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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 %
CAM
276
CPA Asset Management
Florida
$409K +$23.1K +631 +6%
HWA
277
HHM Wealth Advisors
Tennessee
$406K – – –
CF
278
Centaurus Financial
California
$404K +$404K +11,047 New
SCM
279
Sheridan Capital Management
California
$404K – – –
BFG
280
Beacon Financial Group
Texas
$395K -$5.12K -140 -1%
VVP
281
Venture Visionary Partners
Ohio
$388K -$7.32K -200 -2%
NCM
282
Neumann Capital Management
California
$386K +$25.6K +700 +7%
PFS
283
Prospera Financial Services
Texas
$381K +$143K +3,918 +60%
WWA
284
WCG Wealth Advisors
Nevada
$377K +$377K +10,305 New
SF
285
Summit Financial
New Jersey
$376K -$57.4K -1,569 -13%
GFS
286
GYL Financial Synergies
Connecticut
$361K -$279K -7,617 -44%
ACGA
287
Atlanta Consulting Group Advisors
Georgia
$360K +$360K +9,846 New
UWM
288
USAdvisors Wealth Management
Minnesota
$356K – – –
HI
289
Harbour Investments
Wisconsin
$349K +$10.4K +284 +3%
PTC
290
Private Trust Company
Ohio
$348K +$218K +5,960 +168%
DF
291
Dunhill Financial
United Kingdom
$341K -$9.26K -253 -3%
HIP
292
HUB Investment Partners
Texas
$340K +$439 +12 +0.1%
BFA
293
Bragg Financial Advisors
North Carolina
$336K +$81.2K +2,219 +32%
DPI
294
Diversified Portfolios Inc
Michigan
$326K -$11.4K -312 -3%
SL
295
Sentinus LLC
Illinois
$324K +$324K +8,843 New
SL
296
SWMG LLC
Texas
$320K -$20.1K -549 -6%
WBCM
297
Wilson & Boucher Capital Management
California
$307K -$14.6K -400 -5%
FIA
298
Foundations Investment Advisors
Arizona
$307K -$67K -1,832 -18%
JWCA
299
J.W. Cole Advisors
Florida
$305K +$13K +354 +4%
MLA
300
My Legacy Advisors
Oregon
$304K – – –
10 11
12
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