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iShares Broad USD Investment Grade Corporate Bond ETF

267 hedge funds and large institutions have $4.66B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

3.85% more ownership

Funds ownership: 67.01%70.85% (+3.8%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

5% more capital invested

Capital invested by funds: $4.46B → $4.66B (+$204M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

3% less funds holding

Funds holding: 274267 (-7)

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
39
Increased
90
Reduced
84
Closed
42
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.68B +$255M +5,010,826 +17%
Truist Financial
2
Truist Financial
North Carolina
$359M +$31.5M +619,241 +9%
UBS Group
3
UBS Group
Switzerland
$239M -$2.82M -55,448 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$197M +$1.32M +25,953 +0.6%
BlackRock
5
BlackRock
New York
$187M +$187K +3,677 +0.1%
AF
6
Allworth Financial
California
$163M +$62.2M +1,221,507 +56%
Morgan Stanley
7
Morgan Stanley
New York
$157M +$14.5M +284,053 +10%
AssetMark Inc
8
AssetMark Inc
California
$153M +$58.1M +1,139,628 +56%
Stifel Financial
9
Stifel Financial
Missouri
$148M -$958K -18,800 -0.6%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$109M +$115M +2,253,999 +19,331%
Ameriprise
11
Ameriprise
Minnesota
$104M +$23.3K +458 +0%
Asset Management One
12
Asset Management One
Japan
$91.6M -$2.7M -53,063 -3%
VA
13
Valmark Advisers
Ohio
$77.4M +$1.95M +38,272 +2%
AWM
14
AE Wealth Management
Kansas
$75M -$8.42M -165,321 -10%
SFPM
15
Sensible Financial Planning & Management
Massachusetts
$62.9M +$6.77M +132,908 +11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$61M -$479K -9,395 -0.7%
RJA
17
Raymond James & Associates
Florida
$53.7M +$32.2M +631,524 +130%
MYLI
18
Meiji Yasuda Life Insurance
Japan
$51.5M
MIM
19
MetLife Investment Management
New Jersey
$34.6M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$30.4M +$1.27M +24,922 +4%
LPL Financial
21
LPL Financial
California
$30M +$1.31M +25,755 +4%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$29.1M +$30.6M +600,282 +9,635%
Goldman Sachs
23
Goldman Sachs
New York
$23.5M -$3.57M -69,996 -13%
MNG
24
Manning & Napier Group
New York
$22.9M
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$22.7M +$142K +2,789 +0.6%