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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

309 hedge funds and large institutions have $5.76B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.95%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
69
Increased
109
Reduced
91
Closed
39
Calls
$1.68M
Puts
$2.07M
Net Calls
-$395K
Net Calls Change
-$282K

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$366M
2
AssetMark Inc
AssetMark Inc
California
+$54.4M
3
CAI
Capital Advisors Inc
Oklahoma
+$33.7M
4
Principal Financial Group
Principal Financial Group
Iowa
+$26.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$135M
2
BlackRock
BlackRock
New York
-$39.6M
3
Jane Street
Jane Street
New York
-$27.1M
4
MNG
Manning & Napier Group
New York
-$22.4M
5
Truist Financial
Truist Financial
North Carolina
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.4B -$135M -2,660,848 -9%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$533M +$533M +10,482,484 New
Truist Financial
3
Truist Financial
North Carolina
$375M -$20M -395,087 -5%
JSTA
4
Japan Science & Technology Agency
Japan
$366M +$366M +7,234,311 New
UBS Group
5
UBS Group
Switzerland
$271M +$17.9M +352,918 +7%
AssetMark Inc
6
AssetMark Inc
California
$220M +$54.4M +1,074,009 +33%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$194M -$12.9M -254,164 -6%
AF
8
Allworth Financial
California
$183M +$5.76M +113,727 +3%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$173M +$1.45M +28,642 +0.8%
BlackRock
10
BlackRock
New York
$168M -$39.6M -781,804 -19%
Morgan Stanley
11
Morgan Stanley
New York
$165M -$2.45M -48,443 -1%
Stifel Financial
12
Stifel Financial
Missouri
$165M +$11.7M +231,824 +8%
Asset Management One
13
Asset Management One
Japan
$116M +$20.2M +397,805 +21%
Ameriprise
14
Ameriprise
Minnesota
$104M -$18.7M -368,956 -15%
VA
15
Valmark Advisers
Ohio
$96.1M +$10.8M +213,559 +13%
Principal Financial Group
16
Principal Financial Group
Iowa
$92.6M +$26.7M +527,753 +41%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$76.5M -$2.05M -40,473 -3%
AWM
18
AE Wealth Management
Kansas
$71.6M -$2.37M -46,737 -3%
SFPM
19
Sensible Financial Planning & Management
Massachusetts
$64.6M +$240K +4,741 +0.4%
RJA
20
Raymond James & Associates
Florida
$56.6M +$2.04M +40,339 +4%
MYLI
21
Meiji Yasuda Life Insurance
Japan
$54.3M – – –
MIM
22
MetLife Investment Management
New Jersey
$38.8M +$2.38M +46,962 +7%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$37.9M +$24.2M +477,247 +176%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$34.7M +$1.75M +34,510 +5%
CAI
25
Capital Advisors Inc
Oklahoma
$33.7M +$33.7M +664,305 New
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