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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 %
NFP
251
Narus Financial Partners
Utah
$550K -$42.6K -1,173 -7%
MWM
252
Modera Wealth Management
New Jersey
$547K +$38.8K +1,067 +8%
AFG
253
Atomi Financial Group
New York
$537K +$166K +4,558 +45%
LSA
254
L & S Advisors
California
$518K -$33.4K -919 -6%
PWG
255
Portside Wealth Group
Utah
$515K -$21.8K -600 -4%
CA
256
CSM Advisors
Pennsylvania
$500K -$90.9K -2,500 -15%
NRA
257
NSI Retail Advisors
Pennsylvania
$500K -$90.9K -2,500 -15%
Mariner
258
Mariner
Kansas
$494K -$101K -2,780 -17%
Lido Advisors
259
Lido Advisors
California
$487K -$619K -17,038 -56%
Wealth Enhancement Advisory Services
260
Wealth Enhancement Advisory Services
Minnesota
$482K +$3.38K +93 +0.7%
HCP
261
Hexagon Capital Partners
Arkansas
$461K +$220K +6,056 +92%
WAM
262
Wakefield Asset Management
Colorado
$459K -$4.83K -133 -1%
AWM
263
Avaii Wealth Management
Wisconsin
$456K -$91.2K -2,510 -17%
AWM
264
Avior Wealth Management
Nebraska
$439K +$32K +879 +8%
AWM
265
Adams Wealth Management
Utah
$432K -$286K -7,869 -40%
SF
266
Summit Financial
New Jersey
$431K -$101K -2,791 -19%
CA
267
Continuum Advisory
Idaho
$420K +$6.98K +192 +2%
SPWG
268
Syntegra Private Wealth Group
Missouri
$417K – – –
ATC
269
Argent Trust Co
Tennessee
$412K +$37.6K +1,035 +10%
PI
270
PFG Investments
New York
$410K -$25.7K -706 -6%
BBA
271
Braun-Bostich & Associates
Pennsylvania
$406K +$406K +11,164 New
AWM
272
Alterna Wealth Management
Texas
$405K -$416K -11,436 -51%
HWA
273
HHM Wealth Advisors
Tennessee
$403K – – –
SCM
274
Sheridan Capital Management
California
$401K +$401K +11,036 New
BFG
275
Beacon Financial Group
Texas
$398K +$5.16K +142 +1%
9 10
11
12 13