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iShares Broad USD High Yield Corporate Bond ETF

448 hedge funds and large institutions have $10.4B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 168 increasing their positions, 134 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

32% more capital invested

Capital invested by funds: $7.89B → $10.4B (+$2.5B)

25% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 134

10% more funds holding

Funds holding: 406448 (+42)

0.58% less ownership

Funds ownership: 86.93%86.35% (-0.58%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
448
Holders Change
+42
Holders Change %
+10.34%
% of All Funds
6.53%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
92
Increased
168
Reduced
134
Closed
45
Calls
$305K
Puts
Net Calls
+$305K
Net Calls Change
+$336K
Name Holding Trade Value Shares
Change
Change in
Stake
KOC
26
Koss-Olinger Consulting
Florida
$65M -$230K -6,557 -0.4%
AC
27
Allstate Corporation
Illinois
$62.8M
Goldman Sachs
28
Goldman Sachs
New York
$62.4M +$25M +712,796 +71%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$62.2M +$40.8M +1,162,457 +212%
Vanguard Group
30
Vanguard Group
Pennsylvania
$59M +$1.31M +37,259 +2%
JP Morgan Chase
31
JP Morgan Chase
New York
$54.2M +$22.6M +644,886 +76%
American Century Companies
32
American Century Companies
Missouri
$53.8M +$1.73M +49,421 +3%
CMF
33
Counterpoint Mutual Funds
California
$53.3M +$21.2M +604,007 +70%
EWA
34
ERTS Wealth Advisors
Michigan
$52.7M -$2.88M -82,197 -5%
PCIG
35
Partners Capital Investment Group
Massachusetts
$50.2M +$1.71M +48,726 +4%
BC
36
Bricktown Capital
Michigan
$50.1M -$10.7M -304,000 -18%
R
37
Rebalance
California
$48.3M +$2.11M +60,231 +5%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$45.2M -$3.59M -102,468 -8%
NL
39
NEPC LLC
Massachusetts
$42.2M +$4.01M +114,220 +11%
Citigroup
40
Citigroup
New York
$41.4M -$311K -8,880 -0.8%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$40.5M +$7.72M +220,130 +25%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$40.2M +$4.18M +119,208 +12%
Wealthfront Advisers
43
Wealthfront Advisers
California
$33.9M +$6.14M +175,049 +23%
US Bancorp
44
US Bancorp
Minnesota
$33.6M +$6.1M +173,914 +23%
VWM
45
Venturi Wealth Management
Texas
$32.9M -$19.9M -567,795 -39%
SLI
46
Sumitomo Life Insurance
Japan
$32.2M +$1.94M +55,400 +7%
CAAS
47
Capital Asset Advisory Services
Michigan
$31M -$993K -28,313 -3%
AWM
48
Axxcess Wealth Management
California
$30.9M -$789K -22,510 -3%
Osaic Holdings
49
Osaic Holdings
Arizona
$30M -$6.85M -195,460 -19%
Cerity Partners
50
Cerity Partners
New York
$29.1M +$26.2M +747,111 +1,401%