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iShares Broad USD High Yield Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
251
Avior Wealth Management
Nebraska
$389K +$16.3K +469 +4%
HWA
252
HHM Wealth Advisors
Tennessee
$385K
BFG
253
Beacon Financial Group
Texas
$383K -$9.92K -280 -3%
KBFS
254
Kohmann Bosshard Financial Services
Ohio
$377K -$8.4K -242 -2%
RIL
255
Rothschild Investment LLC
Illinois
$375K +$375K +10,792 New
BWFA
256
Baltimore-Washington Financial Advisors
Maryland
$371K -$83.1K -2,395 -18%
CWM
257
Congress Wealth Management
Massachusetts
$368K +$103K +2,968 +39%
DC
258
Davenport & Co
Virginia
$368K -$20.1K -580 -5%
CAM
259
CPA Asset Management
Florida
$366K
ATC
260
Argent Trust Co
Tennessee
$358K +$5.1K +147 +1%
AFG
261
Atomi Financial Group
New York
$354K +$354K +10,205 New
KWM
262
Kingsview Wealth Management
Oregon
$340K +$340K +9,786 New
HIP
263
HUB Investment Partners
Texas
$335K +$124K +3,580 +59%
WBCM
264
Wilson & Boucher Capital Management
California
$326K
RS
265
Retirement Solution
Washington
$324K +$208 +6 +0.1%
SB
266
Strategic Blueprint
Georgia
$313K -$56.6K -1,630 -15%
MA
267
Mutual Advisors
Nebraska
$307K +$307K +8,841 New
LNC
268
Lincoln National Corp
Pennsylvania
$300K +$300K +8,642 New
FIA
269
Foundations Investment Advisors
Arizona
$297K +$297K +8,564 New
SAG
270
SageView Advisory Group
California
$297K -$7.36K -212 -2%
CCFCSB
271
Cape Cod Five Cents Savings Bank
Massachusetts
$291K +$291K +8,394 New
MPW
272
Melone Private Wealth
Michigan
$288K +$2.33K +67 +0.8%
ACP
273
Aveo Capital Partners
Colorado
$284K -$22.2M -638,342 -99%
MLA
274
My Legacy Advisors
Oregon
$281K
HI
275
Harbour Investments
Wisconsin
$279K -$9.41K -271 -3%