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iShares Broad USD Investment Grade Corporate Bond ETF

393 hedge funds and large institutions have $7.49B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+16
Holders Change %
+4.24%
% of All Funds
5.72%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
63
Increased
162
Reduced
112
Closed
40
Calls
$1.34M
Puts
$392K
Net Calls
+$949K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Shares
Change %
FF
176
Fluent Financial
Texas
$760K -$2.16M -42,925 -74%
MBT
177
Montecito Bank & Trust
California
$757K +$98.9K +1,969 +15%
BPA
178
Beacon Pointe Advisors
California
$739K -$302K -6,008 -29%
RJT
179
Raymond James Trust
Florida
$724K +$251 +5 +0%
FTUS
180
Flow Traders U.S.
New York
$723K -$582K -11,587 -45%
1WM
181
1900 Wealth Management
Texas
$703K -$604K -12,032 -46%
CWM
182
Connecticut Wealth Management
Connecticut
$703K -$30.6K -609 -4%
MSWMA
183
Market Street Wealth Management Advisors
Indiana
$696K -$12.8K -254 -2%
SCM
184
Seascape Capital Management
New Hampshire
$679K -$55.6K -1,108 -8%
MMA
185
Miracle Mile Advisors
California
$670K
FIA
186
Foundations Investment Advisors
Arizona
$665K +$29.2K +581 +5%
FNC
187
First National Corp
Massachusetts
$664K -$24.6K -490 -4%
VHAM
188
Van Hulzen Asset Management
California
$653K +$61.9K +1,233 +10%
PFG
189
Peterson Financial Group
Iowa
$646K +$30.5K +607 +5%
DTC
190
Davidson Trust Company
Washington
$594K +$194K +3,864 +49%
EIA
191
Edgemoor Investment Advisors
Maryland
$593K +$37.7K +750 +7%
MML Investors Services
192
MML Investors Services
Massachusetts
$577K -$24K -477 -4%
AWM
193
Alterna Wealth Management
Texas
$573K -$294K -5,861 -34%
EWA
194
Exencial Wealth Advisors
Oklahoma
$569K -$33.2K -662 -6%
KDA
195
Kraft Davis & Associates
Missouri
$566K +$566K +11,122 New
Northern Trust
196
Northern Trust
Illinois
$560K -$115K -2,294 -17%
AWA
197
Arkadios Wealth Advisors
Georgia
$543K +$162K +3,230 +43%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$542K +$542K +10,796 New
NAM
199
NTV Asset Management
West Virginia
$542K +$2.86K +57 +0.5%
ClearBridge Investments
200
ClearBridge Investments
New York
$514K -$12K -238 -2%