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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

286 hedge funds and large institutions have $5.21B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 40 closing their positions.

Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
65
Increased
79
Reduced
103
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$478M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$63.9M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$166M
4
Jane Street
4
Jane Street
New York
$29M
5
BFM
5
Boston Financial Management
Massachusetts
$17.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.49B
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$261K
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$0
4
AWM
4
Aprio Wealth Management
Georgia
$1.04M
5
MA
5
MUFG Americas
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.49B 30,292,828 -4,729,841 -14%
PCA
2
Personal Capital Advisors
California
$478M 9,741,579 +9,741,579 New
Truist Financial
3
Truist Financial
North Carolina
$383M 7,791,885 +321,460 +4%
UBS Group
4
UBS Group
Switzerland
$245M 4,998,452 +18,180 +0.4%
BlackRock
5
BlackRock
New York
$201M 4,094,407 +206,257 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$200M 4,078,927 -24,010 -0.6%
AF
7
Allworth Financial
California
$172M 3,507,662 +112,344 +3%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$166M 3,388,533 +1,122,874 +50%
Morgan Stanley
9
Morgan Stanley
New York
$163M 3,310,546 +46,035 +1%
AssetMark Inc
10
AssetMark Inc
California
$160M 3,267,537 +87,761 +3%
Stifel Financial
11
Stifel Financial
Missouri
$149M 3,025,757 -46,122 -2%
Ameriprise
12
Ameriprise
Minnesota
$119M 2,419,855 +248,688 +11%
Asset Management One
13
Asset Management One
Japan
$92.6M 1,886,389 -19,706 -1%
VA
14
Valmark Advisers
Ohio
$82.7M 1,683,395 +73,023 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$76.2M 1,551,305 +281,788 +22%
AWM
16
AE Wealth Management
Kansas
$71.7M 1,460,932 -100,428 -6%
Principal Financial Group
17
Principal Financial Group
Iowa
$63.9M 1,300,353 +1,300,353 New
SFPM
18
Sensible Financial Planning & Management
Massachusetts
$62.4M 1,269,661 -39,040 -3%
RJA
19
Raymond James & Associates
Florida
$52.9M 1,077,056 -39,934 -4%
MYLI
20
Meiji Yasuda Life Insurance
Japan
$52.7M 1,072,400 – –
MIM
21
MetLife Investment Management
New Jersey
$35.3M 719,093 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$32M 650,939 +17,508 +3%
Jane Street
23
Jane Street
New York
$29M 590,238 +377,583 +178%
LPL Financial
24
LPL Financial
California
$28.1M 572,249 -51,177 -8%
Goldman Sachs
25
Goldman Sachs
New York
$26.6M 541,939 +53,508 +11%
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