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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
GGS
251
Galvin Gaustad & Stein
Arizona
$305K +$302K +8,591 New
HI
252
Harbour Investments
Wisconsin
$295K -$8.23K -234 -3%
MLA
253
My Legacy Advisors
Oregon
$292K
GC
254
Gilbert & Cook
Iowa
$290K -$30.3K -863 -10%
RIA
255
Regal Investment Advisors
Michigan
$288K -$17.9K -509 -6%
MPW
256
Melone Private Wealth
Michigan
$286K +$1.62K +46 +0.6%
SEI Investments
257
SEI Investments
Pennsylvania
$285K +$282K +8,006 New
CWM
258
Congress Wealth Management
Massachusetts
$278K -$1.51K -43 -0.5%
PA
259
PFG Advisors
Arizona
$278K +$275K +7,816 New
IFA
260
Index Fund Advisors
California
$271K +$268K +7,620 New
GT
261
Glenview Trust
Kentucky
$271K +$268K +7,614 New
IF
262
IRON Financial
Illinois
$265K
Wealthfront Advisers
263
Wealthfront Advisers
California
$263K -$266K -7,553 -50%
RJTCONH
264
Raymond James Trust Company of New Hampshire
New Hampshire
$257K -$134K -3,798 -34%
PFA
265
Peak Financial Advisors
Colorado
$252K +$249K +7,084 New
BIA
266
Bigelow Investment Advisors
Maine
$242K
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$242K -$10.7K -304 -4%
SCA
268
Snowden Capital Advisors
New York
$240K -$681K -19,355 -74%
AWM
269
Alterna Wealth Management
Texas
$233K +$231K +6,566 New
SIA
270
Strategic Investment Advisors
Michigan
$228K -$1.76K -50 -0.8%
IWN
271
Independent Wealth Network
Iowa
$227K +$18.4K +524 +9%
DWP
272
Daymark Wealth Partners
Ohio
$225K +$223K +6,328 New
TCM
273
Triumph Capital Management
Colorado
$224K +$18.7K +532 +9%
JWCA
274
J.W. Cole Advisors
Florida
$221K -$176K -5,009 -45%
C1AG
275
Client 1st Advisory Group
Florida
$218K -$26.8K -761 -11%

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.