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iShares Broad USD High Yield Corporate Bond ETF

350 hedge funds and large institutions have $5.13B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 101

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 359350 (-9)

9.38% less ownership

Funds ownership: 74.87%65.49% (-9.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

18% less capital invested

Capital invested by funds: $6.23B → $5.13B (-$1.11B)

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
68
Increased
128
Reduced
101
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
226
Saxon Interests
Texas
$384K -$4.7K -119 -1%
FAIM
227
Financial Advocates Investment Management
Washington
$380K -$1.17M -29,482 -75%
ATC
228
Argent Trust Co
Tennessee
$378K -$9.84K -249 -3%
UWM
229
USAdvisors Wealth Management
Minnesota
$377K
SFO
230
Stokes Family Office
Louisiana
$376K +$382K +9,668 New
LWAC
231
Laurel Wealth Advisors (California)
California
$374K +$381K +9,633 New
BAM
232
Baldrige Asset Management
Pennsylvania
$369K +$247K +6,250 +193%
IGWM
233
ICA Group Wealth Management
Colorado
$354K +$380K +9,627 New
RS
234
Retirement Solution
Washington
$349K +$355K +8,990 New
C1AG
235
Client 1st Advisory Group
Florida
$341K -$78.1K -1,977 -18%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$340K +$39.5K +999 +13%
GC
237
Gilbert & Cook
Iowa
$328K -$37.5K -949 -10%
LA
238
LexAurum Advisors
Kansas
$297K -$21.1K -534 -7%
MPM
239
Meritage Portfolio Management
Kansas
$296K +$1.78K +45 +0.6%
IWC
240
Integrated Wealth Concepts
Massachusetts
$292K -$3.98M -100,612 -93%
CB
241
Commerce Bank
Missouri
$291K -$271K -6,854 -48%
AAS
242
Avantax Advisory Services
Texas
$285K +$6.13K +155 +2%
PIMG
243
Patriot Investment Management Group
Tennessee
$284K
SPC
244
Sigma Planning Corp
Michigan
$281K +$12.6K +320 +5%
GP
245
Girard Partners
Pennsylvania
$264K +$269K +6,804 New
OWA
246
One Wealth Advisors
California
$241K +$245K +6,193 New
TRCT
247
Tower Research Capital (TRC)
New York
$237K +$241K +6,100 New
RTS
248
Round Table Services
New Jersey
$236K -$116K -2,927 -33%
CP
249
Camelot Portfolios
Ohio
$235K -$25.4K -643 -10%
Wealthfront Advisers
250
Wealthfront Advisers
California
$230K +$233K +5,907 New

USHY Hedge Fund Activity: Q1 2022 in Review

350 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2022, worth a combined $5.13B — down 18% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of USHY and 68 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 128 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $81.1M. The largest seller was LPL Financial, cutting an estimated $436M.

  • 350 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $5.13B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 68 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $81.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $436M sold.

Based on aggregated 13F filings for Q1 2022.