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iShares Broad USD High Yield Corporate Bond ETF

315 hedge funds and large institutions have $5.51B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 60

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

14% more capital invested

Capital invested by funds: $4.84B → $5.51B (+$670M)

10% more funds holding

Funds holding: 286315 (+29)

0.65% less ownership

Funds ownership: 66.2%65.55% (-0.65%)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.48%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
62
Increased
155
Reduced
60
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
51
Heritage Wealth Management (Arizona)
Arizona
$7.71M +$2.5M +60,554 +49%
HFS
52
Horizon Financial Services
North Carolina
$7.58M +$7.5M +181,689 New
CI
53
Cavalier Investments
Georgia
$6.54M +$1.21M +29,200 +23%
Goldman Sachs
54
Goldman Sachs
New York
$6.5M -$8.9M -215,559 -58%
WA
55
WestEnd Advisors
North Carolina
$6.17M
MBTD
56
Mechanics Bank - Trust Department
California
$5.97M +$5.91M +143,040 New
RJT
57
Raymond James Trust
Florida
$5.95M +$606K +14,678 +11%
BlackRock
58
BlackRock
New York
$5.8M -$63.7M -1,542,787 -92%
FMT
59
First Mercantile Trust
Tennessee
$5.75M -$1.15M -27,889 -17%
CW
60
CreativeOne Wealth
Kansas
$5.73M +$4.25M +103,021 +301%
AWE
61
Avidian Wealth Enterprises
Texas
$5.65M +$651K +15,769 +13%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$5.51M -$235K -5,684 -4%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$5.51M +$330K +7,988 +6%
Mackenzie Financial
64
Mackenzie Financial
Ontario, Canada
$5.45M -$569K -13,786 -10%
PAG
65
Private Advisor Group
New Jersey
$5.31M +$387K +9,365 +8%
CI
66
Clal Insurance
Israel
$5.1M
Millennium Management
67
Millennium Management
New York
$5.08M +$4.21M +101,817 +510%
CWM
68
Chesapeake Wealth Management
Virginia
$4.98M +$1.7M +41,190 +53%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$4.74M +$1.8M +43,693 +63%
HI
70
Horizon Investments
North Carolina
$4.74M +$2.67M +64,618 +130%
SAM
71
Securian Asset Management
Minnesota
$4.72M +$357K +8,640 +8%
CM
72
Cornerstone Management
Georgia
$4.66M -$28.9K -700 -0.6%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$4.51M +$1.58M +38,346 +55%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$4.43M
5L
75
55I LLC
Massachusetts
$4.41M +$1.16M +27,981 +36%