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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

446 hedge funds and large institutions have $10.4B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 167 increasing their positions, 134 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+41
Holders Change %
+10.12%
% of All Funds
6.54%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.4%
New
91
Increased
167
Reduced
134
Closed
45
Calls
$305K
Puts
–
Net Calls
+$305K
Net Calls Change
+$336K

Top Buyers

1
BlackRock
BlackRock
New York
+$717M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$568M
3
Morgan Stanley
Morgan Stanley
New York
+$196M
4
KAM
Kensington Asset Management
Texas
+$186M
5
TC
Toews Corporation
New Jersey
+$114M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$273M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$89.1M
3
Charles Schwab
Charles Schwab
California
-$39M
4
VWM
Venturi Wealth Management
Texas
-$20.6M
5
JFG
Jefferies Financial Group
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
201
Kestra Advisory Services
Texas
$1.17M +$395K +10,868 +51%
CV
202
Counterweight Ventures
North Carolina
$1.16M +$1.16M +32,030 New
CA
203
CGN Advisors
Kansas
$1.15M -$1.34M -36,865 -54%
RW
204
RVW Wealth
California
$1.15M – – –
CIA
205
Concurrent Investment Advisors
Florida
$1.13M +$1.13M +31,121 New
PGFC
206
Peapack-Gladstone Financial Corp
New Jersey
$1.12M -$11.6K -318 -1%
PAS
207
Park Avenue Securities
New York
$1.12M +$353K +9,719 +46%
GAM
208
Gotham Asset Management
New York
$1.09M – – –
MCI
209
MRP Capital Investments
Georgia
$1.08M +$1.08M +29,727 New
KPWS
210
Kestra Private Wealth Services
Texas
$1.08M -$37.6K -1,035 -3%
SWC
211
Spectrum Wealth Counsel
Indiana
$1.06M +$1.06M +29,115 New
CBFP
212
Cedar Brook Financial Partners
Ohio
$1.05M +$129K +3,551 +14%
BFEC
213
Benjamin F. Edwards & Company
Missouri
$1.03M -$62.4K -1,716 -6%
AAS
214
Avantax Advisory Services
Texas
$1.03M +$444K +12,202 +76%
UCFA
215
United Capital Financial Advisors
Texas
$1.02M +$1.02M +28,003 New
CPIG
216
Chicago Partners Investment Group
Illinois
$1.01M -$90.9K -2,505 -8%
FGAM
217
Financial Gravity Asset Management
Texas
$1.01M +$50.3K +80 +5%
RA
218
RFG Advisory
Alabama
$1.01M +$95.8K +2,635 +11%
WIA
219
Wetzel Investment Advisors
Indiana
$1M +$1M +27,517 New
FAM
220
Family Asset Management
South Carolina
$955K -$54.5K -1,500 -5%
DWM
221
Defined Wealth Management
Oregon
$938K -$767K -21,093 -45%
SWA
222
Sax Wealth Advisors
New Jersey
$935K -$116K -3,201 -11%
SA
223
Strategic Advocates
Utah
$881K +$174K +4,796 +25%
PIMG
224
Patriot Investment Management Group
Tennessee
$846K +$846K +23,261 New
CCM
225
Condor Capital Management
New Jersey
$827K +$827K +22,764 New
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