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iShares Broad USD Investment Grade Corporate Bond ETF

163 hedge funds and large institutions have $3.28B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+23
Holders Change %
+16.43%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
61
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.13B +$75.7M +1,298,242 +7%
Bank of America
2
Bank of America
North Carolina
$909M +$82.3M +1,412,053 +10%
Ameriprise
3
Ameriprise
Minnesota
$113M -$49M -838,503 -30%
Truist Financial
4
Truist Financial
North Carolina
$106M +$95.9M +1,644,811 +957%
BlackRock
5
BlackRock
New York
$95.3M +$10.2M +175,410 +12%
Wells Fargo
6
Wells Fargo
California
$91.7M +$4.09M +70,085 +5%
RJA
7
Raymond James & Associates
Florida
$78.9M +$5.9M +101,277 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$75.5M +$2.93M +50,278 +4%
Morgan Stanley
9
Morgan Stanley
New York
$71.6M +$6.8M +116,652 +10%
AWM
10
AE Wealth Management
Kansas
$66.1M +$8.05M +137,997 +14%
SS
11
Simplicity Solutions
Minnesota
$63.7M +$6.85M +117,544 +12%
MFM
12
MD Financial Management
Ontario, Canada
$61.6M +$34.4M +589,872 +126%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$40.3M +$3.47M +59,463 +9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$36.8M +$1.6M +27,433 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$28.2M +$2.81M +48,161 +11%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$22M +$4.37M +74,914 +25%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$19.6M
Asset Management One
18
Asset Management One
Japan
$16.4M +$290K +4,969 +2%
Jane Street
19
Jane Street
New York
$15M -$1.96M -33,656 -12%
LPL Financial
20
LPL Financial
California
$14.7M +$596K +10,224 +4%
SMM
21
Stadion Money Management
Georgia
$13.5M +$306K +5,250 +2%
AssetMark Inc
22
AssetMark Inc
California
$10.5M +$429K +7,360 +4%
MA
23
MUFG Americas
New York
$10.4M +$610K +10,463 +6%
DWM
24
Destination Wealth Management
California
$9.51M +$178K +3,049 +2%
CI
25
Conning Inc
Connecticut
$8.59M +$8.59M +147,320 New