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iShares Broad USD Investment Grade Corporate Bond ETF

114 hedge funds and large institutions have $3.01B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-3
Holders Change %
-2.56%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
38
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$1.25B +$124M +21,601 +11%
Bank of America
2
Bank of America
North Carolina
$640M +$631M +11,764,082 +7,084%
UBS Group
3
UBS Group
Switzerland
$616M +$23.4M +435,798 +4%
Wells Fargo
4
Wells Fargo
California
$66.8M +$3.72M +69,309 +6%
SS
5
Simplicity Solutions
Minnesota
$46.3M +$11.6M +216,083 +33%
AWM
6
AE Wealth Management
Kansas
$37.9M +$3.6M +67,095 +10%
Morgan Stanley
7
Morgan Stanley
New York
$31.7M +$1.53M +28,471 +5%
BlackRock
8
BlackRock
New York
$29M -$21.9M -409,350 -43%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$28.5M -$17.9M -332,997 -39%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$26.6M +$3.37M +62,821 +15%
Allianz Asset Management
11
Allianz Asset Management
Germany
$26.4M -$327K -6,105 -1%
RJA
12
Raymond James & Associates
Florida
$25.8M +$43.2K +806 +0.2%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$20.6M +$2.1M +39,091 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.1M +$788K +14,696 +6%
MA
15
MUFG Americas
New York
$13.4M +$325K +6,056 +2%
UBS AM
16
UBS AM
Illinois
$10.9M -$923K -17,212 -8%
AssetMark Inc
17
AssetMark Inc
California
$8.75M +$500K +9,325 +6%
KeyBank National Association
18
KeyBank National Association
Ohio
$8.08M -$778K -14,512 -9%
DWM
19
Destination Wealth Management
California
$7.67M +$277K +5,166 +4%
CWM
20
Cornerstone Wealth Management
Missouri
$7.39M -$4.3M -481,106 -37%
BCI
21
Brinker Capital Investments
Pennsylvania
$7.17M +$3.59M +66,900 +100%
MML Investors Services
22
MML Investors Services
Massachusetts
$6.59M -$238K -4,442 -3%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$5.44M
LPL Financial
24
LPL Financial
California
$5.42M -$357K -6,649 -6%
OMC
25
Old Mission Capital
Illinois
$3.59M +$3.15M +58,781 +725%