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iShares Broad USD High Yield Corporate Bond ETF

566 hedge funds and large institutions have $20.1B invested in iShares Broad USD High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 213 increasing their positions, 182 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+15
Holders Change %
+2.72%
% of All Funds
7.59%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
0.48%
New
89
Increased
213
Reduced
182
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
276
Private Advisor Group
New Jersey
$975K -$198K -5,269 -17%
IWC
277
Integrated Wealth Concepts
Massachusetts
$957K -$727K -19,369 -43%
M&T Bank
278
M&T Bank
New York
$956K -$546K -14,549 -36%
Massachusetts Financial Services
279
Massachusetts Financial Services
Massachusetts
$930K +$930K +24,800 New
AQR Capital Management
280
AQR Capital Management
Connecticut
$922K -$422K -11,253 -31%
GIA
281
Gladstone Institutional Advisory
Florida
$900K +$22.3K +595 +3%
CCM
282
Condor Capital Management
New Jersey
$895K -$38 -1 -0%
EWA
283
EverSource Wealth Advisors
Alabama
$888K +$125K +3,338 +16%
CAL
284
Capital Analysts LLC
Pennsylvania
$880K +$449K +11,958 +104%
WAS
285
Winch Advisory Services
Wisconsin
$875K -$28.4K -758 -3%
OAM
286
Occidental Asset Management
California
$860K +$431K +11,479 +100%
AFO
287
Arrowroot Family Office
California
$832K +$832K +22,191 New
JWCA
288
J.W. Cole Advisors
Florida
$827K +$827K +22,054 New
BWMG
289
Barnes Wealth Management Group
California
$825K +$44.9K +1,197 +6%
NGA
290
Naples Global Advisors
Florida
$818K -$48.7K -1,299 -6%
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
$810K -$6.26M -166,921 -89%
RW
292
RVW Wealth
California
$789K
SAG
293
SageView Advisory Group
California
$772K +$257K +6,859 +50%
AWM
294
Apollon Wealth Management
South Carolina
$763K -$48.2K -1,286 -6%
KFP
295
KMG Fiduciary Partners
Ohio
$755K +$200K +5,322 +36%
FHA
296
First Horizon Advisors
Tennessee
$755K +$434K +11,571 +135%
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
$755K +$164K +4,384 +28%
PBF
298
Petix & Botte Financial
California
$750K +$16.3K +434 +2%
SEI Investments
299
SEI Investments
Pennsylvania
$727K +$727K +19,392 New
AWM
300
Avior Wealth Management
Nebraska
$719K -$86.8K -2,315 -11%