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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

390 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 147 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+10
Holders Change %
+2.63%
% of All Funds
6.24%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
147
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M

Top Buyers

1
BlackRock
BlackRock
New York
$203M
2
OPAM
Ocean Park Asset Management
California
$74.4M
3
Wells Fargo
Wells Fargo
California
$1.04B
4
KOC
Koss-Olinger Consulting
Florida
$64.2M
5
TC
Toews Corporation
New Jersey
$59.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$374M
2
Millennium Management
Millennium Management
New York
$828K
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$115M
4
LPL Financial
LPL Financial
California
$94.4M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
CSM Advisors
Pennsylvania
$627K – – –
NRA
202
NSI Retail Advisors
Pennsylvania
$627K – – –
Natixis Advisors
203
Natixis Advisors
Massachusetts
$626K -$142K -3,983 -18%
GCA
204
Genesee Capital Advisors
New York
$619K -$4.44K -125 -0.7%
AWM
205
Adams Wealth Management
Utah
$617K -$344K -9,679 -36%
LAM
206
LifePro Asset Management
California
$613K – – –
PAS
207
Park Avenue Securities
New York
$573K -$85.8K -2,415 -13%
NFP
208
Narus Financial Partners
Utah
$573K +$11.8K +332 +2%
DFA
209
DHK Financial Advisors
New Hampshire
$564K -$340K -9,576 -38%
SPWG
210
Syntegra Private Wealth Group
Missouri
$559K +$29.9K +842 +6%
HGERS
211
Householder Group Estate & Retirement Specialist
Arizona
$547K +$547K +15,386 New
LRWA
212
Long Run Wealth Advisors
New York
$532K – – –
OIA
213
OneDigital Investment Advisors
Kansas
$497K +$158K +4,454 +47%
Mariner
214
Mariner
Kansas
$482K -$182K -5,117 -27%
MCI
215
MRP Capital Investments
Georgia
$478K +$478K +13,440 New
PWM
216
Provident Wealth Management
Tennessee
$476K -$8.75K -246 -2%
FANJ
217
Financial Architects (New Jersey)
New Jersey
$473K +$20.8K +584 +5%
AWM
218
Avaii Wealth Management
Wisconsin
$473K +$116K +3,263 +32%
GFS
219
GYL Financial Synergies
Connecticut
$427K -$2.62M -73,739 -86%
WAM
220
Wakefield Asset Management
Colorado
$418K +$13.1K +368 +3%
AG
221
Ascent Group
Virginia
$407K -$26.4K -743 -6%
BWAM
222
Boyd Watterson Asset Management
Ohio
$407K -$772K -21,727 -66%
MFG
223
Merit Financial Group
Georgia
$406K +$59.6K +1,676 +17%
CA
224
Continuum Advisory
Idaho
$406K +$13.9K +390 +4%
FIM
225
Freedom Investment Management
Connecticut
$399K -$88K -2,476 -18%
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