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iShares Broad USD High Yield Corporate Bond ETF

315 hedge funds and large institutions have $5.51B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 60

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

14% more capital invested

Capital invested by funds: $4.84B → $5.51B (+$670M)

10% more funds holding

Funds holding: 286315 (+29)

0.65% less ownership

Funds ownership: 66.2%65.55% (-0.65%)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.48%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
62
Increased
155
Reduced
60
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$886K +$2.23K +54 +0.3%
TFA
152
Teamwork Financial Advisors
Texas
$864K +$246K +5,946 +40%
OPS
153
Orion Portfolio Solutions
Nebraska
$856K +$14.3K +346 +2%
FA
154
Fiducient Advisors
Illinois
$846K +$838K +20,280 New
TCOO
155
Trust Company of Oklahoma
Oklahoma
$834K +$826K +20,000 New
PAS
156
Park Avenue Securities
New York
$828K -$19.3K -468 -2%
GC
157
Gilbert & Cook
Iowa
$814K -$108K -2,611 -12%
Deutsche Bank
158
Deutsche Bank
Germany
$812K -$69.1K -1,673 -8%
VAS
159
Vestmark Advisory Solutions
Massachusetts
$800K -$263K -6,363 -25%
Jones Financial Companies
160
Jones Financial Companies
Missouri
$762K +$324K +7,837 +75%
NFG
161
Next Financial Group
Texas
$755K +$3.8K +92 +0.5%
RFG
162
Range Financial Group
Oregon
$744K +$95.4K +2,309 +15%
GC
163
Guggenheim Capital
Illinois
$741K +$394K +9,535 +116%
PWM
164
Provident Wealth Management
Tennessee
$727K +$720K +17,435 New
C1AG
165
Client 1st Advisory Group
Florida
$700K -$9.66K -234 -1%
CFG
166
Cooper Financial Group
California
$680K -$60.5K -1,465 -8%
FIM
167
Freedom Investment Management
Connecticut
$673K +$148K +3,591 +29%
OWA
168
Outlook Wealth Advisors
Texas
$653K +$646K +15,641 New
OC
169
Oppenheimer & Co
New York
$648K +$166K +4,013 +35%
HWA
170
HHM Wealth Advisors
Tennessee
$645K +$638K +15,449 New
SCA
171
Snowden Capital Advisors
New York
$644K +$77.7K +1,881 +14%
FWP
172
Firethorn Wealth Partners
Georgia
$631K -$36.5K -884 -6%
HGWM
173
Horst & Graben Wealth Management
Oregon
$594K +$57.7K +1,397 +11%
SFO
174
Stokes Family Office
Louisiana
$582K +$576K +13,951 New
Northern Trust
175
Northern Trust
Illinois
$566K +$49.1M +1,188,429 +705%