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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

450 hedge funds and large institutions have $9.6B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 189 increasing their positions, 140 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+4
Holders Change %
+0.9%
% of All Funds
6.52%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
62
Increased
189
Reduced
140
Closed
54
Calls
$234K
Puts
$4K
Net Calls
+$230K
Net Calls Change
-$75K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$108M
2
CMF
Counterpoint Mutual Funds
California
+$82.1M
3
PP
Prudential plc
United Kingdom
+$74.3M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$73.3M
5
Jane Street
Jane Street
New York
+$63.3M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$979M
2
BlackRock
BlackRock
New York
-$266M
3
Morgan Stanley
Morgan Stanley
New York
-$93.4M
4
KOC
Koss-Olinger Consulting
Florida
-$65M
5
MIS
Morningstar Investment Services
Illinois
-$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFG
226
Goldstone Financial Group
Illinois
$879K -$308K -8,409 -26%
BAM
227
BTS Asset Management
Massachusetts
$865K +$865K +23,635 New
FAM
228
Family Asset Management
South Carolina
$860K -$101K -2,760 -11%
SEIA
229
Signature Estate & Investment Advisors
California
$850K +$47.8K +1,305 +6%
AWM
230
Apollon Wealth Management
South Carolina
$844K +$32.9K +899 +4%
CCM
231
Condor Capital Management
New Jersey
$833K – – –
CA
232
CGN Advisors
Kansas
$827K -$332K -9,080 -29%
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$798K +$313K +8,564 +65%
OAM
234
Occidental Asset Management
California
$763K -$2.82K -77 -0.4%
FA
235
Fiducient Advisors
Illinois
$758K – – –
SWA
236
Sax Wealth Advisors
New Jersey
$732K -$210K -5,726 -22%
AWM
237
Avior Wealth Management
Nebraska
$719K +$278K +7,588 +63%
BBA
238
Braun-Bostich & Associates
Pennsylvania
$716K +$308K +8,406 +75%
ASN
239
Advisory Services Network
Georgia
$716K +$559K +15,288 +358%
GKWIM
240
Gerber Kawasaki Wealth & Investment Management
California
$698K +$698K +19,069 New
IA
241
IFG Advisory
Georgia
$695K +$695K +18,992 New
DC
242
Davenport & Co
Virginia
$691K +$306K +8,372 +80%
BJL
243
Brighton Jones LLC
Washington
$667K +$284K +7,754 +74%
HCP
244
Hexagon Capital Partners
Arkansas
$667K +$204K +5,562 +44%
IAIM
245
International Assets Investment Management
Florida
$667K +$116K +3,218 +21%
Mariner
246
Mariner
Kansas
$650K +$153K +4,179 +31%
PWM
247
Provident Wealth Management
Tennessee
$644K +$66.6K +1,820 +12%
AFP
248
Ausdal Financial Partners
Iowa
$625K +$61.8K +1,690 +11%
EFG
249
Ethos Financial Group
Pennsylvania
$625K -$23.7K -647 -4%
IWN
250
Independent Wealth Network
Iowa
$608K +$8.01K +219 +1%
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