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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
WP
76
WealthSource Partners
California
$4.4M +$47.7K +1,156 +1%
IWC
77
Integrated Wealth Concepts
Massachusetts
$4.36M +$6.53K +158 +0.2%
MGIA
78
Moneta Group Investment Advisors
Missouri
$4.13M +$251K +6,082 +7%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$4.11M -$9.09K -220 -0.2%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$3.74M
EF
81
Empowered Funds
Pennsylvania
$3.71M +$3.69M +89,303 New
HI
82
Harbour Investments
Wisconsin
$3.67M +$217K +5,255 +6%
SWA
83
Stratos Wealth Advisors
Ohio
$3.65M +$496K +12,012 +16%
HR
84
Howe & Rusling
New York
$3.65M +$810K +19,613 +29%
BWM
85
BerganKDV Wealth Management
Minnesota
$3.51M +$306K +7,398 +10%
TPCM
86
Three Peaks Capital Management
Colorado
$3.42M -$114K -2,750 -3%
CB
87
Community Bank
New York
$3.38M +$345K +8,360 +11%
ATPW
88
Ashton Thomas Private Wealth
Arizona
$3.33M +$21.4K +518 +0.7%
MML Investors Services
89
MML Investors Services
Massachusetts
$3.18M +$156K +3,770 +5%
GRP
90
Global Retirement Partners
California
$3.17M -$463K -11,221 -13%
MCWS
91
McKinley Carter Wealth Services
West Virginia
$3.11M +$524K +12,698 +21%
BWFA
92
Baltimore-Washington Financial Advisors
Maryland
$3.1M +$369K +8,928 +14%
AWM
93
AE Wealth Management
Kansas
$3.02M +$520K +12,596 +21%
CC
94
Copperleaf Capital
North Carolina
$2.81M +$71.1K +1,721 +3%
NYLIM
95
New York Life Investment Management
New York
$2.81M +$1.61M +38,955 +137%
SWP
96
Stratos Wealth Partners
Ohio
$2.81M +$121K +2,918 +5%
3AM
97
3EDGE Asset Management
Florida
$2.76M +$1.27M +30,739 +87%
SFS
98
Sowell Financial Services
Arkansas
$2.6M +$94.1K +2,279 +4%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$2.57M +$2.29M +55,525 +919%
KPWS
100
Kestra Private Wealth Services
Texas
$2.56M +$47K +1,137 +2%