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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

389 hedge funds and large institutions have $7.76B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 163 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
6.13%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.41%
New
56
Increased
163
Reduced
122
Closed
54
Calls
–
Puts
$2.47M
Net Calls
-$2.47M
Net Calls Change
-$2.16M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$857M
2
BlackRock
BlackRock
New York
$293M
3
KAM
Kensington Asset Management
Texas
$84.7M
4
Morgan Stanley
Morgan Stanley
New York
$124M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$187M

Top Sellers

1
TF
TIAA FSB
Florida
$99.7M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$195K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$15.4M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$125M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
201
Patten Group
Tennessee
$750K +$3.57K +101 +0.5%
AllianceBernstein
202
AllianceBernstein
Tennessee
$744K -$121K -3,424 -14%
SF
203
Summit Financial
New Jersey
$736K -$170K -4,828 -19%
HFRG
204
Houlihan Financial Resource Group
Virginia
$733K +$733K +20,894 New
SEIA
205
Signature Estate & Investment Advisors
California
$721K +$15.1K +427 +2%
BAM
206
BTS Asset Management
Massachusetts
$693K -$261K -7,393 -27%
KPWS
207
Kestra Private Wealth Services
Texas
$685K +$27.3K +772 +4%
GGS
208
Galvin Gaustad & Stein
Arizona
$677K +$374K +10,593 +123%
SPIA
209
Steward Partners Investment Advisory
New York
$668K -$13.3K -376 -2%
CPIG
210
Chicago Partners Investment Group
Illinois
$668K +$26.2K +749 +4%
OAM
211
Occidental Asset Management
California
$647K +$647K +18,324 New
TAM
212
Titleist Asset Management
Texas
$635K +$635K +17,976 New
NRA
213
NSI Retail Advisors
Pennsylvania
$623K – – –
CA
214
CSM Advisors
Pennsylvania
$623K – – –
GCA
215
Genesee Capital Advisors
New York
$615K +$741 +21 +0.1%
Natixis Advisors
216
Natixis Advisors
Massachusetts
$615K -$6.42K -182 -1%
OIA
217
OneDigital Investment Advisors
Kansas
$587K +$93.6K +2,651 +19%
NFP
218
Narus Financial Partners
Utah
$566K -$2.93K -83 -0.5%
AWM
219
Adams Wealth Management
Utah
$562K -$50.6K -1,433 -8%
DFA
220
DHK Financial Advisors
New Hampshire
$560K – – –
MFG
221
Merit Financial Group
Georgia
$555K +$152K +4,307 +38%
PWM
222
Provident Wealth Management
Tennessee
$552K +$78.7K +2,229 +17%
LSA
223
L & S Advisors
California
$536K -$151K -4,271 -22%
PWG
224
Portside Wealth Group
Utah
$507K +$507K +14,349 New
AWM
225
Avaii Wealth Management
Wisconsin
$506K +$36.2K +1,026 +8%
7 8
9
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