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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

466 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 202 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+16
Holders Change %
+3.56%
% of All Funds
6.78%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
202
Reduced
140
Closed
50
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$223K

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$638M
2
BlackRock
2
BlackRock
New York
$986M
3
PP
3
Prudential plc
United Kingdom
$609M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$255M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$148M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$78.4M
2
ESL
2
Endurance Services Ltd
New York
$0
3
CMF
3
Counterpoint Mutual Funds
California
$85.9M
4
KAM
4
Kensington Asset Management
Texas
$141M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DK
126
David Kennon
Florida
$5M +$17.7K +488 +0.4%
HighTower Advisors
127
HighTower Advisors
Illinois
$4.93M -$675K -18,615 -12%
SPP
128
Single Point Partners
Massachusetts
$4.85M +$480K +13,241 +11%
SF
129
SWP Financial
California
$4.81M +$4.81M +132,488 New
SAM
130
Securian Asset Management
Minnesota
$4.65M – – –
Comerica Bank
131
Comerica Bank
Texas
$4.65M +$61.3K +1,689 +1%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$4.54M -$252K -6,938 -5%
VT
133
Vise Technologies
New York
$4.52M +$715K +19,707 +19%
CWM
134
Chesapeake Wealth Management
Virginia
$4.37M +$79.7K +2,196 +2%
SA
135
Sanctuary Advisors
Indiana
$4.33M +$4.33M +120,334 New
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$4.3M +$53.3K +1,476 +1%
UB
137
UMB Bank
Missouri
$4.27M +$389K +10,717 +10%
HWM
138
Hohimer Wealth Management
Washington
$4.27M -$707K -19,487 -14%
Envestnet Portfolio Solutions
139
Envestnet Portfolio Solutions
Illinois
$4.18M +$145K +3,997 +4%
MCWS
140
McKinley Carter Wealth Services
West Virginia
$4.06M -$3.74K -103 -0.1%
GFWA
141
Grey Fox Wealth Advisors
Delaware
$4M +$311K +8,559 +8%
MGIA
142
Moneta Group Investment Advisors
Missouri
$3.92M -$186K -5,123 -5%
EI
143
Ellevest Inc
New York
$3.91M +$289K +7,975 +8%
PA
144
Paragon Advisors
Texas
$3.89M +$249K +6,850 +7%
DW
145
Dodds Wealth
Colorado
$3.83M +$1.23M +33,816 +47%
BEC
146
Blue Edge Capital
Virginia
$3.8M +$68.7K +1,894 +2%
MNA
147
Manning & Napier Advisors
New York
$3.78M +$3.78M +104,200 New
AIA
148
Alera Investment Advisors
Illinois
$3.45M +$3.45M +94,966 New
MML Investors Services
149
MML Investors Services
Massachusetts
$3.44M -$347K -9,556 -9%
Pathstone Holdings
150
Pathstone Holdings
New Jersey
$3.35M +$126K +3,476 +4%
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