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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

250 hedge funds and large institutions have $4.03B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+34
Holders Change %
+15.74%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
56
Increased
84
Reduced
59
Closed
19
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
+$117K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$159M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$46.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$32.7M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$25M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$953M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$56.5M
3
AssetMark Inc
AssetMark Inc
California
-$48.9M
4
Temasek Holdings
Temasek Holdings
Singapore
-$31.5M
5
GWM
Geneos Wealth Management
Colorado
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.03B +$46.3M +747,531 +5%
BlackRock
2
BlackRock
New York
$350M +$5.44M +87,718 +2%
UBS Group
3
UBS Group
Switzerland
$329M -$953M -15,385,573 -74%
Truist Financial
4
Truist Financial
North Carolina
$274M +$159M +2,573,096 +140%
FRBONY
5
Federal Reserve Bank of New York
New York
$186M +$186M +2,997,120 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$179M +$70.7M +1,141,084 +65%
Ameriprise
7
Ameriprise
Minnesota
$148M -$1.32M -21,359 -0.9%
Morgan Stanley
8
Morgan Stanley
New York
$143M +$1.41M +22,694 +1%
AWM
9
AE Wealth Management
Kansas
$119M +$10.8M +173,519 +10%
SS
10
Simplicity Solutions
Minnesota
$115M +$7.11M +114,689 +7%
AssetMark Inc
11
AssetMark Inc
California
$92.1M -$48.9M -789,586 -35%
PAG
12
Pinnacle Advisory Group
Maryland
$79M +$1.31M +21,190 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$67.5M +$7.83M +126,364 +13%
MFM
14
MD Financial Management
Ontario, Canada
$58.5M +$2.65M +42,765 +5%
Citadel Advisors
15
Citadel Advisors
Florida
$47.7M +$32.7M +526,877 +216%
MIM
16
MetLife Investment Management
New Jersey
$44.6M – – –
LPL Financial
17
LPL Financial
California
$34M +$5.26M +84,911 +18%
MNG
18
Manning & Napier Group
New York
$33.5M -$11.1M – –
RJA
19
Raymond James & Associates
Florida
$32.7M -$2.45M -39,456 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$31.6M -$22.1K -356 -0.1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$29.8M +$25M +402,730 +515%
Asset Management One
22
Asset Management One
Japan
$27.9M +$2.53M +40,782 +10%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$26.6M -$1.57M -25,345 -6%
BCM
24
Brookstone Capital Management
Illinois
$26.6M +$3.06M +49,415 +13%
Wells Fargo
25
Wells Fargo
California
$26M -$5.43M -87,600 -17%
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