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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $6.38B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 82 reducing their positions, and 38 closing their positions.

Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
51
Increased
142
Reduced
82
Closed
38
Calls
$356K
Puts
$120K
Net Calls
+$236K
Net Calls Change
-$19K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.56B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$109M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$85.8M
4
AssetMark Inc
4
AssetMark Inc
California
$254M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$555M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$107M
2
JFG
2
Jefferies Financial Group
New York
$0
3
Barclays
3
Barclays
United Kingdom
$0
4
Truist Financial
4
Truist Financial
North Carolina
$341M
5
BS
5
Banco Santander
Spain
$3.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.56B 32,497,959 +3,675,211 +13%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$555M 11,544,119 +616,136 +6%
JSTA
3
Japan Science & Technology Agency
Japan
$348M 7,234,311 – –
Truist Financial
4
Truist Financial
North Carolina
$341M 7,095,010 -302,605 -4%
UBS Group
5
UBS Group
Switzerland
$296M 6,162,212 -5,499 -0.1%
AssetMark Inc
6
AssetMark Inc
California
$254M 5,287,952 +964,515 +22%
Morgan Stanley
7
Morgan Stanley
New York
$191M 3,973,144 -89,255 -2%
AF
8
Allworth Financial
California
$191M 3,968,620 +144,840 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$187M 3,892,571 +37,693 +1%
Stifel Financial
10
Stifel Financial
Missouri
$172M 3,585,649 +242,755 +7%
BlackRock
11
BlackRock
New York
$149M 3,108,951 -4,220 -0.1%
SEI Investments
12
SEI Investments
Pennsylvania
$139M 2,884,506 +177,626 +7%
Asset Management One
13
Asset Management One
Japan
$116M 2,420,377 -82,953 -3%
Ameriprise
14
Ameriprise
Minnesota
$116M 2,407,596 +168,236 +8%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$109M 2,272,876 +2,272,876 New
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$107M 2,235,690 -1,255,455 -36%
VA
17
Valmark Advisers
Ohio
$99.7M 2,073,283 +52,297 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$89.2M 1,854,767 +245,598 +15%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$85.8M 1,785,041 +1,719,482 +2,623%
AWM
20
AE Wealth Management
Kansas
$73.9M 1,537,837 -16,140 -1%
SFPM
21
Sensible Financial Planning & Management
Massachusetts
$62.4M 1,297,939 +9,272 +0.7%
MG
22
Mather Group
Illinois
$52.4M 1,089,245 +47,312 +5%
MYLI
23
Meiji Yasuda Life Insurance
Japan
$51.6M 1,072,400 – –
LRWA
24
Long Run Wealth Advisors
New York
$36.7M 764,296 +48,669 +7%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$34.7M 721,960 +72,370 +11%
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