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iShares Broad USD High Yield Corporate Bond ETF

448 hedge funds and large institutions have $10.4B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 168 increasing their positions, 134 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

32% more capital invested

Capital invested by funds: $7.89B → $10.4B (+$2.5B)

25% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 134

10% more funds holding

Funds holding: 406448 (+42)

0.58% less ownership

Funds ownership: 86.93%86.35% (-0.58%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
448
Holders Change
+42
Holders Change %
+10.34%
% of All Funds
6.53%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
92
Increased
168
Reduced
134
Closed
45
Calls
$305K
Puts
Net Calls
+$305K
Net Calls Change
+$336K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.32B +$95M +2,708,258 +8%
Fisher Asset Management
2
Fisher Asset Management
Washington
$991M +$49.6M +1,414,856 +5%
Wells Fargo
3
Wells Fargo
California
$882M -$6.73M -191,990 -0.8%
BlackRock
4
BlackRock
New York
$873M +$691M +19,716,050 +459%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$570M +$548M +15,620,508 +22,803%
RJA
6
Raymond James & Associates
Florida
$454M +$9.44M +269,057 +2%
JSTA
7
Japan Science & Technology Agency
Japan
$405M
PP
8
Prudential plc
United Kingdom
$400M +$35.1M +1,001,334 +10%
Morgan Stanley
9
Morgan Stanley
New York
$252M +$189M +5,403,638 +355%
Charles Schwab
10
Charles Schwab
California
$203M -$37.6M -1,072,877 -16%
KAM
11
Kensington Asset Management
Texas
$186M +$179M +5,109,500 New
OPAM
12
Ocean Park Asset Management
California
$182M +$60.7M +1,732,083 +53%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$171M +$27.1M +772,468 +20%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$149M +$48.4M +1,379,694 +51%
Bank of America
15
Bank of America
North Carolina
$141M -$263M -7,509,038 -66%
APF
16
Alaska Permanent Fund
Alaska
$139M +$21M +600,000 +19%
TIAA Trust, National Association
17
TIAA Trust, National Association
North Carolina
$132M +$28.9M +825,462 +29%
TC
18
Toews Corporation
New Jersey
$114M +$110M +3,137,800 New
LPL Financial
19
LPL Financial
California
$112M +$20.2M +574,886 +23%
UBS Group
20
UBS Group
Switzerland
$111M +$3.76M +107,180 +4%
MIS
21
Morningstar Investment Services
Illinois
$109M +$49M +1,397,896 +88%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$88.6M +$18.5M +528,390 +28%
AssetMark Inc
23
AssetMark Inc
California
$70.4M -$3.2M -91,337 -5%
SWM
24
SigFig Wealth Management
California
$67.7M +$977K +27,862 +2%
AA
25
Advisory Alpha
Michigan
$66.7M -$6.89M -196,579 -10%