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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 %
Lido Advisors
276
Lido Advisors
California
$481K -$43.6K -1,202 -8%
ATC
277
Argent Trust Co
Tennessee
$481K +$44.9K +1,238 +10%
WAM
278
Wakefield Asset Management
Colorado
$475K +$10.3K +285 +2%
RA
279
RFG Advisory
Alabama
$473K -$115K -3,170 -20%
LSA
280
L & S Advisors
California
$468K +$290 +8 +0.1%
RIA
281
Realta Investment Advisors
Delaware
$466K +$324K +8,923 +228%
AWM
282
Avaii Wealth Management
Wisconsin
$454K +$4.39K +121 +1%
CA
283
Clearstead Advisors
Ohio
$445K +$335K +9,240 +305%
CA
284
CSM Advisors
Pennsylvania
$444K -$14.5K -400 -3%
NRA
285
NSI Retail Advisors
Pennsylvania
$444K -$14.5K -400 -3%
IA
286
IFP Advisors
Florida
$425K +$3.74K +103 +0.9%
WCM
287
Windsor Capital Management
Arizona
$417K +$417K +11,499 New
VVP
288
Venture Visionary Partners
Ohio
$405K +$20.5K +564 +5%
AWM
289
AE Wealth Management
Kansas
$403K -$13.2K -363 -3%
Koshinski Asset Management
290
Koshinski Asset Management
Illinois
$403K -$12.3K -339 -3%
BAM
291
Berkshire Asset Management
Pennsylvania
$401K +$401K +11,066 New
SPWG
292
Syntegra Private Wealth Group
Missouri
$400K -$16.1K -443 -4%
SCM
293
Sheridan Capital Management
California
$393K -$5.27K -146 -1%
BFG
294
Beacon Financial Group
Texas
$392K – – –
AAS
295
Asset Allocation Strategies
Michigan
$385K +$385K +10,617 New
CAM
296
CPA Asset Management
Florida
$383K -$22.9K -631 -6%
SP
297
Sequent Planning
Nebraska
$377K +$377K +10,447 New
Citadel Advisors
298
Citadel Advisors
Florida
$376K -$22.1M -609,620 -98%
AWA
299
Arkadios Wealth Advisors
Georgia
$361K +$361K +9,943 New
ACGA
300
Atlanta Consulting Group Advisors
Georgia
$354K -$2.83K -78 -0.8%
10 11
12
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