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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

405 hedge funds and large institutions have $7.89B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 182 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+16
Holders Change %
+4.11%
% of All Funds
6.46%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
59
Increased
182
Reduced
113
Closed
34
Calls
–
Puts
$31K
Net Calls
-$31K
Net Calls Change
+$2.44M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$1.16B
2
PP
Prudential plc
United Kingdom
$347M
3
Charles Schwab
Charles Schwab
California
$231M
4
Fisher Asset Management
Fisher Asset Management
Washington
$897M
5
OPAM
Ocean Park Asset Management
California
$114M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$849M
2
BlackRock
BlackRock
New York
$149M
3
TC
Toews Corporation
New Jersey
$0
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$86.5M
5
KAM
Kensington Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$559K +$124K +3,580 +29%
DWT
227
Dorsey & Whitney Trust
South Dakota
$555K -$382K -11,000 -41%
DFA
228
DHK Financial Advisors
New Hampshire
$550K – – –
IWN
229
Independent Wealth Network
Iowa
$543K +$152K +4,385 +39%
PWM
230
Provident Wealth Management
Tennessee
$538K -$4.51K -130 -0.8%
LSA
231
L & S Advisors
California
$527K – – –
SL
232
SWMG LLC
Texas
$524K +$301K +8,667 +135%
CAM
233
Cresset Asset Management
Illinois
$523K +$202K +5,813 +63%
AWM
234
Avaii Wealth Management
Wisconsin
$523K +$25.3K +729 +5%
PWG
235
Portside Wealth Group
Utah
$513K +$14.1K +406 +3%
GCA
236
Genesee Capital Advisors
New York
$509K -$96.3K -2,774 -16%
SF
237
Summit Financial
New Jersey
$508K -$215K -6,197 -30%
MWM
238
Modera Wealth Management
New Jersey
$485K +$47.1K +1,358 +11%
HF
239
HRT Financial
New York
$480K +$480K +13,845 New
Wealth Enhancement Advisory Services
240
Wealth Enhancement Advisory Services
Minnesota
$457K +$457K +13,160 New
WAM
241
Wakefield Asset Management
Colorado
$443K +$19.5K +561 +5%
PIA
242
Pinion Investment Advisors
Kansas
$432K +$108K +3,110 +33%
PFS
243
Prospera Financial Services
Texas
$425K +$133K +3,821 +45%
GFS
244
GYL Financial Synergies
Connecticut
$423K +$57.4K +1,653 +16%
PI
245
PFG Investments
New York
$416K +$20.5K +591 +5%
SPWG
246
Syntegra Private Wealth Group
Missouri
$398K – – –
GA
247
GoalVest Advisory
New York
$397K +$100K +2,882 +34%
CA
248
Continuum Advisory
Idaho
$395K -$8.96K -258 -2%
VVP
249
Venture Visionary Partners
Ohio
$394K +$77.4K +2,230 +24%
BJL
250
Brighton Jones LLC
Washington
$394K +$48.6K +1,401 +14%
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