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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
Neuberger Berman Group
76
Neuberger Berman Group
New York
$11.1M -$5.33K -152 -0%
DWP
77
Destiny Wealth Partners
Florida
$10.9M -$603K -17,183 -5%
SAS
78
Sage Advisory Services
Texas
$10.4M -$3.11M -88,822 -24%
AA
79
ALPS Advisors
Colorado
$9.71M -$86.1K -2,455 -0.9%
TWM
80
Tolleson Wealth Management
Texas
$9.67M +$747K +21,315 +9%
Loomis, Sayles & Company
81
Loomis, Sayles & Company
Massachusetts
$9.56M +$2.2M +62,724 +31%
DRS
82
Deane Retirement Strategies
Louisiana
$9.4M +$9.07M +258,672 New
HWMA
83
Heritage Wealth Management (Arizona)
Arizona
$9.14M +$8.82M +251,464 New
FFS
84
Founders Financial Securities
Maryland
$8.85M +$293K +8,346 +4%
MBTD
85
Mechanics Bank - Trust Department
California
$8.73M -$1.32M -37,642 -14%
FA
86
FC Advisory
Pennsylvania
$8.61M -$21.1K -603 -0.3%
AT
87
American Trust
Kentucky
$8.53M -$881K -25,124 -10%
AFGAS
88
Allegiance Financial Group Advisory Services
Virginia
$8.44M +$812K +23,153 +11%
HI
89
Horizon Investments
North Carolina
$8.36M +$133K +3,785 +2%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$8.06M +$345K +9,835 +5%
MML Investors Services
91
MML Investors Services
Massachusetts
$7.76M +$1.44M +40,998 +24%
HFS
92
Horizon Financial Services
North Carolina
$7.76M -$805K -22,949 -10%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$7.62M -$8.05M -229,680 -52%
RWP
94
RWA Wealth Partners
Massachusetts
$7.5M -$686K -19,569 -9%
NYLIM
95
New York Life Investment Management
New York
$7.1M +$221K +6,304 +3%
Mackenzie Financial
96
Mackenzie Financial
Ontario, Canada
$7.04M -$123K -3,507 -2%
Creative Planning
97
Creative Planning
Kansas
$6.98M +$17.5K +500 +0.3%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$6.91M -$2.94M -83,757 -31%
QS
99
Quantitative Strategies
California
$6.64M +$95.1K +2,713 +2%
FAM
100
Forte Asset Management
New York
$6.64M -$1.8M -51,413 -22%