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iShares Broad USD Investment Grade Corporate Bond ETF

377 hedge funds and large institutions have $9.46B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 111 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.47%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.28%
New
51
Increased
150
Reduced
111
Closed
46
Calls
$264K
Puts
Net Calls
+$264K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
176
Raymond James Trust
Florida
$732K +$32.7K +644 +5%
MSWMA
177
Market Street Wealth Management Advisors
Indiana
$716K -$576K -11,346 -45%
FNC
178
First National Corp
Massachusetts
$703K
AWA
179
Arete Wealth Advisors
Illinois
$697K +$164K +3,227 +31%
SVWG
180
Shared Vision Wealth Group
United States
$689K -$212K -4,181 -24%
Northern Trust
181
Northern Trust
Illinois
$682K +$682K +13,438 New
MMA
182
Miracle Mile Advisors
California
$678K
RT
183
Rockland Trust
Massachusetts
$667K
MBT
184
Montecito Bank & Trust
California
$665K +$65.1K +1,283 +11%
FIA
185
Foundations Investment Advisors
Arizona
$642K -$113K -2,234 -15%
PFG
186
Peterson Financial Group
Iowa
$622K -$57.3K -1,128 -8%
EWA
187
Exencial Wealth Advisors
Oklahoma
$609K -$27.6K -543 -4%
MML Investors Services
188
MML Investors Services
Massachusetts
$608K -$20.1K -396 -3%
VHAM
189
Van Hulzen Asset Management
California
$598K +$55.2K +1,088 +10%
EIA
190
Edgemoor Investment Advisors
Maryland
$561K +$25.4K +500 +5%
Betterment LLC
191
Betterment LLC
New York
$551K +$158K +3,103 +40%
NAM
192
NTV Asset Management
West Virginia
$545K
ClearBridge Investments
193
ClearBridge Investments
New York
$532K +$4.06K +80 +0.8%
AG
194
Ascent Group
Virginia
$522K -$52.6K -1,037 -9%
CCFCSB
195
Cape Cod Five Cents Savings Bank
Massachusetts
$511K
CWM
196
Cahaba Wealth Management
Georgia
$501K +$3.61K +71 +0.7%
LWM
197
Lyell Wealth Management
California
$498K
SFA
198
Sequoia Financial Advisors
Ohio
$498K -$170K -3,340 -25%
GRP
199
Global Retirement Partners
California
$484K -$47.4K -934 -9%
DFA
200
DHK Financial Advisors
New Hampshire
$463K -$51.2K -1,008 -10%