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iShares Broad USD Investment Grade Corporate Bond ETF

117 hedge funds and large institutions have $1.12B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
41
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$592M +$17.8M +331,870 +3%
Wells Fargo
2
Wells Fargo
California
$63M +$1.33M +24,742 +2%
BlackRock
3
BlackRock
New York
$50.9M +$7.97M +148,700 +19%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$46.3M +$3.75M +69,948 +9%
SS
5
Simplicity Solutions
Minnesota
$34.6M +$9.97M +186,090 +40%
AWM
6
AE Wealth Management
Kansas
$34.3M +$9.5M +177,306 +38%
Morgan Stanley
7
Morgan Stanley
New York
$30.1M -$413K -7,714 -1%
Allianz Asset Management
8
Allianz Asset Management
Germany
$26.7M +$1.25M +23,274 +5%
RJA
9
Raymond James & Associates
Florida
$25.7M +$2.76M +51,530 +12%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$23.2M -$2.51M -46,942 -10%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$18.5M +$1.24M +23,228 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$13.3M -$316K -5,902 -2%
MA
13
MUFG Americas
New York
$13.1M -$188K -3,512 -1%
UBS AM
14
UBS AM
Illinois
$11.8M +$845K +15,784 +8%
Ameriprise
15
Ameriprise
Minnesota
$10.5M +$129K +2,416 +1%
Bank of America
16
Bank of America
North Carolina
$8.89M -$6.21M -115,850 -41%
KeyBank National Association
17
KeyBank National Association
Ohio
$8.85M -$568K -10,612 -6%
AssetMark Inc
18
AssetMark Inc
California
$8.24M +$787K +14,686 +11%
DWM
19
Destination Wealth Management
California
$7.39M -$1.02M -19,032 -12%
MML Investors Services
20
MML Investors Services
Massachusetts
$6.83M -$492K -9,186 -7%
CWM
21
Cornerstone Wealth Management
Missouri
$6.12M +$6.07M +1,296,686 +10,931%
LPL Financial
22
LPL Financial
California
$5.77M -$282K -5,258 -5%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$5.43M +$193K +3,600 +4%
BCI
24
Brinker Capital Investments
Pennsylvania
$3.58M
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$3.54M -$235K -4,394 -6%