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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

286 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
103
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
Personal Capital Advisors
California
$478M
2
Principal Financial Group
Principal Financial Group
Iowa
$63.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$166M
4
Jane Street
Jane Street
New York
$29M
5
BFM
Boston Financial Management
Massachusetts
$17.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.49B
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$261K
3
MNG
Manning & Napier Group
New York
$22.4M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$0
5
AWM
Aprio Wealth Management
Georgia
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
201
B. Riley Wealth Advisors
Florida
$204K -$35K -713 -15%
Deutsche Bank
202
Deutsche Bank
Germany
$185K – – –
CQS
203
Credential Qtrade Securities
$177K – – –
OWA
204
One Wealth Advisors
California
$172K +$172K +3,509 New
William Blair & Company
205
William Blair & Company
Illinois
$162K -$574K -11,679 -78%
GRP
206
Global Retirement Partners
California
$128K +$1.08K +22 +0.9%
GIA
207
Goodwin Investment Advisory
Georgia
$111K +$9.13K +186 +9%
Franklin Resources
208
Franklin Resources
California
$111K -$344 -7 -0.3%
CWC
209
Carolinas Wealth Consulting
North Carolina
$109K +$1.28K +26 +1%
EWA
210
EP Wealth Advisors
California
$108K +$108K +2,202 New
PTC
211
Private Trust Company
Ohio
$107K +$7.93K +161 +8%
HI
212
Harbour Investments
Wisconsin
$88.7K -$6.34K -129 -7%
BCMLT
213
Beacon Capital Management LLC (Tennessee)
Tennessee
$84.8K +$84.8K +1,727 New
AIC
214
Archer Investment Corporation
Indiana
$84.4K -$98 -2 -0.1%
BAAM
215
Baker Avenue Asset Management
California
$68.8K -$166K -3,387 -71%
AIP
216
Ameritas Investment Partners
Nebraska
$58K -$26.5K -540 -31%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$52.7K +$1.87K +38 +4%
FHA
218
First Horizon Advisors
Tennessee
$52.7K +$1.57K +32 +3%
BWL
219
Bogart Wealth LLC
Virginia
$51.1K – – –
RIA
220
Realta Investment Advisors
Delaware
$50.1K +$2.46K +50 +5%
RCM
221
Raleigh Capital Management
North Carolina
$50.1K -$1.72K -35 -3%
CFD
222
Creative Financial Designs
Indiana
$49.5K – – –
TRCT
223
Tower Research Capital (TRC)
New York
$45K +$25.2K +511 +128%
BCWM
224
Bartlett & Co Wealth Management
Ohio
$43K +$43K +876 New
BC
225
Bartlett & Co
Ohio
$43K +$43K +876 New
7 8
9
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