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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

143 hedge funds and large institutions have $2.28B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+7
Holders Change %
+5.15%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
25
Increased
49
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
Suntrust Banks
Georgia
+$75M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.2M
3
UBS Group
UBS Group
Switzerland
+$56.4M
4
Ameriprise
Ameriprise
Minnesota
+$39.2M
5
BlackRock
BlackRock
New York
+$32.2M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$21.2M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$14.1M
3
AssetMark Inc
AssetMark Inc
California
-$5.49M
4
UBS AM
UBS AM
Illinois
-$3.05M
5
JWM
JGP Wealth Management
Oregon
-$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$693M +$17.5M +316,172 +3%
UBS Group
2
UBS Group
Switzerland
$668M +$56.4M +1,019,699 +9%
BlackRock
3
BlackRock
New York
$124M +$32.2M +582,780 +35%
Allianz Asset Management
4
Allianz Asset Management
Germany
$93.6M -$14.1M -255,941 -13%
SB
5
Suntrust Banks
Georgia
$75M +$75M +1,356,876 New
Wells Fargo
6
Wells Fargo
California
$69.7M +$1.28M +23,092 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$64.5M +$62.2M +1,124,606 +2,707%
Morgan Stanley
8
Morgan Stanley
New York
$53.1M +$12.7M +229,244 +31%
Ameriprise
9
Ameriprise
Minnesota
$50.5M +$39.2M +708,593 +346%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$35M -$1.69M -30,612 -5%
RJA
11
Raymond James & Associates
Florida
$27.9M +$2.36M +42,617 +9%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$26.6M -$953K -17,231 -3%
SS
13
Simplicity Solutions
Minnesota
$26.4M +$26.1M +471,269 +6,918%
AWM
14
AE Wealth Management
Kansas
$26M +$25.6M +463,015 +6,797%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$19.6M -$21.2M -350,302 -52%
IA
16
IndexIQ Advisors
New York
$16M +$9.15M +165,505 +134%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15.3M +$438K +7,930 +3%
SMM
18
Stadion Money Management
Georgia
$14.7M -$579K -10,470 -4%
AssetMark Inc
19
AssetMark Inc
California
$13.6M -$5.49M -99,261 -29%
Asset Management One
20
Asset Management One
Japan
$12.3M -$506K -9,156 -4%
SAM
21
Securian Asset Management
Minnesota
$11.5M +$408K +7,380 +4%
MA
22
MUFG Americas
New York
$9.66M -$1.93M -34,848 -17%
LPL Financial
23
LPL Financial
California
$8.89M +$3.32M +60,071 +60%
DWM
24
Destination Wealth Management
California
$8.47M +$1.81M +32,785 +27%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$6.34M +$525K +9,500 +9%
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