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iShares Broad USD High Yield Corporate Bond ETF

286 hedge funds and large institutions have $4.84B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

13% more funds holding

Funds holding: 253286 (+33)

0.32% more ownership

Funds ownership: 65.88%66.2% (+0.32%)

1% less capital invested

Capital invested by funds: $4.9B → $4.84B (-$61.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $345K

Holders
286
Holders Change
+33
Holders Change %
+13.04%
% of All Funds
5.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
69
Increased
118
Reduced
71
Closed
36
Calls
Puts
$345K
Net Calls
-$345K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
ASBI
251
American State Bank (Iowa)
Iowa
$9.89K +$9.88K +240 New
FWM
252
Focused Wealth Management
New York
$9K
CAC
253
Certified Advisory Corp
Florida
$9K +$9.22K +224 New
MAM
254
Meeder Asset Management
Ohio
$7K
PCG
255
Private Capital Group
Connecticut
$7K +$41 +1 +0.6%
PA
256
Parallel Advisors
California
$7K +$3.62K +88 +116%
CTB
257
Country Trust Bank
Illinois
$7K +$6.5K +158 New
PSB
258
Piscataqua Savings Bank
New Hampshire
$7K +$7.08K +172 New
AIA
259
Arcadia Investment Advisors
Idaho
$6.01K
IA
260
IFP Advisors
Florida
$5K -$5.8K -141 -49%
FPS
261
Fieldpoint Private Securities
Connecticut
$5K +$4.82K +117 New
VFA
262
Valeo Financial Advisors
Indiana
$4K
GI
263
Gradient Investments
Minnesota
$4K +$1.36K +33 +49%
APWA
264
Atlas Private Wealth Advisors
New Jersey
$4K +$3.5K +85 New
GG
265
Gleason Group
Kentucky
$4K +$4.2K +102 New
CWP
266
Concord Wealth Partners
Virginia
$3K -$12.3K -299 -82%
LS
267
Leelyn Smith
Illinois
$3K -$41 -1 -2%
TAM
268
Tucker Asset Management
Colorado
$2.88K -$46.7K -1,134 -94%
HF
269
Halpern Financial
Virginia
$2.27K +$2.26K +55 New
SIS
270
Sound Income Strategies
Florida
$2.06K +$2.06K +50 New
CFA
271
Carroll Financial Associates
North Carolina
$2K +$1.07K +26 +90%
WWMSC
272
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$1.73K +42 New
CA
273
Clearstead Advisors
Ohio
$1K
LWM
274
Liberty Wealth Management
California
$1K
NFSG
275
Newbridge Financial Services Group
Florida
$1K

USHY Hedge Fund Activity: Q1 2021 in Review

286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2021, worth a combined $4.84B — down 1.3% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new USHY positions and 36 closed out — a net gain of 33 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $97.1M. The largest seller was BlackRock, cutting an estimated $200M.

  • 286 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2021, up from 253 in Q4 2020.
  • Funds reported $4.84B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 69 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2021 and 36 closed out, a net change of +33 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $97.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2021.