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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

390 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 147 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+10
Holders Change %
+2.63%
% of All Funds
6.24%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
147
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M

Top Buyers

1
BlackRock
1
BlackRock
New York
$203M
2
OPAM
2
Ocean Park Asset Management
California
$74.4M
3
Wells Fargo
3
Wells Fargo
California
$1.04B
4
KOC
4
Koss-Olinger Consulting
Florida
$64.2M
5
TC
5
Toews Corporation
New Jersey
$59.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$374M
2
Millennium Management
2
Millennium Management
New York
$828K
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$115M
4
LPL Financial
4
LPL Financial
California
$94.4M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
401
Litman Gregory Wealth Management
California
– -$1.15M -33,430 Closed
SWA
402
Stratos Wealth Advisors
Ohio
– -$900K -26,061 Closed
IA
403
IFG Advisory
Georgia
– -$440K -12,764 Closed
WWA
404
WCG Wealth Advisors
Nevada
– -$420K -12,149 Closed
BCI
405
Brinker Capital Investments
Pennsylvania
– -$395K -11,452 Closed
RF
406
RHS Financial
California
– -$333K -9,638 Closed
IWC
407
Integrated Wealth Concepts
Massachusetts
– -$324K -9,379 Closed
MYIA
408
Mount Yale Investment Advisors
Colorado
– -$228K -6,612 Closed
BRWA
409
B. Riley Wealth Advisors
Florida
– -$218K -6,315 Closed
KWM
410
Kingsview Wealth Management
Oregon
– -$203K -5,868 Closed
AA
411
Aire Advisors
California
– -$201K -5,845 Closed
HT
412
Headlands Technologies
Illinois
– -$138K -4,005 Closed
CT
413
Colonial Trust
South Carolina
– -$121K -3,543 Closed
OWA
414
One Wealth Advisors
California
– -$105K -3,039 Closed
RFA
415
Resurgent Financial Advisors
Georgia
– -$86.7K -2,510 Closed
ACA
416
Aptus Capital Advisors
Alabama
– -$73.7K -2,133 Closed
CS
417
Comerica Securities
Michigan
– -$45.1K -1,307 Closed
DWP
418
Destiny Wealth Partners
Florida
– -$18.8K -544 Closed
WOSD
419
WFA of San Diego
California
– -$16.5K -479 Closed
CA
420
Crewe Advisors
Utah
– -$15.8K -458 Closed
MCC
421
Money Concepts Capital
Florida
– -$15.2K -441 Closed
CASC
422
Coppell Advisory Solutions Corp
Texas
– -$12.7K -369 Closed
CAS
423
Coppell Advisory Solutions
Texas
– -$12.7K -369 Closed
EWA
424
EverSource Wealth Advisors
Alabama
– -$11.3K -327 Closed
MWM
425
MinichMacGregor Wealth Management
New York
– -$10.5K -305 Closed
14 15 16
17
18