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iShares Broad USD High Yield Corporate Bond ETF

359 hedge funds and large institutions have $6.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 71

123% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 35

11% more funds holding

Funds holding: 323359 (+36)

10% more capital invested

Capital invested by funds: $5.69B → $6.23B (+$546M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3.31% more ownership

Funds ownership: 71.56%74.87% (+3.3%)

Holders
359
Holders Change
+36
Holders Change %
+11.15%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.31%
New
78
Increased
162
Reduced
71
Closed
35
Calls
$185K
Puts
Net Calls
+$185K
Net Calls Change
+$185K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
Regal Investment Advisors
Michigan
$332K -$920K -22,372 -74%
LWM
227
Laidlaw Wealth Management
New York
$323K +$6.66K +162 +2%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$320K +$40.8K +993 +15%
Creative Planning
229
Creative Planning
Kansas
$318K -$155K -3,761 -33%
MPM
230
Meritage Portfolio Management
Kansas
$312K -$102K -2,482 -25%
WWM
231
WT Wealth Management
Arizona
$302K
PIMG
232
Patriot Investment Management Group
Tennessee
$301K +$55.4K +1,348 +23%
SW
233
SteelPeak Wealth
California
$298K +$47.7K +1,161 +19%
CCM
234
Crabel Capital Management
California
$298K +$297K +7,223 New
AWA
235
Arete Wealth Advisors
Illinois
$292K +$292K +7,106 New
ACP
236
Aveo Capital Partners
Colorado
$291K +$40.1K +975 +16%
AAS
237
Avantax Advisory Services
Texas
$291K +$291K +7,069 New
SPC
238
Sigma Planning Corp
Michigan
$285K +$10.7K +261 +4%
CWA
239
Centennial Wealth Advisory
Michigan
$280K -$107K -2,606 -28%
KBFS
240
Kohmann Bosshard Financial Services
Ohio
$279K -$92.3K -2,245 -25%
BTWM
241
Baker Tilly Wealth Management
Wisconsin
$277K +$53.7K +1,307 +24%
CP
242
Camelot Portfolios
Ohio
$275K +$275K +6,685 New
CA
243
Cetera Advisors
Colorado
$266K +$265K +6,455 New
JCM
244
Jacobi Capital Management
Pennsylvania
$263K +$251K +6,116 +2,224%
CM
245
Columbus Macro
Pennsylvania
$261K -$8.22K -200 -3%
IFG
246
Investors Financial Group
Minnesota
$257K +$46.8K +1,137 +22%
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$253K -$165K -4,020 -40%
AIM
248
Anchor Investment Management
South Carolina
$240K +$239K +5,824 New
NB
249
NBT Bank
New York
$230K +$229K +5,580 New
CIAS
250
Capital Investment Advisory Services
North Carolina
$229K -$1.85K -45 -0.8%

USHY Hedge Fund Activity: Q4 2021 in Review

359 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2021, worth a combined $6.23B — up 9.6% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new USHY positions and 35 closed out — a net gain of 43 holders — while 162 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $27.1M.

  • 359 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2021, up from 323 in Q3 2021.
  • Funds reported $6.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2021, up 9.6% quarter-over-quarter.
  • 78 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2021 and 35 closed out, a net change of +43 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $205M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2021.