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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

390 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 147 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+10
Holders Change %
+2.63%
% of All Funds
6.24%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
147
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M

Top Buyers

1
BlackRock
1
BlackRock
New York
$203M
2
OPAM
2
Ocean Park Asset Management
California
$74.4M
3
Wells Fargo
3
Wells Fargo
California
$1.04B
4
KOC
4
Koss-Olinger Consulting
Florida
$64.2M
5
TC
5
Toews Corporation
New Jersey
$59.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$374M
2
Millennium Management
2
Millennium Management
New York
$828K
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$115M
4
LPL Financial
4
LPL Financial
California
$94.4M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
276
DFPG Investments
Utah
$218K +$2.24K +63 +1%
LFG
277
Larson Financial Group
Missouri
$209K +$93.1K +2,620 +81%
TC
278
TAGStone Capital
North Carolina
$208K +$208K +5,861 New
C
279
Covestor
United Kingdom
$207K +$21.4K +603 +12%
BFA
280
Bragg Financial Advisors
North Carolina
$205K +$205K +5,756 New
PIMG
281
Patriot Investment Management Group
Tennessee
$204K – – –
MPM
282
Meritage Portfolio Management
Kansas
$203K +$203K +5,716 New
PBF
283
Petix & Botte Financial
California
$202K +$202K +5,683 New
Bank of Montreal
284
Bank of Montreal
Ontario, Canada
$181K -$11.1M -311,044 -98%
GRP
285
Global Retirement Partners
California
$172K -$988K -28,215 -85%
BAM
286
Belpointe Asset Management
Nevada
$139K – – –
WP
287
WealthPLAN Partners
Nebraska
$131K +$131K +3,687 New
ASN
288
Advisory Services Network
Georgia
$124K +$20.7K +583 +20%
PTC
289
Private Trust Company
Ohio
$120K -$189K -5,310 -61%
NRC
290
New Republic Capital
North Carolina
$118K – – –
CF
291
Centaurus Financial
California
$115K +$115K +3,230 New
AF
292
Advisornet Financial
Minnesota
$113K +$2.84K +80 +3%
FFA
293
Farther Finance Advisors
California
$112K -$25K -702 -18%
WT
294
Whittier Trust
California
$111K – – –
CA
295
Clearstead Advisors
Ohio
$108K -$11.3K -319 -10%
BIA
296
Bell Investment Advisors
California
$79K +$79K +2,222 New
Citadel Advisors
297
Citadel Advisors
Florida
$78.4K +$78.4K +2,204 New
MA
298
Montag & Associates
Georgia
$76K +$35.2K +989 +86%
DI
299
Disciplined Investments
Oklahoma
$74.7K +$924 +26 +1%
HCP
300
Hexagon Capital Partners
Arkansas
$73.7K +$391 +11 +0.5%
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12
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