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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

450 hedge funds and large institutions have $9.6B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 189 increasing their positions, 140 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+4
Holders Change %
+0.9%
% of All Funds
6.52%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
62
Increased
189
Reduced
140
Closed
54
Calls
$234K
Puts
$4K
Net Calls
+$230K
Net Calls Change
-$75K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$241M
2
CMF
Counterpoint Mutual Funds
California
$136M
3
PP
Prudential plc
United Kingdom
$477M
4
CCMG
Clark Capital Management Group
Pennsylvania
$75.9M
5
Jane Street
Jane Street
New York
$65.7M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$18.5M
2
BlackRock
BlackRock
New York
$613M
3
Morgan Stanley
Morgan Stanley
New York
$160M
4
KOC
Koss-Olinger Consulting
Florida
$0
5
MIS
Morningstar Investment Services
Illinois
$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
126
Securian Asset Management
Minnesota
$4.69M +$117K +3,200 +3%
Comerica Bank
127
Comerica Bank
Texas
$4.62M -$271K -7,404 -6%
CM
128
Cornerstone Management
Georgia
$4.49M +$334K +9,119 +8%
SPP
129
Single Point Partners
Massachusetts
$4.41M +$4.41M +120,426 New
FF
130
Friedenthal Financial
New Jersey
$4.37M +$4.37M +119,355 New
CWM
131
Chesapeake Wealth Management
Virginia
$4.33M +$305K +8,336 +8%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$4.25M -$3.8M -105,194 -47%
MGIA
133
Moneta Group Investment Advisors
Missouri
$4.14M -$506K -13,818 -11%
QAM
134
Q3 Asset Management
Michigan
$4.14M +$364K +9,943 +10%
MCWS
135
McKinley Carter Wealth Services
West Virginia
$4.1M -$95.9K -2,622 -2%
GBT
136
Grove Bank & Trust
Florida
$4.09M +$794K +21,702 +24%
LNC
137
Lincoln National Corp
Pennsylvania
$4.08M +$4.08M +111,490 New
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$4.07M +$1.21M +33,191 +43%
UB
139
UMB Bank
Missouri
$3.91M +$544K +14,865 +16%
VT
140
Vise Technologies
New York
$3.84M +$286K +7,822 +8%
MML Investors Services
141
MML Investors Services
Massachusetts
$3.82M -$3.99M -109,160 -51%
BEC
142
Blue Edge Capital
Virginia
$3.76M +$50.6K +1,382 +1%
GFWA
143
Grey Fox Wealth Advisors
Delaware
$3.72M +$740K +20,236 +25%
PA
144
Paragon Advisors
Texas
$3.67M -$1.1M -30,093 -23%
EI
145
Ellevest Inc
New York
$3.66M +$325K +8,888 +10%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$3.65M -$724K -19,774 -17%
HF
147
HRT Financial
New York
$3.36M +$1.85M +50,439 +122%
Pathstone Holdings
148
Pathstone Holdings
New Jersey
$3.25M +$501K +13,687 +18%
OC
149
Oppenheimer & Co
New York
$3.17M +$465K +12,718 +17%
Betterment LLC
150
Betterment LLC
New York
$3.09M +$639K +17,461 +26%
4 5
6
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