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iShares Broad USD Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $3.89B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-8
Holders Change %
-3.2%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
37
Increased
89
Reduced
78
Closed
42
Calls
$1.52M
Puts
Net Calls
+$1.52M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
176
Carroll Financial Associates
North Carolina
$181K +$8.17K +139 +5%
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$139K +$38.3K +646 +38%
AIP
178
Ameritas Investment Partners
Nebraska
$112K
CWA
179
Clearview Wealth Advisors
Oregon
$112K +$103K +1,734 +1,104%
BWL
180
Bogart Wealth LLC
Virginia
$101K -$79.2K -1,348 -44%
EDRH
181
Edmond de Rothschild Holding
Switzerland
$92K
LWM
182
Liberty Wealth Management
California
$92K
FHA
183
First Horizon Advisors
Tennessee
$88K -$23K -396 -21%
PCG
184
Private Capital Group
Connecticut
$78K +$295 +5 +0.4%
Fidelity Investments
185
Fidelity Investments
Massachusetts
$77K +$18.1K +306 +31%
CFO
186
CVA Family Office
Colorado
$75K +$75K +1,275 New
PA
187
Parallel Advisors
California
$67K +$55.9K +953 +504%
SWM
188
Spire Wealth Management
Virginia
$59K +$59K +1,002 New
EP
189
Eudaimonia Partners
Tennessee
$55K
HNB
190
Huntington National Bank
Ohio
$53K -$67K
GI
191
Gradient Investments
Minnesota
$52K -$475 -8 -0.9%
SMG
192
Spectrum Management Group
Indiana
$52K +$20.7K +348 +66%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$50K +$50K +849 New
PWMG
194
Prestige Wealth Management Group
New Jersey
$47K -$81K -1,378 -63%
OIA
195
Optimum Investment Advisors
Illinois
$47K -$23.5K -400 -33%
AIC
196
Ameritas Investment Company
Nebraska
$46.5K +$46.5K +788 New
ICM
197
Islay Capital Management
Texas
$40K -$102K -1,722 -72%
FFA
198
Founders Financial Alliance
North Carolina
$35K +$31K +530 +768%
COCM
199
Charter Oak Capital Management
New Hampshire
$30K +$10.2K +171 +51%
Toronto Dominion Bank
200
Toronto Dominion Bank
Ontario, Canada
$28K +$11.6K +200 +71%