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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

98 hedge funds and large institutions have $940M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
33
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$191M
2
BlackRock
BlackRock
New York
+$170M
3
Morgan Stanley
Morgan Stanley
New York
+$16.6M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$15.6M
5
AWMS
Advocacy Wealth Management Services
Georgia
+$7.46M

Top Sellers

1
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
-$14.3M
2
AT
Arden Trust
Delaware
-$7.87M
3
AssetMark Inc
AssetMark Inc
California
-$6.99M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6M
5
Goldman Sachs
Goldman Sachs
New York
-$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$351M +$191M +3,481,216 +120%
BlackRock
2
BlackRock
New York
$187M +$170M +3,093,870 +1,001%
Morgan Stanley
3
Morgan Stanley
New York
$62.8M +$16.6M +302,132 +36%
Wells Fargo
4
Wells Fargo
California
$59.1M +$1.38M +25,070 +2%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$30.2M -$6M -109,264 -17%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$21.6M +$2.59M +47,114 +14%
HCM
7
Hengehold Capital Management
Ohio
$15.9M +$289K +5,254 +2%
MIAN
8
Mariner Independent Advisor Network
Kansas
$15.6M +$15.6M +283,308 New
Bank of America
9
Bank of America
North Carolina
$14.7M -$2.64M -48,102 -15%
MA
10
MUFG Americas
New York
$13.5M +$667K +12,138 +5%
RJA
11
Raymond James & Associates
Florida
$12.3M +$2.03M +36,890 +20%
AssetMark Inc
12
AssetMark Inc
California
$11.6M -$6.99M -127,186 -38%
KeyBank National Association
13
KeyBank National Association
Ohio
$10.4M -$385K -7,002 -4%
Ameriprise
14
Ameriprise
Minnesota
$9.79M -$3.71M -67,874 -27%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.77M +$4.96M +90,222 +103%
IA
16
IndexIQ Advisors
New York
$8.52M +$376K +6,848 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.18M +$3.02M +54,942 +58%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.03M -$412K -7,494 -5%
UBS AM
19
UBS AM
Illinois
$7.78M +$7.17M +130,396 +1,167%
AWMS
20
Advocacy Wealth Management Services
Georgia
$7.46M +$7.46M +135,714 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$6.43M +$971K +17,662 +18%
LPL Financial
22
LPL Financial
California
$5.73M +$384K +6,982 +7%
Nomura Asset Management
23
Nomura Asset Management
Japan
$5.68M +$2.82M +51,400 +99%
ACM
24
Ashford Capital Management
Delaware
$5.17M +$1.41M +25,602 +37%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$4.03M – – –
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