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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $1.15B invested in iShares Broad USD High Yield Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 29 increasing their positions, 3 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+26
Holders Change %
+61.9%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
34
Increased
29
Reduced
3
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$403M
2
WI
2
WBI Investments
New Jersey
$60.7M
3
Bank of America
3
Bank of America
North Carolina
$390M
4
RIM
4
Redwood Investment Management
Arizona
$8.58M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.19M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$146M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$30.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AHSSHC
4
Adventist Health System Sunbelt Healthcare Corp
Florida
$39.1M
5
RA
5
RFG Advisory
Alabama
$366K
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
51
Focused Wealth Management
New York
$23K 556 -1,119 -67%
SMFS
52
Squar Milner Financial Services
California
$16K 402 +67 +20%
DWM
53
Destination Wealth Management
California
$16K 382 +382 New
ASN
54
Advisory Services Network
Georgia
$14K 350 +350 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$13K 323 +244 +309%
UBS AM
56
UBS AM
Illinois
$8.8K 215 +215 New
CFA
57
Camarda Financial Advisors
Florida
$6K 136 +22 +19%
LFG
58
LifePlan Financial Group
Ohio
$5K 134 +22 +20%
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$3K 75 +12 +19%
CAC
60
Certified Advisory Corp
Florida
$3K 74 +74 New
IRC
61
Investors Research Corp
Georgia
$2K 40 +40 New
PCA
62
Providence Capital Advisors
North Carolina
$1K 20 +20 New
Citadel Advisors
63
Citadel Advisors
Florida
– – -58,353 Closed
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
– – -11,499 Closed
FHA
65
Flagship Harbor Advisors
Massachusetts
– – -400 Closed
NWM
66
Northwest Wealth Management
Iowa
– – -366 Closed
CA
67
Cetera Advisors
Colorado
– – -257 Closed
GAM
68
Gemmer Asset Management
California
– – -176 Closed
LF
69
Lee Financial
Texas
– – -78 Closed
TC
70
Truvestments Capital
Florida
– – -19 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$0 1 +1 New
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$0 3 +3 New
SIS
74
Sound Income Strategies
Florida
$0 3 +3 New
PMFA
75
Plante Moran Financial Advisors
Michigan
$0 3 +3 New
1 2
3
4