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iShares Broad USD Investment Grade Corporate Bond ETF

287 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

12% more capital invested

Capital invested by funds: $4.66B → $5.21B (+$553M)

7% more funds holding

Funds holding: 267287 (+20)

8% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.39M

1.91% less ownership

Funds ownership: 70.85%68.94% (-1.9%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

Holders
287
Holders Change
+20
Holders Change %
+7.49%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
104
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cahaba Wealth Management
Georgia
$462K +$5.36K +110 +1%
CWM
152
Congress Wealth Management
Massachusetts
$455K +$451K +9,263 New
Betterment LLC
153
Betterment LLC
New York
$442K +$439K +9,003 New
VHAM
154
Van Hulzen Asset Management
California
$440K +$118K +2,423 +37%
KPWS
155
Kestra Private Wealth Services
Texas
$430K +$427K +8,763 New
GI
156
Gradient Investments
Minnesota
$424K +$396K +8,131 +1,633%
CA
157
Continuum Advisory
Idaho
$420K -$9.16K -188 -2%
AC
158
ASB Consultores
Florida
$403K +$55.3K +1,135 +16%
FAM
159
Family Asset Management
South Carolina
$400K +$397K +8,144 New
WFAG
160
Wescott Financial Advisory Group
Pennsylvania
$392K +$389K +7,976 New
UCFA
161
United Capital Financial Advisors
Texas
$387K +$384K +7,884 New
NLG
162
New Legacy Group
New York
$373K
BPA
163
Beacon Pointe Advisors
California
$368K +$366K +7,503 New
BWM
164
Birchcreek Wealth Management
Ohio
$357K -$91.7K -1,882 -21%
AA
165
Advisory Alpha
Michigan
$348K +$345K +7,078 New
FIA
166
Foundations Investment Advisors
Arizona
$341K +$110K +2,248 +48%
WP
167
WealthSource Partners
California
$336K -$58.9K -1,208 -15%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$336K +$42.7K +877 +15%
LNC
169
Lincoln National Corp
Pennsylvania
$334K +$11.4K +233 +4%
CCFCSB
170
Cape Cod Five Cents Savings Bank
Massachusetts
$327K -$1.76M -36,207 -84%
PA
171
PFG Advisors
Arizona
$326K -$53.1K -1,090 -14%
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$311K +$308K +6,327 New
SCG
173
Sonata Capital Group
Washington
$306K
SIS
174
Sound Income Strategies
Florida
$302K -$9.94K -204 -3%
GFP
175
Gryphon Financial Partners
Ohio
$279K -$20.6K -423 -7%