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iShares Broad USD Investment Grade Corporate Bond ETF
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Overview Fund Activity

379 hedge funds and large institutions have $7.15B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

Holders
379
Holders Change
+43
Holders Change %
+12.8%
% of All Funds
5.56%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.37%
New
88
Increased
121
Reduced
113
Closed
42
Calls
$3.59M
Puts
$31K
Net Calls
+$3.56M
Net Calls Change
+$3.32M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$355M
2
VFA
2
Voya Financial Advisors
Connecticut
$86M
3
MFG
3
Merit Financial Group
Georgia
$66.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$238M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.43B
2
MIM
2
MetLife Investment Management
New Jersey
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$266K
4
OCM
4
One Capital Management
California
$14.2M
5
BlackRock
5
BlackRock
New York
$144M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.43B 27,825,912 -4,672,047 -14%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$613M 11,952,796 +408,677 +4%
JSTA
3
Japan Science & Technology Agency
Japan
$371M 7,234,311 – –
Truist Financial
4
Truist Financial
North Carolina
$356M 6,944,496 -150,514 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$355M 6,935,134 +5,080,367 +274%
UBS Group
6
UBS Group
Switzerland
$316M 6,171,034 +8,822 +0.1%
AssetMark Inc
7
AssetMark Inc
California
$272M 5,307,764 +19,812 +0.4%
Morgan Stanley
8
Morgan Stanley
New York
$238M 4,641,500 +668,356 +17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$231M 4,511,142 +618,571 +16%
AF
10
Allworth Financial
California
$212M 4,126,355 +157,735 +4%
Stifel Financial
11
Stifel Financial
Missouri
$184M 3,585,498 -151 -0%
SEI Investments
12
SEI Investments
Pennsylvania
$148M 2,879,292 -5,214 -0.2%
BlackRock
13
BlackRock
New York
$144M 2,810,388 -298,563 -10%
TIAA Trust, National Association
14
TIAA Trust, National Association
North Carolina
$138M 2,694,172 +421,296 +19%
Ameriprise
15
Ameriprise
Minnesota
$134M 2,644,866 +237,270 +10%
Asset Management One
16
Asset Management One
Japan
$115M 2,251,240 -169,137 -7%
VA
17
Valmark Advisers
Ohio
$108M 2,102,378 +29,095 +1%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$103M 2,007,636 -228,054 -10%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$86.6M 1,689,373 -95,668 -5%
VFA
20
Voya Financial Advisors
Connecticut
$86M 1,674,532 +1,674,532 New
AWM
21
AE Wealth Management
Kansas
$79.9M 1,575,273 +37,436 +2%
SFPM
22
Sensible Financial Planning & Management
Massachusetts
$66.2M 1,291,889 -6,050 -0.5%
MFG
23
Merit Financial Group
Georgia
$66.1M 1,288,994 +1,172,469 +1,006%
MG
24
Mather Group
Illinois
$58.6M 1,143,950 +54,705 +5%
MYLI
25
Meiji Yasuda Life Insurance
Japan
$55M 1,072,400 – –
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