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iShares Broad USD High Yield Corporate Bond ETF

380 hedge funds and large institutions have $7.42B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 143 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+36
Holders Change %
+10.47%
% of All Funds
6.13%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
85
Increased
143
Reduced
116
Closed
43
Calls
$10.1M
Puts
$622K
Net Calls
+$9.46M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LRWA
201
Long Run Wealth Advisors
New York
$517K -$22.8K -659 -4%
Wealthfront Advisers
202
Wealthfront Advisers
California
$517K +$517K +14,962 New
SPWG
203
Syntegra Private Wealth Group
Missouri
$514K +$514K +14,874 New
ACP
204
Aveo Capital Partners
Colorado
$493K +$236K +6,849 +92%
FIM
205
Freedom Investment Management
Connecticut
$473K +$1.35K +39 +0.3%
PWM
206
Provident Wealth Management
Tennessee
$471K -$27.1K -786 -5%
RA
207
RFG Advisory
Alabama
$465K -$2.41M -67,324 -84%
Principal Financial Group
208
Principal Financial Group
Iowa
$464K +$464K +13,450 New
KPWS
209
Kestra Private Wealth Services
Texas
$455K +$184K +5,339 +68%
Comerica Bank
210
Comerica Bank
Texas
$447K -$515K -14,357 -54%
IA
211
IFG Advisory
Georgia
$440K +$31.5K +915 +8%
FANJ
212
Financial Architects (New Jersey)
New Jersey
$439K -$29.9K -867 -6%
AG
213
Ascent Group
Virginia
$421K -$47.1K -1,365 -10%
WWA
214
WCG Wealth Advisors
Nevada
$420K -$4.32K -125 -1%
BCI
215
Brinker Capital Investments
Pennsylvania
$395K +$395K +11,452 New
WAM
216
Wakefield Asset Management
Colorado
$394K +$4.94K +143 +1%
JWCA
217
J.W. Cole Advisors
Florida
$388K +$142K +4,107 +58%
BFG
218
Beacon Financial Group
Texas
$388K -$101K -2,922 -21%
HWA
219
HHM Wealth Advisors
Tennessee
$383K
RJTCONH
220
Raymond James Trust Company of New Hampshire
New Hampshire
$381K -$5.18K -150 -1%
CA
221
Continuum Advisory
Idaho
$381K +$10.5K +304 +3%
AWM
222
Axxcess Wealth Management
California
$376K +$89K +2,577 +31%
AWM
223
Avior Wealth Management
Nebraska
$370K
HCA
224
Harbour Capital Advisors
Virginia
$369K -$807K -23,325 -69%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$365K -$183K -5,299 -33%