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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 %
DAS
326
Dynamic Advisor Solutions
Arizona
$269K +$269K +7,413 New
CWM
327
Congress Wealth Management
Massachusetts
$266K +$266K +7,323 New
RFS
328
Richardson Financial Services
Massachusetts
$264K -$5.41K -149 -2%
FA
329
FDx Advisors
Illinois
$263K -$3.99K -110 -1%
MC
330
Moors & Cabot
Massachusetts
$256K – – –
SB
331
Strategic Blueprint
Georgia
$253K -$41.7K -1,150 -14%
KWM
332
Kingsview Wealth Management
Oregon
$248K +$248K +6,849 New
FNWA
333
Financial Network Wealth Advisors
Utah
$247K +$247K +6,821 New
KBFS
334
Kohmann Bosshard Financial Services
Ohio
$247K -$28.6K -787 -10%
CB
335
Commerce Bank
Missouri
$245K -$254 -7 -0.1%
SCA
336
Snowden Capital Advisors
New York
$242K -$14.5K -399 -6%
MWM
337
Mattern Wealth Management
Kansas
$242K -$1.09K -30 -0.4%
PG
338
Patten Group
Tennessee
$239K -$341K -9,405 -59%
AA
339
Aire Advisors
California
$236K -$54.4K -1,500 -19%
TC
340
TAGStone Capital
North Carolina
$232K +$4.03K +111 +2%
RIA
341
Regal Investment Advisors
Michigan
$221K -$9.98K -275 -4%
BF
342
Brooklyn FI
New York
$218K +$218K +6,021 New
CIA
343
Capital Investment Advisors
Georgia
$218K -$13.4K -370 -6%
OLA
344
Oliver Luxxe Assets
New Jersey
$218K +$218K +6,017 New
JWCA
345
J.W. Cole Advisors
Florida
$218K -$84.6K -2,332 -28%
BIA
346
Bigelow Investment Advisors
Maine
$216K +$3.96K +109 +2%
UWS
347
Unique Wealth Strategies
Illinois
$214K – – –
GRP
348
Global Retirement Partners
California
$213K +$117K +3,219 +122%
HIP
349
HUB Investment Partners
Texas
$212K -$125K -3,452 -37%
SW
350
SVB Wealth
Massachusetts
$212K – – –
12 13
14
15 16