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iShares Broad USD Investment Grade Corporate Bond ETF

216 hedge funds and large institutions have $4.43B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+27
Holders Change %
+14.29%
% of All Funds
4.37%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.22%
New
41
Increased
94
Reduced
38
Closed
13
Calls
$432K
Puts
$295K
Net Calls
+$137K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.26B +$2.74M +45,146 +0.2%
Bank of America
2
Bank of America
North Carolina
$968M +$117M +1,924,134 +14%
BlackRock
3
BlackRock
New York
$338M +$185M +3,035,783 +120%
Ameriprise
4
Ameriprise
Minnesota
$147M -$5.28M -86,837 -3%
Morgan Stanley
5
Morgan Stanley
New York
$139M +$22.3M +367,568 +19%
AssetMark Inc
6
AssetMark Inc
California
$138M +$128M +2,111,032 +1,280%
Truist Financial
7
Truist Financial
North Carolina
$112M +$5.41M +89,066 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$107M +$20.3M +333,968 +24%
SS
9
Simplicity Solutions
Minnesota
$106M +$15.9M +261,586 +18%
AWM
10
AE Wealth Management
Kansas
$106M +$14.3M +235,372 +16%
PAG
11
Pinnacle Advisory Group
Maryland
$76.2M +$35.4M +582,908 +87%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$58.5M +$6.98M +114,921 +14%
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$56M +$15.1M +249,169 +37%
MFM
14
MD Financial Management
Ontario, Canada
$54.7M +$14.9M +245,020 +37%
MIM
15
MetLife Investment Management
New Jersey
$43.7M
GWM
16
Geneos Wealth Management
Colorado
$39M +$7.32M +120,645 +23%
FI
17
Fosun International
China
$37.2M +$11.4M +187,504 +44%
RJA
18
Raymond James & Associates
Florida
$34.5M -$31M -510,090 -47%
Temasek Holdings
19
Temasek Holdings
Singapore
$31.5M +$31.5M +518,400 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$31M -$1.44M -23,769 -4%
Wells Fargo
21
Wells Fargo
California
$30.8M +$15.2M +250,483 +98%
LPL Financial
22
LPL Financial
California
$28.2M +$5.42M +89,119 +24%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$27.7M +$8.64M +142,139 +45%
Asset Management One
24
Asset Management One
Japan
$24.9M -$2.03M -33,422 -8%
BCM
25
Brookstone Capital Management
Illinois
$23.1M +$23.1M +379,301 New