$314K +$67.1K +1,317 +25%
SIS
154
Sound Income Strategies
Florida
$305K -$112K -2,193 -26%
SCG
155
Sonata Capital Group
Washington
$299K
GFP
156
Gryphon Financial Partners
Ohio
$294K +$180K +3,526 +137%
AWM
157
Apollon Wealth Management
South Carolina
$288K +$305K +5,992 New
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$286K +$11.6K +228 +4%
SS
159
Simplicity Solutions
Minnesota
$283K -$20.8K -408 -6%
FCA
160
FinTrust Capital Advisors
South Carolina
$278K
WB
161
WesBanco Bank
West Virginia
$266K
JIR
162
James Investment Research
Ohio
$261K
OFG
163
OmniStar Financial Group
North Carolina
$259K +$5.04K +99 +2%
DWP
164
Destiny Wealth Partners
Florida
$253K -$33.1K -649 -11%
WWM
165
Western Wealth Management
Colorado
$253K +$17.1K +336 +7%
AA
166
Alesco Advisors
New York
$252K +$267K +5,240 New
CIBC World Market
167
CIBC World Market
Ontario, Canada
$251K +$42.2K +828 +19%
Mariner
168
Mariner
Kansas
$250K +$265K +5,194 New
FA
169
Flagstar Advisors
New York
$249K +$2.14K +42 +0.8%
SWA
170
Stratos Wealth Advisors
Ohio
$246K +$260K +5,111 New
NCM
171
Noesis Capital Mangement
Florida
$238K
SAM
172
Strategy Asset Managers
California
$237K +$252K +4,938 New
Renaissance Technologies
173
Renaissance Technologies
New York
$235K +$250K +4,900 New
BRWA
174
B. Riley Wealth Advisors
Florida
$234K -$11.2K -220 -4%
SWP
175
Stratos Wealth Partners
Ohio
$233K +$11.7K +229 +5%