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iShares Broad USD High Yield Corporate Bond ETF

323 hedge funds and large institutions have $5.69B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 81

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

6.01% more ownership

Funds ownership: 65.55%71.56% (+6%)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

3% more funds holding

Funds holding: 315323 (+8)

3% more capital invested

Capital invested by funds: $5.51B → $5.69B (+$182M)

Holders
323
Holders Change
+8
Holders Change %
+2.54%
% of All Funds
5.65%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
50
Increased
142
Reduced
81
Closed
36
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
$938M +$158M +3,801,823 +20%
LPL Financial
2
LPL Financial
California
$602M +$63.2M +1,519,550 +12%
RJA
3
Raymond James & Associates
Florida
$478M +$22M +528,266 +5%
Wells Fargo
4
Wells Fargo
California
$414M +$1.51M +36,375 +0.4%
TF
5
TIAA FSB
Florida
$343M +$13.5M +325,609 +4%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$341M -$5.31M -127,739 -1%
AHSSHC
7
Adventist Health System Sunbelt Healthcare Corp
Florida
$307M +$20.5M +493,400 +7%
APF
8
Alaska Permanent Fund
Alaska
$241M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$200M +$50.1M +1,206,513 +33%
AC
10
Allstate Corporation
Illinois
$156M +$85.8M +2,064,235 +121%
UBS Group
11
UBS Group
Switzerland
$143M +$6.29M +151,267 +5%
AssetMark Inc
12
AssetMark Inc
California
$90.5M +$788K +18,956 +0.9%
CMF
13
Counterpoint Mutual Funds
California
$81.2M -$17.8M -429,392 -18%
Truist Financial
14
Truist Financial
North Carolina
$73.8M +$13.5M +323,865 +22%
AA
15
Advisory Alpha
Michigan
$57.9M +$3.75M +90,258 +7%
Charles Schwab
16
Charles Schwab
California
$57.4M +$1.98M +47,692 +4%
MIS
17
Morningstar Investment Services
Illinois
$54.4M -$17.5M -421,477 -24%
American Century Companies
18
American Century Companies
Missouri
$54.2M +$12.8M +308,600 +31%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$54M
CCMG
20
Clark Capital Management Group
Pennsylvania
$50.8M +$1.63M +39,274 +3%
Citigroup
21
Citigroup
New York
$44.6M -$110M -2,656,919 -71%
RCYC
22
Richard C. Young & Co
Rhode Island
$35.6M +$392K +9,421 +1%
MIM
23
Morningstar Investment Management
Illinois
$33.4M -$3.5M -84,179 -9%
Osaic Holdings
24
Osaic Holdings
Arizona
$31.8M +$2.56M +61,556 +9%
PA
25
PPM America
Illinois
$30.8M +$30.8M +742,096 New