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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

450 hedge funds and large institutions have $9.6B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 189 increasing their positions, 140 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+4
Holders Change %
+0.9%
% of All Funds
6.52%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
62
Increased
189
Reduced
140
Closed
54
Calls
$234K
Puts
$4K
Net Calls
+$230K
Net Calls Change
-$75K

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$241M
2
CMF
2
Counterpoint Mutual Funds
California
$136M
3
PP
3
Prudential plc
United Kingdom
$477M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$75.9M
5
Jane Street
5
Jane Street
New York
$65.7M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$18.5M
2
BlackRock
2
BlackRock
New York
$613M
3
Morgan Stanley
3
Morgan Stanley
New York
$160M
4
KOC
4
Koss-Olinger Consulting
Florida
$0
5
MIS
5
Morningstar Investment Services
Illinois
$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SigFig Wealth Management
California
$70.9M +$2.76M +75,382 +4%
NL
27
NEPC LLC
Massachusetts
$67.3M +$24.8M +677,285 +58%
Jane Street
28
Jane Street
New York
$65.7M +$63.3M +1,730,260 +2,666%
AC
29
Allstate Corporation
Illinois
$63.2M – – –
ESL
30
Endurance Services Ltd
New York
$60.7M +$60.7M +1,658,000 New
Goldman Sachs
31
Goldman Sachs
New York
$59.9M -$2.91M -79,394 -5%
EWA
32
ERTS Wealth Advisors
Michigan
$59.5M +$6.37M +174,111 +12%
AssetMark Inc
33
AssetMark Inc
California
$59M -$11.8M -323,463 -17%
American Century Companies
34
American Century Companies
Missouri
$54.2M – – –
BC
35
Bricktown Capital
Michigan
$53.9M +$3.49M +95,250 +7%
R
36
Rebalance
California
$49.2M +$541K +14,785 +1%
MIS
37
Morningstar Investment Services
Illinois
$47.5M -$61.8M -1,686,029 -57%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$45.2M -$319K -8,705 -0.7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$44M +$3.44M +94,066 +8%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$40M -$773K -21,121 -2%
Wealthfront Advisers
41
Wealthfront Advisers
California
$39.5M +$5.4M +147,513 +16%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$38.5M +$10.2M +280,341 +36%
Cerity Partners
43
Cerity Partners
New York
$36.8M +$7.57M +207,174 +26%
PCIA
44
Prime Capital Investment Advisors
Kansas
$34.9M +$6.19M +169,043 +22%
PCIG
45
Partners Capital Investment Group
Massachusetts
$34.6M -$15.9M -434,808 -31%
Ameriprise
46
Ameriprise
Minnesota
$34.1M +$8.86M +242,137 +35%
US Bancorp
47
US Bancorp
Minnesota
$34.1M +$238K +6,493 +0.7%
OCM
48
One Capital Management
California
$33.7M +$27.7M +757,376 +463%
VWM
49
Venturi Wealth Management
Texas
$33.3M +$212K +5,796 +0.6%
AWM
50
Axxcess Wealth Management
California
$32M +$859K +23,470 +3%
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