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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
226
Argent Trust Co
Tennessee
$397K +$30.7K +872 +8%
M&T Bank
227
M&T Bank
New York
$396K +$392K +11,152 New
SAG
228
SageView Advisory Group
California
$395K -$347K -9,872 -47%
BFG
229
Beacon Financial Group
Texas
$395K
HWA
230
HHM Wealth Advisors
Tennessee
$395K
PI
231
PFG Investments
New York
$392K +$388K +11,036 New
AWM
232
Axxcess Wealth Management
California
$392K +$5.06K +144 +1%
BBA
233
Braun-Bostich & Associates
Pennsylvania
$384K +$11.7K +333 +3%
AWM
234
Avior Wealth Management
Nebraska
$383K +$1.23K +35 +0.3%
HCA
235
Harbour Capital Advisors
Virginia
$374K -$4.75K -135 -1%
BAM
236
Baldrige Asset Management
Pennsylvania
$373K +$29.2K +829 +9%
AFG
237
ABLE Financial Group
Arizona
$372K +$368K +10,462 New
AAS
238
Avantax Advisory Services
Texas
$367K +$29.8K +848 +9%
CFS
239
Cannon Financial Strategists
Georgia
$364K +$140K +3,995 +64%
SL
240
Sentinus LLC
Illinois
$358K +$354K +10,065 New
BJL
241
Brighton Jones LLC
Washington
$350K +$346K +9,853 New
UWM
242
USAdvisors Wealth Management
Minnesota
$345K
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$343K -$32.2K -916 -9%
AIA
244
Ally Invest Advisors
North Carolina
$342K +$338K +9,613 New
RS
245
Retirement Solution
Washington
$335K +$20.3K +577 +7%
WBCM
246
Wilson & Boucher Capital Management
California
$334K
SB
247
Strategic Blueprint
Georgia
$321K -$5.24K -149 -2%
AP
248
Arlington Partners
Alabama
$320K +$316K +9,000 New
CFGS
249
Concourse Financial Group Securities
Alabama
$319K -$15.1K -428 -5%
CCFCSB
250
Cape Cod Five Cents Savings Bank
Massachusetts
$313K -$480K -13,646 -61%

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.