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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

273 hedge funds and large institutions have $4.45B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-14
Holders Change %
-4.88%
% of All Funds
4.62%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
35
Increased
65
Reduced
119
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.53B
2
AFIMH
2
American Family Insurance Mutual Holding
Wisconsin
$127M
3
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$59.9M
4
Truist Financial
4
Truist Financial
North Carolina
$349M
5
Asset Management One
5
Asset Management One
Japan
$99.9M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$594K
2
AssetMark Inc
2
AssetMark Inc
California
$104M
3
MNG
3
Manning & Napier Group
New York
$23.4M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$6.92M
5
AWM
5
AE Wealth Management
Kansas
$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
176
Meridian Wealth Management
Kentucky
$228K +$228K +4,470 New
CIBC World Market
177
CIBC World Market
Ontario, Canada
$224K -$183K -3,586 -45%
EIA
178
Edgemoor Investment Advisors
Maryland
$217K -$76.5K -1,500 -26%
CW
179
CreativeOne Wealth
Kansas
$212K -$163K -3,208 -43%
Creative Planning
180
Creative Planning
Kansas
$210K +$3.21K +63 +2%
JWCA
181
J.W. Cole Advisors
Florida
$210K +$210K +4,129 New
SCM
182
Seascape Capital Management
New Hampshire
$206K +$206K +4,050 New
SB
183
Strategic Blueprint
Georgia
$205K +$3.16K +62 +2%
CIAS
184
CFS Investment Advisory Services
New Jersey
$204K -$10.9M -214,291 -98%
FA
185
Fermata Advisors
California
$204K -$290K -5,701 -59%
TA
186
TrueWealth Advisors
Alabama
$201K -$115K -2,265 -36%
APA
187
American Portfolios Advisors
New York
$196K -$10.4K -204 -5%
Deutsche Bank
188
Deutsche Bank
Germany
$192K – – –
CQS
189
Credential Qtrade Securities
$184K -$3.87K -76 -2%
EWA
190
EP Wealth Advisors
California
$178K -$5.71K -112 -3%
M&T Bank
191
M&T Bank
New York
$161K +$161K +107,598 New
Nomura Asset Management
192
Nomura Asset Management
Japan
$156K +$155K +24,500 +12,250%
MA
193
MCF Advisors
Kentucky
$144K – – –
Barclays
194
Barclays
United Kingdom
$143K – – –
Fidelity Investments
195
Fidelity Investments
Massachusetts
$142K +$63.5K +1,247 +81%
GFP
196
Gryphon Financial Partners
Ohio
$132K +$132K +2,583 New
AWM
197
Accel Wealth Management
Iowa
$129K – – –
GRP
198
Global Retirement Partners
California
$127K +$14.5K +285 +13%
SWM
199
SeaCrest Wealth Management
New York
$118K +$118K +2,314 New
CWA
200
Clearview Wealth Advisors
Oregon
$110K +$716 +14 +0.7%
6 7
8
9 10