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iShares Broad USD Investment Grade Corporate Bond ETF

87 hedge funds and large institutions have $545M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-5
Holders Change %
-5.43%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
6
Increased
23
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
1
ETrade Capital Management
Virginia
$120M +$7.99M +145,994 +7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$39.1M -$1.9M -34,618 -5%
SAS
3
Sage Advisory Services
Texas
$38.2M +$1.38M +25,264 +4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$37.5M +$2.04M +37,262 +6%
KeyBank National Association
5
KeyBank National Association
Ohio
$23M +$386K +7,052 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$22.3M -$3.74M -68,384 -14%
Goldman Sachs
7
Goldman Sachs
New York
$19.3M +$690K +12,608 +4%
FA
8
FDx Advisors
Illinois
$18.3M -$687K -12,550 -4%
Bank of America
9
Bank of America
North Carolina
$15M -$3.78M -69,082 -20%
Morgan Stanley
10
Morgan Stanley
New York
$14.5M -$3.39M -62,000 -19%
ClearBridge Investments
11
ClearBridge Investments
New York
$14M -$1.05M -19,210 -7%
AT
12
Arden Trust
Delaware
$13.8M -$1.2M -21,868 -8%
BTS
13
BB&T Securities
Virginia
$12.6M +$312K +570 +3%
UCFA
14
United Capital Financial Advisors
Texas
$12.4M -$1.42M -25,988 -10%
Jane Street
15
Jane Street
New York
$12.3M -$1.8M -32,904 -13%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$12.2M +$1.13M +20,652 +10%
Wells Fargo
17
Wells Fargo
California
$8.46M -$2.99M -54,558 -26%
Charles Schwab
18
Charles Schwab
California
$7.99M +$894K +16,318 +13%
AssetMark Inc
19
AssetMark Inc
California
$7.53M -$1.83M -33,342 -20%
U
20
UBS
Switzerland
$7.29M -$2.55M -46,642 -26%
SB
21
Suntrust Banks
Georgia
$7.21M +$449K +8,208 +7%
NMIS
22
Northwestern Mutual Investment Services
Wisconsin
$6.99M +$810K +14,802 +13%
Deutsche Bank
23
Deutsche Bank
Germany
$6.6M +$5.49M +100,200 +491%
BCI
24
Brinker Capital Investments
Pennsylvania
$6.06M -$2.54M -46,306 -29%
RJA
25
Raymond James & Associates
Florida
$5.89M -$247K -4,508 -4%