Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF include New Capital Management LP, and Strategic Financial Partners, Ltd. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8,584 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21,924 | 3.25 | 1,016 | 7.29 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 512 | 23 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 36,813 | 192.63 | 1,705 | 204.29 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4,665 | 35,784.62 | 216 | |||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 52,196 | 21.12 | 2,417 | 25.89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 18,140 | 5.10 | 840 | 9.23 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 30,890 | 1.25 | 1,431 | 5.22 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 10,217 | 473 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7,313 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 24,174 | 31.02 | 1,120 | 36.13 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 9,304 | 111.74 | 431 | 120.51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 65,402 | 3.69 | 3,029 | 7.76 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 44,541 | 2,063 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12,130 | 5.48 | 562 | 9.57 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 148,188 | 96.90 | 6,839 | 103.75 |
