We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF
USHY

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: 14 → 18 (+4)

14% more capital invested

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

10% more funds holding

Funds holding: 286 → 315 (+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
–

Top Buyers

1
TF
TIAA FSB
Florida
+$318M
2
Citigroup
Citigroup
New York
+$106M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.2M
4
AA
Advisory Alpha
Michigan
+$53.8M
5
Truist Financial
Truist Financial
North Carolina
+$51.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$78.4M
2
FRBONY
Federal Reserve Bank of New York
New York
-$64.1M
3
BlackRock
BlackRock
New York
-$63.7M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$57.2M
5
Wells Fargo
Wells Fargo
California
-$39.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
226
Vivid Financial Management
California
$249K +$2.19K +53 +0.9%
PIMG
227
Patriot Investment Management Group
Tennessee
$249K +$247K +5,978 New
VA
228
Valmark Advisers
Ohio
$248K -$11.9K -288 -5%
TCA
229
Transcend Capital Advisors
New Jersey
$243K +$9.25K +224 +4%
ATC
230
Argent Trust Co
Tennessee
$238K +$236K +5,711 New
NA
231
NewEdge Advisors
Louisiana
$237K +$234K +5,673 New
CIAS
232
Capital Investment Advisory Services
North Carolina
$234K +$13.4K +324 +6%
LA
233
Latitude Advisors
Florida
$225K +$7.48K +181 +3%
ASN
234
Advisory Services Network
Georgia
$223K +$221K +5,344 New
WT
235
Whittier Trust
California
$219K – – –
IFG
236
Investors Financial Group
Minnesota
$215K +$213K +5,157 New
ACA
237
Atlas Capital Advisors
Wyoming
$209K +$207K +5,000 New
BAM
238
Belpointe Asset Management
Nevada
$178K +$22.5K +545 +15%
WP
239
WealthShield Partners
North Carolina
$154K +$4.21K +102 +3%
GWM
240
Geneos Wealth Management
Colorado
$141K -$5.87M -142,072 -98%
Fidelity Investments
241
Fidelity Investments
Massachusetts
$122K +$72.4K +1,754 +149%
GTAM
242
Global Trust Asset Management
Florida
$121K – – –
WTC
243
WhitTier Trust Company
Nevada
$86K – – –
CAL
244
Capital Analysts LLC
Pennsylvania
$80K +$33.7K +815 +75%
AF
245
Advisornet Financial
Minnesota
$75K -$2.02K -49 -3%
IRC
246
Investors Research Corp
Georgia
$73K – – –
AIP
247
Ameritas Investment Partners
Nebraska
$62K -$5.12K -124 -8%
CQS
248
Credential Qtrade Securities
$60.7K – – –
ASBI
249
American State Bank (Iowa)
Iowa
$60.7K +$50.2K +1,215 +506%
William Blair & Company
250
William Blair & Company
Illinois
$58K -$187K -4,522 -76%
8 9
10
11 12

USHY Hedge Fund Activity: Q2 2021 in Review

315 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2021, worth a combined $5.51B — up 14% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new USHY positions and 31 closed out — a net gain of 31 holders — while 155 added to existing stakes and 60 trimmed.

The largest buyer was TIAA FSB, adding an estimated $318M. The largest seller was Charles Schwab, cutting an estimated $78.4M.

  • 315 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2021, up from 286 in Q1 2021.
  • Funds reported $5.51B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 62 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2021 and 31 closed out, a net change of +31 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2021 was TIAA FSB, an estimated $318M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2021 was Charles Schwab, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2021.