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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

42 hedge funds and large institutions have $650M invested in iShares Broad USD High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
+20
Holders Change %
+90.91%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
13
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$361M
2
CSIA
2
Charles Schwab Investment Advisory
California
$183M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$30.2M
4
EWA
4
ERTS Wealth Advisors
Michigan
$12.9M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$41M

Top Sellers

1
FWM
1
Focused Wealth Management
New York
$82K
2
RA
2
RFG Advisory
Alabama
$1.4M
3
BFG
3
Barber Financial Group
Kansas
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
SMM
5
Stadion Money Management
Georgia
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$361M 7,411,318 +7,411,318 New
CSIA
2
Charles Schwab Investment Advisory
California
$183M 3,754,980 +1,075,286 +40%
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$41M 841,708 +68,108 +9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$30.2M 724,111 +724,111 New
EWA
5
ERTS Wealth Advisors
Michigan
$12.9M 265,094 +119,742 +82%
SAM
6
Securian Asset Management
Minnesota
$3.02M 62,098 – –
Citadel Advisors
7
Citadel Advisors
Florida
$2.84M 58,353 +53,348 +1,066%
CCMG
8
Clark Capital Management Group
Pennsylvania
$2.3M 47,281 +47,281 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.95M 39,978 +38,005 +1,926%
SMM
10
Stadion Money Management
Georgia
$1.65M 33,900 -6,162 -15%
PFM
11
Phillips Financial Management
Indiana
$1.63M 33,727 +6,238 +23%
RA
12
RFG Advisory
Alabama
$1.4M 28,744 -51,521 -64%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.23M 25,182 +6,803 +37%
Ameriprise
14
Ameriprise
Minnesota
$1.04M 21,367 +21,367 New
BWFA
15
Baltimore-Washington Financial Advisors
Maryland
$820K 16,864 +10,976 +186%
CM
16
Columbus Macro
Pennsylvania
$765K 15,708 +2,191 +16%
FMT
17
First Mercantile Trust
Tennessee
$637K 13,083 +13,083 New
FAAS
18
First Allied Advisory Services
California
$600K 12,321 -1,742 -12%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$560K 11,499 +6,791 +144%
KBFS
20
Kohmann Bosshard Financial Services
Ohio
$391K 8,035 +348 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$294K 6,035 +6,035 New
US Bancorp
22
US Bancorp
Minnesota
$278K 5,714 +5,714 New
PAG
23
Pinnacle Advisory Group
Maryland
$266K 5,472 +5,472 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
– – – –
FWM
25
Focused Wealth Management
New York
$82K 1,675 -201,583 -99%
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