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iShares Broad USD Investment Grade Corporate Bond ETF

140 hedge funds and large institutions have $3.11B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
55
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.05B +$319M +5,479,923 +44%
Bank of America
2
Bank of America
North Carolina
$826M +$55.6M +953,159 +7%
Ameriprise
3
Ameriprise
Minnesota
$162M +$38.9M +666,649 +32%
Wells Fargo
4
Wells Fargo
California
$87.6M +$11.3M +194,108 +15%
BlackRock
5
BlackRock
New York
$85.1M -$22.7M -388,918 -21%
SB
6
Suntrust Banks
Georgia
$84.5M +$1.86M +31,888 +2%
RJA
7
Raymond James & Associates
Florida
$72.9M +$8.57M +146,979 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$72.6M -$2.67M -45,737 -4%
Morgan Stanley
9
Morgan Stanley
New York
$64.8M +$10.2M +175,013 +19%
AWM
10
AE Wealth Management
Kansas
$58.1M -$8.43M -144,662 -13%
SS
11
Simplicity Solutions
Minnesota
$56.8M -$7.95M -136,489 -12%
Allianz Asset Management
12
Allianz Asset Management
Germany
$38.4M -$52M -892,126 -58%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$36.9M +$3.84M +65,857 +12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$35.2M -$870K -14,932 -2%
MFM
15
MD Financial Management
Ontario, Canada
$27.2M +$2.31M +39,573 +9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$25.4M +$1.46M +25,128 +6%
IA
17
IndexIQ Advisors
New York
$19.8M +$8.33M +142,919 +73%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$19.6M
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$17.7M +$17.7M +302,968 New
Jane Street
20
Jane Street
New York
$17M -$167M -2,859,220 -91%
Asset Management One
21
Asset Management One
Japan
$16.1M +$3.18M +54,530 +25%
LPL Financial
22
LPL Financial
California
$14.1M +$863K +14,803 +6%
Citadel Advisors
23
Citadel Advisors
Florida
$13.6M +$12.6M +215,427 +1,150%
SMM
24
Stadion Money Management
Georgia
$13.2M -$1.5M -25,750 -10%
AssetMark Inc
25
AssetMark Inc
California
$10M -$53.8M -923,858 -84%