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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

435 hedge funds and large institutions have $8.58B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+40
Holders Change %
+10.13%
% of All Funds
5.79%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
79
Increased
162
Reduced
111
Closed
29
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
-$49K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.67B
2
AssetMark Inc
AssetMark Inc
California
$392M
3
Franklin Resources
Franklin Resources
California
$226M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$734M
5
Stifel Financial
Stifel Financial
Missouri
$214M

Top Sellers

1
NW
NewEdge Wealth
Pennsylvania
$326K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.42M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$77.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
151
Financial Synergies Wealth Advisors
Texas
$1.35M +$423K +8,409 +46%
C
152
Croban
Ohio
$1.34M +$1.34M +26,722 New
BOSSRA
153
B.O.S.S. Retirement Advisors
Utah
$1.31M +$1.08M +21,567 +491%
P
154
&Partners
Tennessee
$1.3M +$182K +3,617 +16%
SFS
155
Sowell Financial Services
Arkansas
$1.3M +$385K +7,657 +42%
WA
156
WBH Advisory
Maryland
$1.29M +$82.1K +1,633 +7%
CWMGP
157
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.28M -$1.17M -23,240 -48%
PIMG
158
Patriot Investment Management Group
Tennessee
$1.26M – – –
PWM
159
Pines Wealth Management
North Carolina
$1.25M +$1.25M +25,085 New
GI
160
GLOBALT Investments
Georgia
$1.24M -$35.7K -710 -3%
APWM
161
Anchor Pointe Wealth Management
Missouri
$1.21M +$1.21M +24,079 New
VVP
162
Venture Visionary Partners
Ohio
$1.18M -$41.1K -817 -3%
DI
163
Diligent Investors
California
$1.14M -$80.4K -1,599 -7%
SA
164
Sovran Advisors
California
$1.13M +$1.13M +22,828 New
TA
165
TFB Advisors
Kansas
$1.11M +$251K +4,984 +29%
GSEP
166
Golden State Equity Partners
California
$1.11M +$1.11M +22,094 New
AIM
167
Advyzon Investment Management
Illinois
$1.1M +$1.1M +21,868 New
LSA
168
Lion Street Advisors
Texas
$1.06M -$31.8K -633 -3%
LIM
169
Leavell Investment Management
Alabama
$1.06M -$299K -5,938 -22%
PS
170
Principal Securities
Iowa
$1.01M +$111K +2,201 +12%
PIM
171
Penobscot Investment Management
Massachusetts
$1M -$19.7K -391 -2%
IWC
172
Integrated Wealth Concepts
Massachusetts
$988K -$35.5K -707 -3%
PAS
173
Park Avenue Securities
New York
$988K -$254K -5,058 -20%
FIA
174
Foundations Investment Advisors
Arizona
$949K -$181K -3,603 -16%
SF
175
Summit Financial
New Jersey
$941K -$470K -9,339 -33%
5 6
7
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