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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

327 hedge funds and large institutions have $6.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 34 closing their positions.

Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
53
Increased
124
Reduced
97
Closed
34
Calls
$796K
Puts
$541K
Net Calls
+$255K
Net Calls Change
+$650K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$136M
2
Bank of America
2
Bank of America
North Carolina
$1.44B
3
MG
3
Mather Group
Illinois
$52.2M
4
UBS Group
4
UBS Group
Switzerland
$309M
5
Morgan Stanley
5
Morgan Stanley
New York
$203M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$0
2
RJA
2
Raymond James & Associates
Florida
$26.9M
3
MNG
3
Manning & Napier Group
New York
$22.2M
4
BlackRock
4
BlackRock
New York
$156M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.44B 28,822,748 +1,190,768 +4%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$547M 10,927,983 +445,499 +4%
Truist Financial
3
Truist Financial
North Carolina
$371M 7,397,615 +817 +0%
JSTA
4
Japan Science & Technology Agency
Japan
$362M 7,234,311 – –
UBS Group
5
UBS Group
Switzerland
$309M 6,167,711 +816,341 +15%
AssetMark Inc
6
AssetMark Inc
California
$217M 4,323,437 -18,109 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$203M 4,062,399 +800,296 +25%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$193M 3,854,878 +30,115 +0.8%
AF
9
Allworth Financial
California
$192M 3,823,780 +202,391 +6%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$175M 3,491,145 +73,970 +2%
Stifel Financial
11
Stifel Financial
Missouri
$167M 3,342,894 +85,313 +3%
BlackRock
12
BlackRock
New York
$156M 3,113,171 -199,432 -6%
SEI Investments
13
SEI Investments
Pennsylvania
$136M 2,706,880 +2,576,044 +1,969%
Asset Management One
14
Asset Management One
Japan
$125M 2,503,330 +219,136 +10%
Ameriprise
15
Ameriprise
Minnesota
$112M 2,239,360 +188,461 +9%
VA
16
Valmark Advisers
Ohio
$101M 2,020,986 +124,032 +7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$80.6M 1,609,169 +98,337 +7%
AWM
18
AE Wealth Management
Kansas
$77.8M 1,553,977 +139,782 +10%
SFPM
19
Sensible Financial Planning & Management
Massachusetts
$64.5M 1,288,667 +14,265 +1%
MYLI
20
Meiji Yasuda Life Insurance
Japan
$53.7M 1,072,400 – –
MG
21
Mather Group
Illinois
$52.2M 1,041,933 +1,030,024 +8,649%
LRWA
22
Long Run Wealth Advisors
New York
$35.8M 715,627 +431,854 +152%
MIM
23
MetLife Investment Management
New Jersey
$35.3M 705,668 -60,387 -8%
CAI
24
Capital Advisors Inc
Oklahoma
$33M 658,028 -6,277 -0.9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$32.7M 652,513 -32,936 -5%
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