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iShares Broad USD High Yield Corporate Bond ETF

405 hedge funds and large institutions have $7.89B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 182 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+16
Holders Change %
+4.11%
% of All Funds
6.46%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
59
Increased
182
Reduced
113
Closed
34
Calls
Puts
$31K
Net Calls
-$31K
Net Calls Change
+$2.44M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
326
Whittier Trust
California
$54.1K
SIC
327
SJS Investment Consulting
Ohio
$53.2K +$53.2K +1,533 New
BSWA
328
Bromfield Sneider Wealth Advisors
Massachusetts
$53.1K
FDCC
329
Foster Dykema Cabot & Co
Massachusetts
$49K
IA
330
IFP Advisors
Florida
$48.4K +$11.9K +343 +33%
EWP
331
Elevation Wealth Partners
California
$47K +$798 +23 +2%
CPG
332
Cornerstone Planning Group
New Jersey
$41.7K -$17.6K -506 -30%
Franklin Resources
333
Franklin Resources
California
$40K -$296K -8,523 -88%
KA
334
Kozak & Associates
Colorado
$38.2K +$38.2K +1,116 New
WAS
335
Winch Advisory Services
Wisconsin
$36K +$36K +1,034 New
S
336
SignatureFD
Georgia
$35.9K -$7.74K -223 -18%
NFSG
337
Newbridge Financial Services Group
Florida
$34.7K -$2.85K -82 -8%
TF
338
Tompkins Financial
New York
$33.4K
CQS
339
Credential Qtrade Securities
$33.2K
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$30.6K +$30.6K +882 New
TCM
341
TD Capital Management
Tennessee
$28.2K -$14.4K -414 -34%
SWM
342
Spire Wealth Management
Virginia
$24.3K -$4.93K -142 -17%
GEA
343
Glen Eagle Advisors
New Jersey
$21.2K
CIA
344
Cape Investment Advisory
Georgia
$20.6K -$5.1K -147 -20%
KFI
345
Key Financial Inc
Pennsylvania
$19.8K +$2.01K +58 +11%
CTC
346
Central Trust Company
Missouri
$19.6K +$17.7K +511 +929%
Bank of Montreal
347
Bank of Montreal
Ontario, Canada
$19.1K -$45.5K -1,289 -70%
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$19K +$13.2K +379 +227%
GWSG
349
GPS Wealth Strategies Group
Colorado
$18.7K
SCA
350
Stonebridge Capital Advisors
Minnesota
$18.5K