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iShares Broad USD High Yield Corporate Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $1.15B invested in iShares Broad USD High Yield Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 29 increasing their positions, 3 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+26
Holders Change %
+61.9%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
34
Increased
29
Reduced
3
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$403M
2
Bank of America
2
Bank of America
North Carolina
$390M
3
WI
3
WBI Investments
New Jersey
$60.7M
4
RIM
4
Redwood Investment Management
Arizona
$8.58M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.19M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$146M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RA
3
RFG Advisory
Alabama
$366K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
FWM
5
Focused Wealth Management
New York
$23K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$403M 9,841,282 +9,839,672 +611,160%
Bank of America
2
Bank of America
North Carolina
$390M 9,528,447 +2,117,129 +29%
CSIA
3
Charles Schwab Investment Advisory
California
$146M 3,560,198 -194,782 -5%
WI
4
WBI Investments
New Jersey
$60.7M 1,482,625 +1,482,625 New
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$39.1M 956,188 +114,480 +14%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$30.2M 724,111 – –
EWA
7
ERTS Wealth Advisors
Michigan
$14.5M 353,133 +88,039 +33%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.19M 224,487 +199,305 +791%
RIM
9
Redwood Investment Management
Arizona
$8.58M 209,517 +209,517 New
US Bancorp
10
US Bancorp
Minnesota
$5.32M 130,017 +124,303 +2,175%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$4.51M 110,040 +70,062 +175%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.35M 106,199 +100,164 +1,660%
FMT
13
First Mercantile Trust
Tennessee
$3.64M 88,826 +75,743 +579%
SAM
14
Securian Asset Management
Minnesota
$3.05M 74,517 +12,419 +20%
NFG
15
Next Financial Group
Texas
$2.6M 63,586 +63,586 New
CCMG
16
Clark Capital Management Group
Pennsylvania
$2.42M 59,173 +11,892 +25%
VCM
17
Virtue Capital Management
Tennessee
$2.37M 57,983 +57,983 New
PFM
18
Phillips Financial Management
Indiana
$1.98M 48,404 +14,677 +44%
MGIA
19
Moneta Group Investment Advisors
Missouri
$1.65M 40,327 +40,327 New
SMM
20
Stadion Money Management
Georgia
$1.55M 37,840 +3,940 +12%
WP
21
WealthSource Partners
California
$1.24M 30,201 +30,201 New
NGA
22
Naples Global Advisors
Florida
$1.14M 27,785 +27,785 New
Ameriprise
23
Ameriprise
Minnesota
$1.1M 26,813 +5,446 +25%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$1.01M 24,544 +24,544 New
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$972K 23,747 +6,883 +41%
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