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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

86 hedge funds and large institutions have $5.49B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 5 closing their positions.

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
11
Increased
27
Reduced
37
Closed
5
Calls
–
Puts
$221K
Net Calls
-$221K
Net Calls Change
-$789K

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$25.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$18.5M
3
ECM
3
ETrade Capital Management
Virginia
$121M
4
Barclays
4
Barclays
United Kingdom
$894K
5
Charles Schwab
5
Charles Schwab
California
$9.89M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$1.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.83M
3
NMIS
3
Northwestern Mutual Investment Services
Wisconsin
$17K
4
SCM
4
Saba Capital Management
New York
$0
5
JIR
5
James Investment Research
Ohio
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Americafirst Capital Management
California
$5B 45,213 +45,213 New
ECM
2
ETrade Capital Management
Virginia
$121M 1,098,233 +8,412 +0.8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.6M 340,485 -23,687 -7%
SAS
4
Sage Advisory Services
Texas
$36.7M 332,268 -20,455 -6%
BTS
5
BB&T Securities
Virginia
$25.8M 23,299 +10,363 +80%
KeyBank National Association
6
KeyBank National Association
Ohio
$21.2M 191,786 -38,293 -17%
FA
7
FDx Advisors
Illinois
$19M 172,003 +3,564 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.7M 169,112 -16,131 -9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$18.5M 167,780 +11,484 +7%
Goldman Sachs
10
Goldman Sachs
New York
$16.5M 149,325 -26,266 -15%
Bank of America
11
Bank of America
North Carolina
$16M 144,477 +3,206 +2%
Morgan Stanley
12
Morgan Stanley
New York
$15.5M 140,061 +2,170 +2%
ClearBridge Investments
13
ClearBridge Investments
New York
$12.7M 114,777 -6,772 -6%
AT
14
Arden Trust
Delaware
$12.5M 113,005 -6,903 -6%
Charles Schwab
15
Charles Schwab
California
$9.89M 89,459 +6,788 +8%
UCFA
16
United Capital Financial Advisors
Texas
$9.8M 88,647 -12,336 -12%
AssetMark Inc
17
AssetMark Inc
California
$8.79M 79,500 -2,734 -3%
U
18
UBS
Switzerland
$8.25M 74,617 +2,407 +3%
LPL Financial
19
LPL Financial
California
$6.22M 56,098 +2,548 +5%
BCI
20
Brinker Capital Investments
Pennsylvania
$6.14M 55,512 -2,030 -4%
RJA
21
Raymond James & Associates
Florida
$5.96M 53,919 +2,257 +4%
SB
22
Suntrust Banks
Georgia
$5.85M 52,903 -10,171 -16%
JIR
23
James Investment Research
Ohio
– – – –
Wells Fargo
24
Wells Fargo
California
$4.5M 40,741 -5,999 -13%
PI
25
Placemark Investments
Illinois
$3.99M 36,056 -1,220 -3%
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