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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

107 hedge funds and large institutions have $748M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
35
Reduced
36
Closed
9
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$218K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$57.4M
2
BFA
2
BlackRock Fund Advisors
California
$174M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$35.9M
4
BlackRock
4
BlackRock
New York
$16.9M
5
Ameriprise
5
Ameriprise
Minnesota
$13.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$159M
2
Jane Street
2
Jane Street
New York
$0
3
WI
3
WBI Investments
New Jersey
$0
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$5.42M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
BlackRock Fund Advisors
California
$174M 1,588,962 +383,813 +32%
UBS Group
2
UBS Group
Switzerland
$159M 1,453,775 -320,793 -18%
Wells Fargo
3
Wells Fargo
California
$57.4M 525,343 +468,972 +832%
Morgan Stanley
4
Morgan Stanley
New York
$45.9M 420,283 +12,296 +3%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$35.9M 329,354 +329,127 +144,990%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$18.9M 172,846 -1,068 -0.6%
AssetMark Inc
7
AssetMark Inc
California
$18.4M 168,706 +36,807 +28%
Bank of America
8
Bank of America
North Carolina
$17.2M 157,894 +6,729 +4%
BlackRock
9
BlackRock
New York
$16.9M 154,513 +154,497 +965,606%
HCM
10
Hengehold Capital Management
Ohio
$15.5M 142,333 -7,742 -5%
MLICM
11
Metropolitan Life Insurance Company (MetLife)
New York
$14.3M 130,620 – –
Ameriprise
12
Ameriprise
Minnesota
$13.5M 123,527 +62,973 +104%
MA
13
MUFG Americas
New York
$12.8M 117,010 -11,791 -9%
BIM
14
BlackRock Investment Management
Delaware
$11.3M 103,807 +52,034 +101%
KeyBank National Association
15
KeyBank National Association
Ohio
$10.7M 98,242 -8,480 -8%
RJA
16
Raymond James & Associates
Florida
$10.2M 93,017 -60,463 -39%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.39M 76,780 -12,649 -14%
IA
18
IndexIQ Advisors
New York
$8.1M 74,122 +14,916 +25%
AT
19
Arden Trust
Delaware
$7.87M 72,026 -15,203 -17%
BA
20
BlackRock Advisors
Delaware
$5.77M 52,861 +2,065 +4%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.43M 49,674 +49,674 New
Goldman Sachs
22
Goldman Sachs
New York
$5.42M 49,641 -74,946 -60%
LPL Financial
23
LPL Financial
California
$5.31M 48,603 -5,741 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.13M 46,992 +3,180 +7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$4.79M 43,807 +107 +0.2%
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