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iShares Broad USD High Yield Corporate Bond ETF

446 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 91 funds opening new positions, 167 increasing their positions, 134 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+41
Holders Change %
+10.12%
% of All Funds
6.54%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.4%
New
91
Increased
167
Reduced
134
Closed
45
Calls
$305K
Puts
Net Calls
+$305K
Net Calls Change
+$336K
Name Holding Trade Value Shares
Change
Shares
Change %
CM
126
Cornerstone Management
Georgia
$4.13M -$86.4K -2,376 -2%
CWM
127
Chesapeake Wealth Management
Virginia
$3.99M -$187K -5,133 -4%
QAM
128
Q3 Asset Management
Michigan
$3.75M +$3.75M +103,087 New
BEC
129
Blue Edge Capital
Virginia
$3.68M -$1.31K -36 -0%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$3.55M +$173K +4,747 +5%
PCA
131
Pallas Capital Advisors
Massachusetts
$3.55M +$1.3M +35,630 +57%
VT
132
Vise Technologies
New York
$3.53M -$1.67M -46,070 -32%
AWS
133
Atria Wealth Solutions
New York
$3.42M -$145K -3,996 -4%
Focus Partners Wealth
134
Focus Partners Wealth
Massachusetts
$3.35M +$3.35M +92,189 New
UB
135
UMB Bank
Missouri
$3.35M +$730K +20,071 +28%
EI
136
Ellevest Inc
New York
$3.31M +$389K +10,705 +13%
GBT
137
Grove Bank & Trust
Florida
$3.28M +$597K +16,433 +22%
GFWA
138
Grey Fox Wealth Advisors
Delaware
$2.96M +$526K +14,472 +22%
NA
139
NewEdge Advisors
Louisiana
$2.92M -$3.35M -92,334 -53%
UBS AM
140
UBS AM
Illinois
$2.86M -$2.73M
RSWM
141
Robertson Stephens Wealth Management
California
$2.86M -$2.12M -58,199 -43%
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$2.83M +$1.11M +30,451 +64%
GC
143
Guggenheim Capital
Illinois
$2.76M +$375K +10,330 +16%
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$2.74M +$2.74M +75,267 New
OC
145
Oppenheimer & Co
New York
$2.69M +$475K +13,066 +21%
BCM
146
Brookstone Capital Management
Illinois
$2.63M +$154K +4,229 +6%
CCMG
147
Clark Capital Management Group
Pennsylvania
$2.57M +$5.42K +149 +0.2%
SFS
148
Sowell Financial Services
Arkansas
$2.57M +$1.9M +52,313 +284%
SP
149
SWS Partners
Ohio
$2.56M +$182K +5,004 +8%
FTA
150
Financial & Tax Architects
Missouri
$2.48M -$22.7K -624 -0.9%