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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

539 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 245 increasing their positions, 134 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+44
Holders Change %
+8.89%
% of All Funds
7.17%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.41%
New
109
Increased
245
Reduced
134
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
Prudential plc
United Kingdom
+$678M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
+$511M
3
Morgan Stanley
Morgan Stanley
New York
+$388M
4
CMF
Counterpoint Mutual Funds
California
+$227M
5
OPAM
Ocean Park Asset Management
California
+$142M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.21B
2
BlackRock
BlackRock
New York
-$267M
3
TC
Toews Corporation
New Jersey
-$160M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$119M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
251
Brighton Jones LLC
Washington
$999K +$210K +5,711 +27%
OAM
252
Occidental Asset Management
California
$987K +$643K +17,470 +187%
WA
253
Westfuller Advisors
New York
$973K +$478 +13 +0%
AQR Capital Management
254
AQR Capital Management
Connecticut
$969K +$522K +14,193 +117%
Polen Capital Management
255
Polen Capital Management
Florida
$968K – – –
NCM
256
Neumann Capital Management
California
$933K +$133K +3,614 +17%
NGA
257
Naples Global Advisors
Florida
$927K -$39.4K -1,070 -4%
CA
258
CGN Advisors
Kansas
$926K +$153K +4,153 +20%
CST
259
Charles Schwab Trust
Nevada
$916K -$136K -3,703 -13%
MA
260
Mutual Advisors
Nebraska
$908K -$2.52M -67,977 -74%
FMI
261
F/M Investments
District of Columbia
$884K +$884K +24,036 New
SAM
262
Strive Asset Management
Ohio
$881K +$881K +23,960 New
AWM
263
Apollon Wealth Management
South Carolina
$878K +$48.5K +1,318 +6%
WCM
264
WealthTrak Capital Management
Virginia
$868K +$868K +23,599 New
GIA
265
Gladstone Institutional Advisory
Florida
$859K +$859K +23,346 New
CCM
266
Condor Capital Management
New Jersey
$844K -$883 -24 -0.1%
WCM
267
Windsor Capital Management
Arizona
$840K +$151K +4,098 +22%
EGM
268
Engineers Gate Manager
New York
$836K -$125K -3,391 -13%
Mariner
269
Mariner
Kansas
$835K +$238K +6,464 +40%
CPL
270
CAP Partners LLC
Tennessee
$821K +$15.9K +431 +2%
RW
271
RVW Wealth
California
$820K -$106K -2,878 -11%
BEI
272
Benjamin Edwards Inc
Missouri
$820K -$97.3K -2,644 -11%
SP
273
Symmetry Partners
Connecticut
$816K +$816K +22,187 New
AWA
274
Arkadios Wealth Advisors
Georgia
$814K +$111K +3,028 +16%
Janney Montgomery Scott
275
Janney Montgomery Scott
Pennsylvania
$805K +$805K +21,886 New
9 10
11
12 13