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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

250 hedge funds and large institutions have $4.03B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+34
Holders Change %
+15.74%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
56
Increased
84
Reduced
59
Closed
19
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
+$117K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$159M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$46.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$32.7M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$25M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$953M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$56.5M
3
AssetMark Inc
AssetMark Inc
California
-$48.9M
4
Temasek Holdings
Temasek Holdings
Singapore
-$31.5M
5
GWM
Geneos Wealth Management
Colorado
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
201
Gradient Investments
Minnesota
$54K – – –
PWM
202
Perigon Wealth Management
California
$46K +$46K +750 New
FI
203
Fosun International
China
$39K +$1.02K +16,420 +3%
AA
204
Ancora Advisors
Ohio
$35K – – –
SMG
205
Spectrum Management Group
Indiana
$33K +$20.3K +324 +160%
Northern Trust
206
Northern Trust
Illinois
$32K – – –
CWP
207
Concord Wealth Partners
Virginia
$29K +$29K +475 New
AIM
208
Anchor Investment Management
South Carolina
$27.8K – – –
APC
209
Aspire Private Capital
North Carolina
$25K -$4.16K -68 -14%
DZ Bank
210
DZ Bank
Germany
$25K – – –
Citigroup
211
Citigroup
New York
$24K – – –
BSSFA
212
Baron Silver Stevens Financial Advisors
Florida
$24K +$24K +388 New
COCM
213
Charter Oak Capital Management
New Hampshire
$21K +$21K +333 New
TWA
214
TCI Wealth Advisors
Arizona
$20K +$20K +325 New
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$17K +$17K +272 New
Toronto Dominion Bank
216
Toronto Dominion Bank
Ontario, Canada
$17K +$17K +282 New
AWM
217
AllSquare Wealth Management
New York
$15K – – –
NFG
218
Next Financial Group
Texas
$15K +$14.4K +220 +2,444%
DWMG
219
DB Wealth Management Group
California
$14K +$14K +226 New
HWA
220
HHM Wealth Advisors
Tennessee
$13K – – –
SL
221
Savior LLC
Massachusetts
$13K +$5.04K +81 +63%
Bessemer Group
222
Bessemer Group
New Jersey
$12K – – –
PA
223
Parallel Advisors
California
$12K – – –
SWM
224
Selective Wealth Management
Virginia
$12K – – –
FCM
225
Firestone Capital Management
Florida
$12K – – –
7 8
9
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