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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
AWM
251
Avaii Wealth Management
Wisconsin
$229K +$233K +5,892 New
AIM
252
Anchor Investment Management
South Carolina
$226K
WT
253
Whittier Trust
California
$218K +$59.3K +1,500 +36%
Citadel Advisors
254
Citadel Advisors
Florida
$218K +$221K +5,600 New
MPW
255
Monterey Private Wealth
California
$217K +$220K +5,567 New
SEA
256
Stegent Equity Advisors
Texas
$209K
NCM
257
Noesis Capital Mangement
Florida
$207K +$210K +5,321 New
BRWA
258
B. Riley Wealth Advisors
Florida
$204K -$430K -10,873 -68%
ACA
259
Atlas Capital Advisors
Wyoming
$194K
AWM
260
Atticus Wealth Management
Florida
$168K +$171K +4,334 New
WTC
261
WhitTier Trust Company
Nevada
$157K +$74.4K +1,882 +88%
AF
262
Advisornet Financial
Minnesota
$136K +$21.8K +552 +19%
GTAM
263
Global Trust Asset Management
Florida
$114K +$988 +25 +0.9%
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$92K +$55.6K +1,407 +148%
LFG
265
Larson Financial Group
Missouri
$81K
CWA
266
Clearview Wealth Advisors
Oregon
$79K -$79 -2 -0.1%
PFS
267
Prospera Financial Services
Texas
$79K +$80.3K +2,032 New
DI
268
Disciplined Investments
Oklahoma
$78K +$36.2K +915 +84%
CFO
269
CVA Family Office
Colorado
$78K +$79K +2,000 New
William Blair & Company
270
William Blair & Company
Illinois
$75K +$38K +961 +100%
ASBI
271
American State Bank (Iowa)
Iowa
$69K
CFD
272
Creative Financial Designs
Indiana
$68K -$1.58K -40 -2%
IRC
273
Investors Research Corp
Georgia
$68K
ACA
274
Aptus Capital Advisors
Alabama
$65K +$65.7K +1,662 New
CAL
275
Capital Analysts LLC
Pennsylvania
$63K

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.