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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 %
TAM
251
Titleist Asset Management
Texas
$608K -$167K -4,576 -22%
FHA
252
Flagship Harbor Advisors
Massachusetts
$604K +$604K +16,500 New
RA
253
RFG Advisory
Alabama
$593K -$419K -11,448 -41%
PG
254
Patten Group
Tennessee
$586K -$34.6K -945 -6%
DWT
255
Dorsey & Whitney Trust
South Dakota
$585K – – –
DFA
256
DHK Financial Advisors
New Hampshire
$580K – – –
NFP
257
Narus Financial Partners
Utah
$569K +$16.1K +441 +3%
MWM
258
Modera Wealth Management
New Jersey
$556K +$5.85K +160 +1%
AFG
259
Atomi Financial Group
New York
$549K +$8.56K +234 +2%
WAS
260
Winch Advisory Services
Wisconsin
$546K +$412K +11,273 +310%
Lido Advisors
261
Lido Advisors
California
$530K +$39.4K +1,076 +8%
GCA
262
Genesee Capital Advisors
New York
$522K -$33.9K -926 -6%
LSA
263
L & S Advisors
California
$472K -$50K -1,367 -10%
WAM
264
Wakefield Asset Management
Colorado
$469K +$7.1K +194 +2%
PWG
265
Portside Wealth Group
Utah
$468K -$50.3K -1,375 -10%
CA
266
CSM Advisors
Pennsylvania
$463K -$40.3K -1,100 -8%
NRA
267
NSI Retail Advisors
Pennsylvania
$463K -$40.3K -1,100 -8%
Principal Financial Group
268
Principal Financial Group
Iowa
$456K -$254K -6,938 -36%
AWM
269
Avaii Wealth Management
Wisconsin
$453K -$6.15K -168 -1%
ATC
270
Argent Trust Co
Tennessee
$440K +$25.1K +687 +6%
IA
271
IFP Advisors
Florida
$425K +$54.6K +1,491 +15%
AWM
272
AE Wealth Management
Kansas
$420K -$1.89M -51,563 -82%
SPWG
273
Syntegra Private Wealth Group
Missouri
$419K -$329 -9 -0.1%
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
$418K +$418K +11,437 New
AWM
275
Adams Wealth Management
Utah
$409K -$25.3K -691 -6%
9 10
11
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