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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 %
HHRDM
351
H&H Retirement Design & Management
Nevada
$210K +$210K +5,716 New
UAS
352
United Asset Strategies
New York
$209K -$3.48K -96 -2%
BWP
353
BSW Wealth Partners
Colorado
$206K +$4.5K +124 +2%
GSC
354
G&S Capital
Colorado
$202K -$47.5K -1,296 -19%
Bessemer Group
355
Bessemer Group
New Jersey
$187K – – –
BWAM
356
Boyd Watterson Asset Management
Ohio
$187K -$17.2K -473 -8%
CWP
357
Concord Wealth Partners
Virginia
$181K – – –
HGERS
358
Householder Group Estate & Retirement Specialist
Arizona
$177K -$17.4K -481 -9%
AF
359
Allworth Financial
California
$174K -$119K -3,256 -41%
TRCT
360
Tower Research Capital (TRC)
New York
$171K +$171K +4,716 New
BCMLT
361
Beacon Capital Management LLC (Tennessee)
Tennessee
$148K -$16.6K -458 -10%
FHA
362
First Horizon Advisors
Tennessee
$145K +$94.8K +2,613 +190%
ACA
363
Aptus Capital Advisors
Alabama
$143K +$53.3K +1,470 +59%
SS
364
Sunbelt Securities
Texas
$129K +$84.2K +2,322 +188%
PO
365
Private Ocean
California
$127K – – –
GKIM
366
GW&K Investment Management
Massachusetts
$119K +$119K +3,280 New
William Blair & Company
367
William Blair & Company
Illinois
$119K +$29.6K +815 +33%
EAM
368
Empirical Asset Management
Massachusetts
$110K +$110K +13,742 New
GWM
369
Geneos Wealth Management
Colorado
$96K +$12.2K +335 +14%
FFA
370
Farther Finance Advisors
California
$89.3K -$793 -22 -0.9%
OP
371
ORG Partners
Indiana
$80.1K +$80.1K +2,220 New
AF
372
Advisornet Financial
Minnesota
$68.4K +$472 +13 +0.7%
BIA
373
Bell Investment Advisors
California
$65.5K +$1.16K +32 +2%
IRC
374
Investors Research Corp
Georgia
$64.7K – – –
GI
375
Gradient Investments
Minnesota
$64.4K +$61.3K +1,689 +1,941%
13 14
15
16 17