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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

446 hedge funds and large institutions have $10.4B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 167 increasing their positions, 134 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+41
Holders Change %
+10.12%
% of All Funds
6.54%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.4%
New
91
Increased
167
Reduced
134
Closed
45
Calls
$305K
Puts
–
Net Calls
+$305K
Net Calls Change
+$336K

Top Buyers

1
BlackRock
BlackRock
New York
$873M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$570M
3
Morgan Stanley
Morgan Stanley
New York
$252M
4
KAM
Kensington Asset Management
Texas
$186M
5
TC
Toews Corporation
New Jersey
$114M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$141M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.42M
3
Charles Schwab
Charles Schwab
California
$203M
4
VWM
Venturi Wealth Management
Texas
$32.9M
5
JFG
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
301
J.W. Cole Advisors
Florida
$290K +$48.9K +1,345 +20%
AA
302
Aire Advisors
California
$289K +$289K +7,954 New
UWS
303
Unique Wealth Strategies
Illinois
$284K +$284K +7,817 New
CFS
304
Cannon Financial Strategists
Georgia
$280K +$280K +7,707 New
CWM
305
Congress Wealth Management
Massachusetts
$279K -$106K -2,911 -27%
RIA
306
Regal Investment Advisors
Michigan
$274K -$182 -5 -0.1%
WIA
307
World Investment Advisors
California
$274K +$274K +7,527 New
IF
308
IRON Financial
Illinois
$271K – – –
SIA
309
Strategic Investment Advisors
Michigan
$264K +$12.4K +341 +5%
SW
310
SVB Wealth
Massachusetts
$264K +$51.6K +1,419 +24%
BFA
311
Bragg Financial Advisors
North Carolina
$253K +$9.31K +256 +4%
GC
312
Gilbert & Cook
Iowa
$246K -$8.36K -230 -3%
GSC
313
G&S Capital
Colorado
$245K +$4.25K +117 +2%
BRIA
314
Balanced Rock Investment Advisors
Massachusetts
$242K +$242K +6,670 New
SCA
315
Snowden Capital Advisors
New York
$240K -$11.7K -323 -5%
RJTCONH
316
Raymond James Trust Company of New Hampshire
New Hampshire
$239K -$1.16K -32 -0.5%
PFS
317
Prospera Financial Services
Texas
$236K -$209K -5,752 -47%
CB
318
Commerce Bank
Missouri
$233K – – –
C
319
Covestor
United Kingdom
$231K -$1.02K -28 -0.4%
HAS
320
HBW Advisory Services
California
$231K +$231K +6,363 New
NB
321
NBT Bank
New York
$229K +$229K +6,288 New
BWAM
322
Boyd Watterson Asset Management
Ohio
$227K -$8.11K -223 -3%
TC
323
TAGStone Capital
North Carolina
$225K +$4.9K +135 +2%
EA
324
Everpar Advisors
Oklahoma
$224K +$224K +6,158 New
PL
325
Plancorp LLC
Missouri
$221K +$221K +6,069 New
11 12
13
14 15