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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

446 hedge funds and large institutions have $10.4B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 167 increasing their positions, 134 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+41
Holders Change %
+10.12%
% of All Funds
6.54%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.4%
New
91
Increased
167
Reduced
134
Closed
45
Calls
$305K
Puts
–
Net Calls
+$305K
Net Calls Change
+$336K

Top Buyers

1
BlackRock
BlackRock
New York
+$717M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$568M
3
Morgan Stanley
Morgan Stanley
New York
+$196M
4
KAM
Kensington Asset Management
Texas
+$186M
5
TC
Toews Corporation
New Jersey
+$114M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$273M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$89.1M
3
Charles Schwab
Charles Schwab
California
-$39M
4
VWM
Venturi Wealth Management
Texas
-$20.6M
5
JFG
Jefferies Financial Group
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Apollon Wealth Management
South Carolina
$806K -$66.6K -1,832 -8%
SEIA
227
Signature Estate & Investment Advisors
California
$797K +$39K +1,072 +5%
CCM
228
Crabel Capital Management
California
$785K +$785K +21,599 New
GGS
229
Galvin Gaustad & Stein
Arizona
$778K +$57.4K +1,578 +8%
TAM
230
Titleist Asset Management
Texas
$770K +$7.13K +196 +0.9%
CFB
231
Cullen/Frost Bankers
Texas
$766K +$704K +19,374 +1,150%
PBF
232
Petix & Botte Financial
California
$762K – – –
OAM
233
Occidental Asset Management
California
$761K -$560K -15,414 -42%
FA
234
Fiducient Advisors
Illinois
$753K -$389K -10,714 -34%
WP
235
WealthSource Partners
California
$706K -$388K -10,667 -35%
Principal Financial Group
236
Principal Financial Group
Iowa
$705K +$49.1K +1,350 +7%
GWP
237
Gateway Wealth Partners
Wisconsin
$679K +$679K +18,666 New
AEPWM
238
Atlantic Edge Private Wealth Management
Florida
$669K +$669K +18,395 New
EFG
239
Ethos Financial Group
Pennsylvania
$645K +$645K +17,737 New
GFS
240
GYL Financial Synergies
Connecticut
$636K +$193K +5,302 +44%
SAG
241
SageView Advisory Group
California
$633K -$297K -8,549 Closed
PG
242
Patten Group
Tennessee
$616K -$31.2K -859 -5%
IWN
243
Independent Wealth Network
Iowa
$596K +$27.3K +750 +5%
DWT
244
Dorsey & Whitney Trust
South Dakota
$582K – – –
DFA
245
DHK Financial Advisors
New Hampshire
$576K – – –
PWM
246
Provident Wealth Management
Tennessee
$573K +$9.96K +274 +2%
AFP
247
Ausdal Financial Partners
Iowa
$560K -$28.4K -780 -5%
MFG
248
Merit Financial Group
Georgia
$557K -$2.06M -56,536 -79%
IAIM
249
International Assets Investment Management
Florida
$552K +$552K +15,199 New
GCA
250
Genesee Capital Advisors
New York
$552K +$19.1K +525 +4%
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