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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

405 hedge funds and large institutions have $7.89B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 182 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+16
Holders Change %
+4.11%
% of All Funds
6.46%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
59
Increased
182
Reduced
113
Closed
34
Calls
–
Puts
$31K
Net Calls
-$31K
Net Calls Change
+$2.44M

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.16B
2
PP
2
Prudential plc
United Kingdom
$347M
3
Charles Schwab
3
Charles Schwab
California
$231M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$897M
5
OPAM
5
Ocean Park Asset Management
California
$114M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$849M
2
BlackRock
2
BlackRock
New York
$149M
3
TC
3
Toews Corporation
New Jersey
$0
4
AHSSHC
4
Adventist Health System Sunbelt Healthcare Corp
Florida
$86.5M
5
KAM
5
Kensington Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
151
Steward Partners Investment Advisory
New York
$1.84M +$1.19M +34,148 +180%
NGA
152
Naples Global Advisors
Florida
$1.76M -$123K -3,540 -7%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$1.67M +$325K +9,365 +24%
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
$1.65M +$1.65M +47,517 New
HWM
155
Hohimer Wealth Management
Washington
$1.64M -$893K -25,727 -35%
UA
156
Unison Advisors
District of Columbia
$1.63M +$19.2K +553 +1%
DWM
157
Defined Wealth Management
Oregon
$1.63M +$679K +19,552 +71%
IAN
158
Integrated Advisors Network
Texas
$1.61M +$269K +7,745 +20%
VC
159
Vicus Capital
Pennsylvania
$1.58M -$516K -14,865 -25%
OHWP
160
Oak Harbor Wealth Partners
North Carolina
$1.57M +$276K +7,950 +21%
MWM
161
Mission Wealth Management
California
$1.53M -$68.4K -1,971 -4%
PFO
162
Pathstone Family Office
New Jersey
$1.5M +$1.5M +43,249 New
SWP
163
Stratos Wealth Partners
Ohio
$1.46M -$7.95K -229 -0.5%
LFAS
164
Level Four Advisory Services
Texas
$1.45M +$48.4K +1,394 +3%
HNWAG
165
High Net Worth Advisory Group
Florida
$1.44M +$52.9K +1,524 +4%
LFP
166
Leeward Financial Partners
Washington
$1.43M +$161K +4,650 +13%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$1.38M -$485K -13,981 -26%
VCP
168
Verus Capital Partners
Arizona
$1.35M +$77.6K +2,236 +6%
M&T Bank
169
M&T Bank
New York
$1.33M +$382K +11,001 +40%
Squarepoint
170
Squarepoint
New York
$1.29M +$1.29M +37,220 New
CW
171
CreativeOne Wealth
Kansas
$1.29M -$2.62M -75,564 -67%
GFG
172
Goldstone Financial Group
Illinois
$1.27M -$324K -9,334 -20%
OAM
173
Occidental Asset Management
California
$1.26M +$626K +18,032 +98%
DF
174
Donoghue Forlines
Massachusetts
$1.26M -$5.32M -153,134 -81%
G
175
Gainplan
Michigan
$1.17M +$105K +3,030 +10%
5 6
7
8 9