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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

466 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 202 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+16
Holders Change %
+3.56%
% of All Funds
6.78%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
202
Reduced
140
Closed
50
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$223K

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$638M
2
BlackRock
2
BlackRock
New York
$986M
3
PP
3
Prudential plc
United Kingdom
$609M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$255M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$148M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$78.4M
2
ESL
2
Endurance Services Ltd
New York
$0
3
CMF
3
Counterpoint Mutual Funds
California
$85.9M
4
KAM
4
Kensington Asset Management
Texas
$141M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
251
Defined Wealth Management
Oregon
$700K -$235K -6,475 -25%
HCP
252
Hexagon Capital Partners
Arkansas
$687K +$25.6K +705 +4%
BPAMU
253
BTG Pactual Asset Management US
New York
$655K +$655K +18,067 New
IAIM
254
International Assets Investment Management
Florida
$649K -$19.1K -526 -3%
PWM
255
Provident Wealth Management
Tennessee
$645K +$6.86K +189 +1%
OAM
256
Occidental Asset Management
California
$629K -$128K -3,519 -17%
MWM
257
Modera Wealth Management
New Jersey
$627K +$75.2K +2,073 +14%
EFG
258
Ethos Financial Group
Pennsylvania
$604K -$16.5K -455 -3%
PWG
259
Portside Wealth Group
Utah
$598K +$135K +3,716 +29%
Mariner
260
Mariner
Kansas
$584K -$60.4K -1,664 -9%
DWT
261
Dorsey & Whitney Trust
South Dakota
$580K – – –
GVAG
262
Great Valley Advisor Group
Delaware
$578K +$578K +15,943 New
NFP
263
Narus Financial Partners
Utah
$574K +$9.61K +265 +2%
PWA
264
Primoris Wealth Advisors
Florida
$533K +$533K +14,700 New
GCA
265
Genesee Capital Advisors
New York
$530K +$12.2K +336 +2%
PI
266
PFG Investments
New York
$522K -$1.91M -52,711 -79%
HI
267
Harbour Investments
Wisconsin
$516K +$170K +4,685 +49%
TCM
268
Twele Capital Management
Minnesota
$514K +$514K +14,167 New
Corient Private Wealth
269
Corient Private Wealth
Florida
$513K +$513K +14,139 New
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$504K -$28.4M -779,806 -98%
FA
271
Fiducient Advisors
Illinois
$497K -$255K -7,034 -34%
SAG
272
SageView Advisory Group
California
$496K – – –
PFS
273
Prospera Financial Services
Texas
$494K +$116K +3,207 +31%
AWM
274
Adams Wealth Management
Utah
$485K +$79.1K +2,180 +19%
CI
275
CacheTech Inc
Utah
$485K +$485K +13,368 New
9 10
11
12 13