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iShares Broad USD High Yield Corporate Bond ETF

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more funds holding

Funds holding: 453470 (+17)

0.51% more ownership

Funds ownership: 80.4%80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
226
Strategic Advocates
Utah
$929K +$13.6K +375 +1%
FHA
227
Flagship Harbor Advisors
Massachusetts
$916K +$317K +8,755 +53%
RW
228
RVW Wealth
California
$913K -$117K -3,233 -11%
AFG
229
Atomi Financial Group
New York
$907K +$362K +10,012 +67%
AWM
230
Apollon Wealth Management
South Carolina
$872K +$35.5K +982 +4%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$851K -$164K -4,530 -16%
TAM
232
Titleist Asset Management
Texas
$845K +$242K +6,690 +40%
CCM
233
Condor Capital Management
New Jersey
$833K +$7.3K +202 +0.9%
DC
234
Davenport & Co
Virginia
$826K +$140K +3,874 +21%
OMC
235
Old Mission Capital
Illinois
$821K -$9.14M -252,657 -92%
BJL
236
Brighton Jones LLC
Washington
$816K +$154K +4,256 +23%
WAS
237
Winch Advisory Services
Wisconsin
$807K +$265K +7,342 +49%
FAM
238
Family Asset Management
South Carolina
$789K -$63.2K -1,749 -7%
BAM
239
BTS Asset Management
Massachusetts
$785K -$72.1K -1,995 -8%
Millennium Management
240
Millennium Management
New York
$781K -$807K -22,311 -51%
CPL
241
CAP Partners LLC
Tennessee
$773K -$341K -9,433 -31%
PBF
242
Petix & Botte Financial
California
$760K -$6.22M -171,975 -89%
CA
243
CGN Advisors
Kansas
$755K -$64.3K -1,777 -8%
Balyasny Asset Management
244
Balyasny Asset Management
Illinois
$742K +$739K +20,452 New
IA
245
IFG Advisory
Georgia
$739K +$49.8K +1,378 +7%
SWC
246
Spectrum Wealth Counsel
Indiana
$722K -$170K -4,694 -19%
HT
247
Headlands Technologies
Illinois
$713K +$680K +18,795 +2,222%
AWM
248
Avior Wealth Management
Nebraska
$711K -$2.02K -56 -0.3%
IWN
249
Independent Wealth Network
Iowa
$710K +$107K +2,961 +18%
SF
250
Summit Financial
New Jersey
$706K +$332K +9,184 +89%

USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.