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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 %
MMA
201
Miracle Mile Advisors
California
$671K – – –
Q1WB
202
Quest 10 Wealth Builders
Virginia
$670K +$670K +13,328 New
EIA
203
Edgemoor Investment Advisors
Maryland
$669K – – –
SAM
204
Smartleaf Asset Management
Massachusetts
$636K +$86.9K +1,726 +16%
PAG
205
Private Advisor Group
New Jersey
$633K -$341K -6,780 -35%
HighTower Advisors
206
HighTower Advisors
Illinois
$603K -$3.87K -77 -0.6%
T
207
Transce3nd
Texas
$590K +$590K +11,728 New
AFG
208
Atomi Financial Group
New York
$575K +$180K +3,572 +45%
AWM
209
Alterna Wealth Management
Texas
$574K – – –
SWA
210
Stratos Wealth Advisors
Ohio
$570K +$203K +4,046 +56%
CP
211
Cumberland Partners
Ontario, Canada
$552K +$196K +3,890 +55%
AI
212
Atria Investments
North Carolina
$548K -$240K -4,766 -30%
DFA
213
DHK Financial Advisors
New Hampshire
$543K – – –
1WM
214
1900 Wealth Management
Texas
$540K -$58.2K -1,157 -10%
NAM
215
NTV Asset Management
West Virginia
$540K – – –
ClearBridge Investments
216
ClearBridge Investments
New York
$522K +$5.08K +101 +1%
CWM
217
Cahaba Wealth Management
Georgia
$515K +$7.74K +154 +2%
AWA
218
Adapt Wealth Advisors
Georgia
$512K +$512K +10,188 New
Fidelity Investments
219
Fidelity Investments
Massachusetts
$500K -$68.4K -1,361 -12%
LWM
220
Lyell Wealth Management
California
$493K – – –
TSS
221
Two Sigma Securities
New York
$493K +$47K +935 +11%
VFG
222
Valley Financial Group
Pennsylvania
$456K +$10.6K +210 +2%
PA
223
PFG Advisors
Arizona
$456K +$16K +319 +4%
MCM
224
MAI Capital Management
Ohio
$450K +$450K +8,957 New
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$448K +$207K +4,115 +86%
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9
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