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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 %
CS
176
Capital Square
Tennessee
$935K – – –
AWA
177
Arete Wealth Advisors
Illinois
$873K -$290K -5,773 -25%
BCG
178
Breakwater Capital Group
New Jersey
$872K +$64.3K +1,279 +8%
VHAM
179
Van Hulzen Asset Management
California
$865K +$175K +3,489 +25%
NCFG
180
New Century Financial Group
New Jersey
$818K -$190K -3,775 -19%
SAW
181
Signal Advisors Wealth
Michigan
$814K +$27.9K +555 +4%
CCA
182
Cobblestone Capital Advisors
New York
$804K -$826K -16,434 -51%
BCM
183
Brookstone Capital Management
Illinois
$801K -$110K -2,192 -12%
WA
184
Wealthstar Advisors
Texas
$791K +$791K +15,730 New
QFA
185
Quattro Financial Advisors
Texas
$787K -$3.73M -73,801 -83%
CPL
186
CAP Partners LLC
Tennessee
$770K +$246K +4,887 +47%
AWA
187
Arkadios Wealth Advisors
Georgia
$768K +$199K +3,949 +35%
CFS
188
CRA Financial Services
New Jersey
$760K +$760K +15,113 New
MBT
189
Montecito Bank & Trust
California
$748K -$9.35K -186 -1%
MML Investors Services
190
MML Investors Services
Massachusetts
$721K +$79.5K +1,581 +12%
DTC
191
Davidson Trust Company
Washington
$713K +$119K +2,365 +20%
BPA
192
Beacon Pointe Advisors
California
$712K -$6.54K -130 -0.9%
GVAG
193
Great Valley Advisor Group
Delaware
$705K +$54.1K +1,075 +8%
AWM
194
Apollon Wealth Management
South Carolina
$703K +$32.5K +647 +5%
Northern Trust
195
Northern Trust
Illinois
$703K +$102K +2,035 +17%
MSWMA
196
Market Street Wealth Management Advisors
Indiana
$697K – – –
TCM
197
Triumph Capital Management
Colorado
$690K +$295K +5,874 +75%
SCM
198
Seascape Capital Management
New Hampshire
$680K – – –
AIA
199
Acute Investment Advisory
Arizona
$674K -$493K -9,796 -42%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$674K +$119K +2,374 +22%
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