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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

127 hedge funds and large institutions have $1.11B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+25
Holders Change %
+24.51%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
33
Increased
38
Reduced
30
Closed
8
Calls
$975K
Puts
–
Net Calls
+$975K
Net Calls Change
+$729K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$47.2M
2
AssetMark Inc
AssetMark Inc
California
+$41.1M
3
SS
Simplicity Solutions
Minnesota
+$20.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$11.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.61M

Top Sellers

1
BlackRock
BlackRock
New York
-$180M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.75M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.36M
4
Morgan Stanley
Morgan Stanley
New York
-$2.69M
5
CFP
Cornerstone Financial Partners
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$526M +$47.2M +842,588 +10%
Wells Fargo
2
Wells Fargo
California
$74.1M +$6.02M +107,418 +9%
AssetMark Inc
3
AssetMark Inc
California
$56.9M +$41.1M +733,016 +260%
BlackRock
4
BlackRock
New York
$45.4M -$180M -3,205,564 -80%
Morgan Stanley
5
Morgan Stanley
New York
$45M -$2.69M -48,034 -6%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$39.9M +$9.61M +171,606 +32%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$23.1M +$6.95M +124,138 +43%
MA
8
MUFG Americas
New York
$21.4M +$539K +9,614 +3%
AWM
9
AE Wealth Management
Kansas
$21.3M +$2.55M +45,556 +14%
Allianz Asset Management
10
Allianz Asset Management
Germany
$21.2M +$11.7M +209,476 +124%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$21.2M -$3.75M -67,024 -15%
SS
12
Simplicity Solutions
Minnesota
$20.8M +$20.8M +371,054 New
RJA
13
Raymond James & Associates
Florida
$20.5M +$3.19M +56,894 +18%
Bank of America
14
Bank of America
North Carolina
$17M -$53.4K -954 -0.3%
Ameriprise
15
Ameriprise
Minnesota
$12.7M +$517K +9,284 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.9M +$971K +17,334 +10%
KeyBank National Association
17
KeyBank National Association
Ohio
$9.91M +$70.5K +1,258 +0.7%
IA
18
IndexIQ Advisors
New York
$9.57M +$2.97M +53,110 +45%
DWM
19
Destination Wealth Management
California
$8.52M +$76.3K +1,362 +0.9%
ACM
20
Ashford Capital Management
Delaware
$6.96M +$673K +12,020 +11%
UBS AM
21
UBS AM
Illinois
$6.61M -$383K -6,844 -5%
LPL Financial
22
LPL Financial
California
$6.37M +$144K +2,570 +2%
MML Investors Services
23
MML Investors Services
Massachusetts
$5.94M +$1.28M +22,932 +28%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$5.28M +$448K +8,000 +9%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$4.2M -$3.36M -59,954 -44%
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