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iShares Broad USD High Yield Corporate Bond ETF
USHY

315 hedge funds and large institutions have $5.51B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 60

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

14% more capital invested

Capital invested by funds: $4.84B → $5.51B (+$670M)

10% more funds holding

Funds holding: 286 → 315 (+29)

0.65% less ownership

Funds ownership: 66.2% → 65.55% (-0.65%)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.48%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
62
Increased
155
Reduced
60
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$318M
2
Citigroup
Citigroup
New York
+$106M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.2M
4
AA
Advisory Alpha
Michigan
+$53.8M
5
Truist Financial
Truist Financial
North Carolina
+$51.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$78.4M
2
FRBONY
Federal Reserve Bank of New York
New York
-$64.1M
3
BlackRock
BlackRock
New York
-$63.7M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$57.2M
5
Wells Fargo
Wells Fargo
California
-$39.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
251
Spire Wealth Management
Virginia
$53K -$6.24K -151 -11%
LWM
252
Liberty Wealth Management
California
$53K +$51.1K +1,237 +4,581%
SL
253
Savior LLC
Massachusetts
$49K – – –
CP
254
Castleview Partners
Texas
$49K +$48.7K +1,180 New
IA
255
IFP Advisors
Florida
$38K +$33.4K +808 +542%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$36K +$6.32K +153 +22%
MAM
257
Meeder Asset Management
Ohio
$34K +$26.5K +642 +373%
AWM
258
Accel Wealth Management
Iowa
$32K – – –
APC
259
Aspire Private Capital
North Carolina
$24K -$37.6K -910 -61%
PWMG
260
Prestige Wealth Management Group
New Jersey
$23K – – –
TFGT
261
TS Financial Group (TSFG)
Illinois
$20K – – –
BAM
262
Baldrige Asset Management
Pennsylvania
$20K +$20K +485 New
SIC
263
Salem Investment Counselors
North Carolina
$18K +$17.6K +425 New
KFI
264
Key Financial Inc
Pennsylvania
$17K +$17K +412 New
LFG
265
Larson Financial Group
Missouri
$16K +$2.52K +61 +20%
FF
266
FourThought Financial
Florida
$15K -$5.25K -127 -25%
FHA
267
First Horizon Advisors
Tennessee
$15K +$3.8K +92 +31%
VRM
268
Vectors Research Management
New York
$14K – – –
TCWA
269
Ten Capital Wealth Advisors
Washington
$14K +$13.5K +328 New
CWM
270
Cedar Wealth Management
California
$13K +$13.2K +319 New
VNA
271
Valley National Advisers
Pennsylvania
$12K – – –
GI
272
Gradient Investments
Minnesota
$12K +$7.39K +179 +177%
KFS
273
Kelly Financial Services
Massachusetts
$12K +$20.3K +491 +4,092%
GEA
274
Glen Eagle Advisors
New Jersey
$11.4K -$4.09K -99 -27%
IF
275
Ironwood Financial
Arizona
$10K +$248 +6 +3%
9 10
11
12 13

USHY Hedge Fund Activity: Q2 2021 in Review

315 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2021, worth a combined $5.51B — up 14% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new USHY positions and 31 closed out — a net gain of 31 holders — while 155 added to existing stakes and 60 trimmed.

The largest buyer was TIAA FSB, adding an estimated $318M. The largest seller was Charles Schwab, cutting an estimated $78.4M.

  • 315 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2021, up from 286 in Q1 2021.
  • Funds reported $5.51B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 62 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2021 and 31 closed out, a net change of +31 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2021 was TIAA FSB, an estimated $318M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2021 was Charles Schwab, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2021.