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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

450 hedge funds and large institutions have $9.6B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 189 increasing their positions, 140 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+4
Holders Change %
+0.9%
% of All Funds
6.52%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
62
Increased
189
Reduced
140
Closed
54
Calls
$234K
Puts
$4K
Net Calls
+$230K
Net Calls Change
-$75K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$108M
2
CMF
Counterpoint Mutual Funds
California
+$82.1M
3
PP
Prudential plc
United Kingdom
+$74.3M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$73.3M
5
Jane Street
Jane Street
New York
+$63.3M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$979M
2
BlackRock
BlackRock
New York
-$266M
3
Morgan Stanley
Morgan Stanley
New York
-$93.4M
4
KOC
Koss-Olinger Consulting
Florida
-$65M
5
MIS
Morningstar Investment Services
Illinois
-$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
201
PAX Financial Group
Texas
$1.37M +$52.2K +1,426 +4%
GAM
202
Gotham Asset Management
New York
$1.37M +$272K +7,438 +25%
NGA
203
Naples Global Advisors
Florida
$1.34M -$222K -6,055 -14%
Natixis Advisors
204
Natixis Advisors
Massachusetts
$1.33M -$502K -13,714 -27%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$1.33M -$278K -7,610 -17%
CBFP
206
Cedar Brook Financial Partners
Ohio
$1.32M +$273K +7,455 +26%
WIP
207
WealthCare Investment Partners
Rhode Island
$1.3M +$113K +3,098 +10%
CST
208
Charles Schwab Trust
Nevada
$1.29M -$11.6K -317 -0.9%
LGWM
209
Litman Gregory Wealth Management
California
$1.29M -$1.21K -33 -0.1%
CFGS
210
Concourse Financial Group Securities
Alabama
$1.26M +$1.11M +30,212 +715%
SI
211
Saxon Interests
Texas
$1.26M -$33.2K -906 -3%
PAG
212
Private Advisor Group
New Jersey
$1.16M -$34.1K -933 -3%
KPWS
213
Kestra Private Wealth Services
Texas
$1.15M +$61.1K +1,669 +6%
CPL
214
CAP Partners LLC
Tennessee
$1.12M -$144K -3,932 -11%
TSS
215
Two Sigma Securities
New York
$1.11M +$1.11M +30,304 New
PIMG
216
Patriot Investment Management Group
Tennessee
$1.1M +$253K +6,925 +30%
KCM
217
Kathmere Capital Management
Pennsylvania
$1.08M +$1.08M +29,468 New
UCFA
218
United Capital Financial Advisors
Texas
$1.04M +$17.3K +474 +2%
RW
219
RVW Wealth
California
$1.04M -$113K -3,098 -10%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$1.02M -$12.3K -335 -1%
WIA
221
Wetzel Investment Advisors
Indiana
$1.01M +$31.7K +887 +3%
CPIG
222
Chicago Partners Investment Group
Illinois
$1.01M +$7.15K +198 +0.7%
DWM
223
Defined Wealth Management
Oregon
$943K -$1.46K -40 -0.2%
SA
224
Strategic Advocates
Utah
$923K +$36K +985 +4%
SWC
225
Spectrum Wealth Counsel
Indiana
$900K -$165K -4,518 -16%
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