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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

93 hedge funds and large institutions have $549M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
21
Increased
32
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$16.7M
2
AssetMark Inc
2
AssetMark Inc
California
$24.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.4M
4
UBS Group
4
UBS Group
Switzerland
$8.04M
5
Wells Fargo
5
Wells Fargo
California
$12.1M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BCM
4
Bluefin Capital Management
New York
$0
5
SAS
5
Sage Advisory Services
Texas
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
1
ETrade Capital Management
Virginia
$126M 1,123,842 +25,609 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$37.1M 331,934 -8,551 -3%
SAS
3
Sage Advisory Services
Texas
$35.5M 318,319 -13,949 -4%
BTS
4
BB&T Securities
Virginia
$27.3M 24,433 +1,134 +5%
Morgan Stanley
5
Morgan Stanley
New York
$25.4M 226,798 +86,737 +62%
AssetMark Inc
6
AssetMark Inc
California
$24.8M 222,082 +142,582 +179%
KeyBank National Association
7
KeyBank National Association
Ohio
$23.7M 211,902 +20,116 +10%
FA
8
FDx Advisors
Illinois
$20.1M 179,449 +7,446 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$17.6M 157,506 -10,274 -6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$16.7M 149,780 +147,751 +7,282%
Bank of America
11
Bank of America
North Carolina
$15.5M 138,580 -5,897 -4%
Goldman Sachs
12
Goldman Sachs
New York
$15.3M 136,977 -12,348 -8%
ClearBridge Investments
13
ClearBridge Investments
New York
$12.5M 111,746 -3,031 -3%
AT
14
Arden Trust
Delaware
$12.4M 110,487 -2,518 -2%
Wells Fargo
15
Wells Fargo
California
$12.1M 107,837 +67,096 +165%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$12M 107,212 -61,900 -37%
Charles Schwab
17
Charles Schwab
California
$11M 98,176 +8,717 +10%
UCFA
18
United Capital Financial Advisors
Texas
$8.45M 75,564 -13,083 -15%
UBS Group
19
UBS Group
Switzerland
$8.04M 71,937 +71,937 New
SB
20
Suntrust Banks
Georgia
$6.72M 60,106 +7,203 +14%
BCI
21
Brinker Capital Investments
Pennsylvania
$6.38M 57,033 +1,521 +3%
LPL Financial
22
LPL Financial
California
$6.21M 55,501 -597 -1%
RJA
23
Raymond James & Associates
Florida
$5.98M 53,491 -428 -0.8%
CCM
24
Canal Capital Management
Virginia
$5.48M 49,042 +49,042 New
PI
25
Placemark Investments
Illinois
$5.08M 45,388 +9,332 +26%
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