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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
HighTower Advisors
101
HighTower Advisors
Illinois
$6.64M -$5.85M -166,926 -48%
HR
102
Howe & Rusling
New York
$6.47M -$2.8M -79,981 -31%
DF
103
Donoghue Forlines
Massachusetts
$6.46M +$4.96M +141,428 +390%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$6.15M +$1.39M +39,681 +31%
PI
105
PineBridge Investments
New York
$6M +$5.79M +165,000 New
OCM
106
One Capital Management
California
$5.95M +$5.74M +163,579 New
RJT
107
Raymond James Trust
Florida
$5.72M -$44.3K -1,263 -0.8%
MCM
108
Monument Capital Management
Virginia
$5.68M -$5.59M -159,354 -50%
TDWM
109
Topel & Distasi Wealth Management
California
$5.64M +$283K +8,060 +5%
RA
110
Rational Advisors
New York
$5.47M -$11.8M -337,704 -69%
RA
111
Riversedge Advisors
Delaware
$5.26M -$6.05M -172,621 -54%
MIC
112
Maxi Investments CY
Cyprus
$5.17M +$4.98M +142,097 New
DK
113
David Kennon
Florida
$5.08M -$1.19M -33,820 -19%
HWM
114
Hohimer Wealth Management
Washington
$4.99M +$3.16M +90,247 +191%
Prudential Financial
115
Prudential Financial
New Jersey
$4.97M +$13.8K +394 +0.3%
Comerica Bank
116
Comerica Bank
Texas
$4.86M -$166K -4,742 -3%
PA
117
Paragon Advisors
Texas
$4.74M +$354K +10,107 +8%
AWE
118
Avidian Wealth Enterprises
Texas
$4.66M +$795K +22,676 +21%
MGIA
119
Moneta Group Investment Advisors
Missouri
$4.62M -$411K -11,709 -8%
SAM
120
Securian Asset Management
Minnesota
$4.55M +$281K +8,000 +7%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$4.34M +$233K +6,658 +6%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$4.29M +$2.45M +69,967 +146%
NFG
123
Northeast Financial Group
Pennsylvania
$4.26M +$4.11M +117,084 New
TC
124
TownSquare Capital
Utah
$4.2M +$553K +15,766 +16%
MCWS
125
McKinley Carter Wealth Services
West Virginia
$4.17M +$40.3K +1,149 +1%