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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

539 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 245 increasing their positions, 134 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+44
Holders Change %
+8.89%
% of All Funds
7.18%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.41%
New
109
Increased
245
Reduced
134
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
Prudential plc
United Kingdom
+$678M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
+$511M
3
Morgan Stanley
Morgan Stanley
New York
+$388M
4
CMF
Counterpoint Mutual Funds
California
+$227M
5
OPAM
Ocean Park Asset Management
California
+$142M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.21B
2
BlackRock
BlackRock
New York
-$267M
3
TC
Toews Corporation
New Jersey
-$160M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$119M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
351
Private Trust Company
Ohio
$331K -$10.4K -284 -3%
DTC
352
Davidson Trust Company
Washington
$330K +$37.7K +1,025 +13%
KWM
353
Kingsview Wealth Management
Oregon
$330K +$4.89K +133 +2%
SL
354
Sentinus LLC
Illinois
$328K -$4.6K -125 -1%
SL
355
SWMG LLC
Texas
$325K -$131K -3,519 -29%
CA
356
Continuum Advisory
Idaho
$320K +$11.1K +302 +4%
LPFG
357
Landing Point Financial Group
Ohio
$320K +$320K +8,629 New
C
358
Covestor
United Kingdom
$318K +$14.4K +392 +5%
FF
359
Farnam Financial
Arizona
$314K -$143K -3,886 -31%
GKIM
360
GW&K Investment Management
Massachusetts
$314K +$193K +5,245 +160%
AIM
361
Advyzon Investment Management
Illinois
$312K +$312K +8,492 New
LA
362
Lifeworks Advisors
Michigan
$312K +$38.9K +1,058 +14%
DI
363
Disciplined Investments
Oklahoma
$310K +$310K +8,431 New
WBCM
364
Wilson & Boucher Capital Management
California
$309K – – –
MLA
365
My Legacy Advisors
Oregon
$308K – – –
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$302K +$268K +7,276 +770%
SG
367
StoneX Group
New York
$284K +$284K +7,711 New
MWM
368
Mattern Wealth Management
Kansas
$281K -$38K -1,032 -12%
TC
369
TFR Capital
Texas
$279K +$279K +7,573 New
DWM
370
Diversify Wealth Management
Utah
$276K -$1.95K -53 -0.7%
GWM
371
Geneos Wealth Management
Colorado
$275K +$86.2K +2,342 +46%
IF
372
IRON Financial
Illinois
$274K – – –
CWM
373
Congress Wealth Management
Massachusetts
$271K +$147 +4 +0.1%
HCA
374
Harbour Capital Advisors
Virginia
$271K +$56.9K +1,540 +27%
CAL
375
Capital Analysts LLC
Pennsylvania
$269K -$26.6K -721 -9%
13 14
15
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