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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

80 hedge funds and large institutions have $532M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
2.3%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
1
Increased
26
Reduced
34
Closed
8
Calls
$568K
Puts
–
Net Calls
+$568K
Net Calls Change
+$568K

Top Buyers

1
BCM
1
Bluefin Capital Management
New York
$12.1M
2
SCM
2
Saba Capital Management
New York
$5.78M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$25.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$14M
5
BTS
5
BB&T Securities
Virginia
$14.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$17.4M
2
Jane Street
2
Jane Street
New York
$1.2M
3
Wells Fargo
3
Wells Fargo
California
$5.21M
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
1
ETrade Capital Management
Virginia
$121M 1,089,821 -9,071 -0.8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$40.6M 364,172 +7,565 +2%
SAS
3
Sage Advisory Services
Texas
$39.3M 352,723 +3,534 +1%
KeyBank National Association
4
KeyBank National Association
Ohio
$25.6M 230,079 +19,991 +10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.6M 185,243 -18,298 -9%
Goldman Sachs
6
Goldman Sachs
New York
$19.6M 175,591 -366 -0.2%
FA
7
FDx Advisors
Illinois
$18.8M 168,439 +1,140 +0.7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$17.4M 156,296 -186,363 -54%
Bank of America
9
Bank of America
North Carolina
$15.7M 141,271 +4,256 +3%
Morgan Stanley
10
Morgan Stanley
New York
$15.4M 137,891 +5,056 +4%
BTS
11
BB&T Securities
Virginia
$14.4M 12,936 +1,396 +12%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$14M 125,647 +14,295 +13%
ClearBridge Investments
13
ClearBridge Investments
New York
$13.5M 121,549 -5,889 -5%
AT
14
Arden Trust
Delaware
$13.4M 119,908 -5,954 -5%
BCM
15
Bluefin Capital Management
New York
$12.1M 108,584 +91,707 +543%
UCFA
16
United Capital Financial Advisors
Texas
$11.3M 100,983 -12,514 -11%
Charles Schwab
17
Charles Schwab
California
$9.21M 82,671 +9,686 +13%
AssetMark Inc
18
AssetMark Inc
California
$9.16M 82,234 +13,439 +20%
U
19
UBS
Switzerland
$8.05M 72,210 +5,639 +8%
NMIS
20
Northwestern Mutual Investment Services
Wisconsin
$8M 71,772 +7,913 +12%
SB
21
Suntrust Banks
Georgia
$7.03M 63,074 -2,769 -4%
BCI
22
Brinker Capital Investments
Pennsylvania
$6.41M 57,542 +2,195 +4%
LPL Financial
23
LPL Financial
California
$5.97M 53,550 -203 -0.4%
SCM
24
Saba Capital Management
New York
$5.78M 51,858 +41,165 +385%
RJA
25
Raymond James & Associates
Florida
$5.76M 51,662 -2,085 -4%
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