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iShares Broad USD High Yield Corporate Bond ETF
USHY

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: 18 → 19 (+1)

3% more funds holding

Funds holding: 315 → 323 (+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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$158M
2
Northern Trust
Northern Trust
Illinois
+$97.5M
3
AC
Allstate Corporation
Illinois
+$85.8M
4
LPL Financial
LPL Financial
California
+$63.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.1M

Top Sellers

1
Citigroup
Citigroup
New York
-$110M
2
WI
WBI Investments
New Jersey
-$29.1M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$20.5M
4
CMF
Counterpoint Mutual Funds
California
-$17.8M
5
MIS
Morningstar Investment Services
Illinois
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
226
Baker Tilly Wealth Management
Wisconsin
$224K +$225K +5,407 New
CWA
227
Clearview Wealth Advisors
Oregon
$217K -$304K -7,321 -58%
IFG
228
Investors Financial Group
Minnesota
$212K -$2.2K -53 -1%
ACA
229
Atlas Capital Advisors
Wyoming
$208K – – –
ARC
230
Advisor Resource Council
Texas
$207K +$207K +4,976 New
BFA
231
Beacon Financial Advisory
Ohio
$201K +$201K +4,833 New
HighTower Advisors
232
HighTower Advisors
Illinois
$200K +$200K +4,809 New
WT
233
Whittier Trust
California
$160K -$57.6K -1,385 -26%
GTAM
234
Global Trust Asset Management
Florida
$120K – – –
GWM
235
Geneos Wealth Management
Colorado
$113K -$27.1K -652 -19%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$99K -$22.8K -549 -19%
WTC
237
WhitTier Trust Company
Nevada
$89K +$4.07K +98 +5%
LFG
238
Larson Financial Group
Missouri
$87K +$71.6K +1,722 +463%
CFD
239
Creative Financial Designs
Indiana
$84K -$233K -5,598 -73%
TLFA
240
True Link Financial Advisors
California
$79K +$78.9K +1,898 New
AF
241
Advisornet Financial
Minnesota
$73K -$1.66K -40 -2%
IRC
242
Investors Research Corp
Georgia
$72K -$83 -2 -0.1%
SIC
243
Salem Investment Counselors
North Carolina
$68K +$50.4K +1,212 +285%
CAL
244
Capital Analysts LLC
Pennsylvania
$67K -$12K -288 -15%
ASBI
245
American State Bank (Iowa)
Iowa
$60.4K – – –
AIP
246
Ameritas Investment Partners
Nebraska
$59K -$2.91K -70 -5%
LWM
247
Liberty Wealth Management
California
$54K +$1.75K +42 +3%
TRCT
248
Tower Research Capital (TRC)
New York
$50K -$201K -4,827 -80%
ETI
249
Enterprise Trust & Investment
California
$50K +$49.9K +1,200 New
DI
250
Disciplined Investments
Oklahoma
$45K +$45.2K +1,088 New
8 9
10
11 12

USHY Hedge Fund Activity: Q3 2021 in Review

323 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2021, worth a combined $5.69B — up 3.3% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USHY positions and 36 closed out — a net gain of 14 holders — while 142 added to existing stakes and 81 trimmed.

The largest buyer was Bank of America, adding an estimated $158M. The largest seller was Citigroup, cutting an estimated $110M.

  • 323 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $5.69B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 50 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2021 and 36 closed out, a net change of +14 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $158M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2021 was Citigroup, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2021.