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iShares Broad USD High Yield Corporate Bond ETF

286 hedge funds and large institutions have $4.84B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

13% more funds holding

Funds holding: 253286 (+33)

0.32% more ownership

Funds ownership: 65.88%66.2% (+0.32%)

1% less capital invested

Capital invested by funds: $4.9B → $4.84B (-$61.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $345K

Holders
286
Holders Change
+33
Holders Change %
+13.04%
% of All Funds
5.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
69
Increased
118
Reduced
71
Closed
36
Calls
Puts
$345K
Net Calls
-$345K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
APC
226
Aspire Private Capital
North Carolina
$61K -$132K -3,207 -68%
CQS
227
Credential Qtrade Securities
$59.9K +$59.9K +1,456 New
SWM
228
Spire Wealth Management
Virginia
$58K +$58.2K +1,415 New
SL
229
Savior LLC
Massachusetts
$48K
Fidelity Investments
230
Fidelity Investments
Massachusetts
$48K +$36.9K +896 +322%
BAMG
231
Brand Asset Management Group
Missouri
$45K +$45K +1,092 New
CAL
232
Capital Analysts LLC
Pennsylvania
$45K +$45K +1,092 New
FFC
233
Fure Financial Corporation
Minnesota
$34K +$29.5K +717 +593%
AWM
234
Accel Wealth Management
Iowa
$31K +$27.7K +673 +765%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$31K +$30.9K +750 New
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$29K +$4.24K +103 +17%
MF
237
Manchester Financial
California
$27K +$27.2K +660 New
PWMG
238
Prestige Wealth Management Group
New Jersey
$23K -$9.92K -241 -30%
AFS
239
Annapolis Financial Services
Maryland
$21K
FF
240
FourThought Financial
Florida
$20K -$8.07K -196 -28%
TFGT
241
TS Financial Group (TSFG)
Illinois
$20K -$4.24K -103 -18%
RFA
242
Reilly Financial Advisors
California
$17K +$17.1K +416 New
GEA
243
Glen Eagle Advisors
New Jersey
$15.4K
JCM
244
Jacobi Capital Management
Pennsylvania
$15K -$2.14K -52 -13%
VRM
245
Vectors Research Management
New York
$14K -$6.5K -158 -32%
LFG
246
Larson Financial Group
Missouri
$13K
FHA
247
First Horizon Advisors
Tennessee
$12K +$3.33K +81 +37%
VNA
248
Valley National Advisers
Pennsylvania
$12K +$11.7K +283 +7,075%
IF
249
Ironwood Financial
Arizona
$10K
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$10K +$9.8K +238 New

USHY Hedge Fund Activity: Q1 2021 in Review

286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2021, worth a combined $4.84B — down 1.3% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new USHY positions and 36 closed out — a net gain of 33 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $97.1M. The largest seller was BlackRock, cutting an estimated $200M.

  • 286 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2021, up from 253 in Q4 2020.
  • Funds reported $4.84B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 69 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2021 and 36 closed out, a net change of +33 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $97.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2021.