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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 %
UWM
301
USAdvisors Wealth Management
Minnesota
$352K – – –
NG
302
Norden Group
Utah
$350K +$70K +1,929 +25%
PTC
303
Private Trust Company
Ohio
$334K -$10.6K -293 -3%
SL
304
Sentinus LLC
Illinois
$333K +$12.7K +349 +4%
IWC
305
Integrated Wealth Concepts
Massachusetts
$327K +$37.7K +1,039 +13%
CAM
306
Cresset Asset Management
Illinois
$326K +$326K +8,991 New
SL
307
SWMG LLC
Texas
$325K +$7.44K +205 +2%
MOS
308
MGO One Seven
Ohio
$323K +$323K +8,905 New
GFS
309
GYL Financial Synergies
Connecticut
$322K -$36.2K -999 -10%
DF
310
Dunhill Financial
United Kingdom
$311K -$27.2K -750 -8%
FIA
311
Foundations Investment Advisors
Arizona
$310K +$5.55K +153 +2%
DWM
312
Diversify Wealth Management
Utah
$307K +$307K +8,459 New
WBCM
313
Wilson & Boucher Capital Management
California
$305K – – –
MLA
314
My Legacy Advisors
Oregon
$302K – – –
DTC
315
Davidson Trust Company
Washington
$300K +$97.6K +2,690 +48%
RJTCONH
316
Raymond James Trust Company of New Hampshire
New Hampshire
$300K +$6.78K +187 +2%
BFA
317
Bragg Financial Advisors
North Carolina
$297K -$35.9K -989 -11%
CAL
318
Capital Analysts LLC
Pennsylvania
$278K +$19.6K +540 +8%
BWFA
319
Baltimore-Washington Financial Advisors
Maryland
$277K -$10.9K -301 -4%
CA
320
Continuum Advisory
Idaho
$273K +$5.12K +141 +2%
CFB
321
Cullen/Frost Bankers
Texas
$273K +$273K +7,537 New
WIA
322
World Investment Advisors
California
$271K +$271K +7,469 New
DPI
323
Diversified Portfolios Inc
Michigan
$271K -$52.6K -1,450 -16%
IF
324
IRON Financial
Illinois
$270K – – –
C
325
Covestor
United Kingdom
$270K +$15.3K +421 +6%
11 12
13
14 15