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iShares High Yield Corporate Bond BuyWrite Strategy ETF

60 hedge funds and large institutions have $156M invested in iShares High Yield Corporate Bond BuyWrite Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
60
Holders Change
+37
Holders Change %
+160.87%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
12
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.7M 1,124,054 +1,124,054 New
LPL Financial
2
LPL Financial
California
$22.9M 719,959 +675,509 +1,520%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$14.7M 464,159 +98,514 +27%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$12M 378,356 +356,554 +1,635%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.88M 310,954 +310,954 New
AssetMark Inc
6
AssetMark Inc
California
$9.08M 285,883 +285,883 New
Morgan Stanley
7
Morgan Stanley
New York
$7.34M 231,054 +231,052 +11,552,600%
EFH
8
Eaton Financial Holdings
Florida
$6.12M 192,539 +192,539 New
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$3.73M 117,492 +117,492 New
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$3.7M 116,466 +116,466 New
AWM
11
AE Wealth Management
Kansas
$3M 94,453 +8,576 +10%
MML Investors Services
12
MML Investors Services
Massachusetts
$2.55M 80,382 +80,382 New
KFS
13
Kelly Financial Services
Massachusetts
$2.41M 75,722 +68,339 +926%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$2.15M 67,722 +67,722 New
PAS
15
Park Avenue Securities
New York
$1.95M 61,433 +61,433 New
ATPW
16
Ashton Thomas Private Wealth
Arizona
$1.94M 61,058 +61,058 New
CW
17
CreativeOne Wealth
Kansas
$1.58M 49,831 +49,831 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.58M 49,828 +41,978 +535%
JC
19
JB Capital
Connecticut
$1.08M 34,139 +34,139 New
SWP
20
ShoreHaven Wealth Partners
New Jersey
$962K 30,268 +30,268 New
AWS
21
Atria Wealth Solutions
New York
$857K 26,965 +26,965 New
PCA
22
Prosperity Capital Advisors
Ohio
$825K 25,980 +25,980 New
AWA
23
Arete Wealth Advisors
Illinois
$676K 21,289 +1,033 +5%
NWM
24
Napa Wealth Management
California
$656K 20,634 -5,310 -20%
CFGS
25
Concourse Financial Group Securities
Alabama
$650K 20,344 +20,344 New