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iShares Broad USD High Yield Corporate Bond ETF

315 hedge funds and large institutions have $5.51B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 60

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

14% more capital invested

Capital invested by funds: $4.84B → $5.51B (+$670M)

10% more funds holding

Funds holding: 286315 (+29)

0.65% less ownership

Funds ownership: 66.2%65.55% (-0.65%)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.48%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
62
Increased
155
Reduced
60
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$785M +$43.5M +1,053,765 +6%
LPL Financial
2
LPL Financial
California
$542M +$46.7M +1,131,117 +10%
RJA
3
Raymond James & Associates
Florida
$459M +$29.3M +709,824 +7%
Wells Fargo
4
Wells Fargo
California
$415M -$39.9M -965,607 -9%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$365M +$15.2M +367,291 +4%
TF
6
TIAA FSB
Florida
$331M +$318M +7,688,668 +3,014%
AHSSHC
7
Adventist Health System Sunbelt Healthcare Corp
Florida
$288M +$8.49M +205,482 +3%
APF
8
Alaska Permanent Fund
Alaska
$242M +$28.9M +700,000 +14%
Citigroup
9
Citigroup
New York
$156M +$106M +2,575,892 +223%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$151M +$64.2M +1,554,455 +76%
UBS Group
11
UBS Group
Switzerland
$138M +$6.48M +156,916 +5%
CMF
12
Counterpoint Mutual Funds
California
$99.5M +$98.5M +2,384,939 New
AssetMark Inc
13
AssetMark Inc
California
$90.2M +$3.21M +77,785 +4%
MIS
14
Morningstar Investment Services
Illinois
$72.2M +$4.91M +118,962 +7%
AC
15
Allstate Corporation
Illinois
$71M -$35.2M -852,000 -33%
Truist Financial
16
Truist Financial
North Carolina
$60.7M +$51.4M +1,244,218 +591%
Charles Schwab
17
Charles Schwab
California
$55.7M -$78.4M -1,898,114 -59%
WI
18
WBI Investments
New Jersey
$54.4M -$12M -289,873 -18%
AA
19
Advisory Alpha
Michigan
$54.4M +$53.8M +1,303,738 New
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$54.2M
CCMG
21
Clark Capital Management Group
Pennsylvania
$49.4M +$1.42M +34,296 +3%
American Century Companies
22
American Century Companies
Missouri
$41.6M -$6.93M -167,903 -14%
MIM
23
Morningstar Investment Management
Illinois
$37.1M +$7.81M +189,080 +27%
RCYC
24
Richard C. Young & Co
Rhode Island
$35.4M +$792K +19,186 +2%
EWA
25
ERTS Wealth Advisors
Michigan
$31.1M +$5.6M +135,533 +22%