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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

110 hedge funds and large institutions have $1.1B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+12
Holders Change %
+12.24%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
41
Reduced
28
Closed
7
Calls
$246K
Puts
$1.56M
Net Calls
-$1.32M
Net Calls Change
-$1.32M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$426M
2
AssetMark Inc
2
AssetMark Inc
California
$59.1M
3
BlackRock
3
BlackRock
New York
$210M
4
AWM
4
AE Wealth Management
Kansas
$13.2M
5
SS
5
Simplicity Solutions
Minnesota
$13.1M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
IA
3
IndexIQ Advisors
New York
$4.48M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$26.7M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$426M 3,810,143 +615,760 +19%
BlackRock
2
BlackRock
New York
$210M 1,877,150 +175,702 +10%
Morgan Stanley
3
Morgan Stanley
New York
$64.9M 581,171 +9,822 +2%
Wells Fargo
4
Wells Fargo
California
$61.1M 547,530 +9,652 +2%
AssetMark Inc
5
AssetMark Inc
California
$59.1M 529,446 +424,333 +404%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$26.7M 239,479 -35,243 -13%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$26M 233,047 +36,644 +19%
Bank of America
8
Bank of America
North Carolina
$15.4M 138,202 +4,359 +3%
RJA
9
Raymond James & Associates
Florida
$14.5M 130,219 +18,757 +17%
MA
10
MUFG Americas
New York
$14.4M 128,965 +5,886 +5%
AWM
11
AE Wealth Management
Kansas
$13.2M 117,908 +117,908 New
SS
12
Simplicity Solutions
Minnesota
$13.1M 117,499 +117,499 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$12.9M 115,674 +26,756 +30%
Ameriprise
14
Ameriprise
Minnesota
$10.6M 94,856 +5,266 +6%
KeyBank National Association
15
KeyBank National Association
Ohio
$10.1M 90,790 -3,951 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.11M 81,513 +8,480 +12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.45M 75,652 +1,189 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.08M 63,363 +4,858 +8%
UBS AM
19
UBS AM
Illinois
$6.91M 61,833 -8,954 -13%
ACM
20
Ashford Capital Management
Delaware
$6.42M 57,514 +10,476 +22%
LPL Financial
21
LPL Financial
California
$6.02M 53,877 +1,783 +3%
DWM
22
Destination Wealth Management
California
$5.57M 49,893 +49,893 New
AWMS
23
Advocacy Wealth Management Services
Georgia
$4.86M 43,498 -24,359 -36%
IA
24
IndexIQ Advisors
New York
$4.48M 40,139 -37,407 -48%
MML Investors Services
25
MML Investors Services
Massachusetts
$4.11M 36,799 +36,799 New
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