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iShares Broad USD Investment Grade Corporate Bond ETF

287 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, 104 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

12% more capital invested

Capital invested by funds: $4.66B → $5.21B (+$553M)

7% more funds holding

Funds holding: 267287 (+20)

8% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.39M

1.91% less ownership

Funds ownership: 70.85%68.94% (-1.9%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

Holders
287
Holders Change
+20
Holders Change %
+7.49%
% 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
104
Closed
40
Calls
$1.27M
Puts
$1.39M
Net Calls
-$113K
Net Calls Change
-$382K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.49B -$230M -4,729,841 -14%
PCA
2
Personal Capital Advisors
California
$478M +$475M +9,741,579 New
Truist Financial
3
Truist Financial
North Carolina
$383M +$15.7M +321,460 +4%
UBS Group
4
UBS Group
Switzerland
$245M +$886K +18,180 +0.4%
BlackRock
5
BlackRock
New York
$201M +$10M +206,257 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$200M -$1.17M -24,010 -0.6%
AF
7
Allworth Financial
California
$172M +$5.47M +112,344 +3%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$166M +$54.7M +1,122,874 +50%
Morgan Stanley
9
Morgan Stanley
New York
$163M +$2.24M +46,035 +1%
AssetMark Inc
10
AssetMark Inc
California
$160M +$4.28M +87,761 +3%
Stifel Financial
11
Stifel Financial
Missouri
$149M -$2.25M -46,122 -2%
Ameriprise
12
Ameriprise
Minnesota
$119M +$12.1M +248,688 +11%
Asset Management One
13
Asset Management One
Japan
$92.6M -$960K -19,706 -1%
VA
14
Valmark Advisers
Ohio
$82.7M +$3.56M +73,023 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$76.2M +$13.7M +281,788 +22%
AWM
16
AE Wealth Management
Kansas
$71.7M -$4.89M -100,428 -6%
Principal Financial Group
17
Principal Financial Group
Iowa
$63.9M +$63.4M +1,300,353 New
SFPM
18
Sensible Financial Planning & Management
Massachusetts
$62.4M -$1.9M -39,040 -3%
RJA
19
Raymond James & Associates
Florida
$52.9M -$1.95M -39,934 -4%
MYLI
20
Meiji Yasuda Life Insurance
Japan
$52.7M
MIM
21
MetLife Investment Management
New Jersey
$35.3M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$32M +$853K +17,508 +3%
Jane Street
23
Jane Street
New York
$29M +$18.4M +377,583 +178%
LPL Financial
24
LPL Financial
California
$28.1M -$2.49M -51,177 -8%
Goldman Sachs
25
Goldman Sachs
New York
$26.6M +$2.61M +53,508 +11%