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iShares Broad USD Investment Grade Corporate Bond ETF

260 hedge funds and large institutions have $4.65B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+15
Holders Change %
+6.12%
% of All Funds
4.57%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
41
Increased
94
Reduced
70
Closed
23
Calls
$715K
Puts
Net Calls
+$715K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
201
Accel Wealth Management
Iowa
$151K
AIC
202
Archer Investment Corporation
Indiana
$146K +$146K +2,435 New
CWA
203
Clearview Wealth Advisors
Oregon
$115K +$602 +10 +0.5%
AIP
204
Ameritas Investment Partners
Nebraska
$96K -$27K -450 -22%
HNB
205
Huntington National Bank
Ohio
$92K -$27K
LWM
206
Liberty Wealth Management
California
$85K +$240 +4 +0.3%
JPMorgan Chase & Co
207
JPMorgan Chase & Co
New York
$83K +$1.07K +18 +1%
PCG
208
Private Capital Group
Connecticut
$80K +$360 +6 +0.5%
EDRH
209
Edmond de Rothschild Holding
Switzerland
$75K +$16.6K +275 +28%
BWL
210
Bogart Wealth LLC
Virginia
$68K
FHA
211
First Horizon Advisors
Tennessee
$67K +$179 +3 +0.3%
SC
212
SouthState Corp
Florida
$64K +$64K +1,062 New
CFD
213
Creative Financial Designs
Indiana
$61K
SWM
214
Spire Wealth Management
Virginia
$60K
PA
215
Parallel Advisors
California
$59K -$1.21K -20 -2%
CAM
216
Caprin Asset Management
Virginia
$46K -$264K -4,415 -85%
COCM
217
Charter Oak Capital Management
New Hampshire
$44K +$13.8K +230 +46%
SMG
218
Spectrum Management Group
Indiana
$42K -$241 -4 -0.6%
GI
219
Gradient Investments
Minnesota
$41K -$8.73K -146 -18%
ICM
220
Islay Capital Management
Texas
$41K
CH
221
Canton Hathaway
Rhode Island
$30K
FFA
222
Founders Financial Alliance
North Carolina
$30K +$25.7K +412 +597%
AIM
223
Anchor Investment Management
South Carolina
$26.9K
AA
224
Ancora Advisors
Ohio
$26K
DZ Bank
225
DZ Bank
Germany
$24K -$6.48K -108 -21%