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iShares Broad USD High Yield Corporate Bond ETF

448 hedge funds and large institutions have $10.4B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 168 increasing their positions, 134 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

32% more capital invested

Capital invested by funds: $7.89B → $10.4B (+$2.5B)

25% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 134

10% more funds holding

Funds holding: 406448 (+42)

0.58% less ownership

Funds ownership: 86.93%86.35% (-0.58%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
448
Holders Change
+42
Holders Change %
+10.34%
% of All Funds
6.53%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
92
Increased
168
Reduced
134
Closed
45
Calls
$305K
Puts
Net Calls
+$305K
Net Calls Change
+$336K
Name Holding Trade Value Shares
Change
Change in
Stake
NFP
251
Narus Financial Partners
Utah
$550K -$41.1K -1,173 -7%
MWM
252
Modera Wealth Management
New Jersey
$547K +$37.4K +1,067 +8%
AFG
253
Atomi Financial Group
New York
$537K +$160K +4,558 +45%
LSA
254
L & S Advisors
California
$518K -$32.2K -919 -6%
PWG
255
Portside Wealth Group
Utah
$515K -$21K -600 -4%
CA
256
CSM Advisors
Pennsylvania
$500K -$87.7K -2,500 -15%
NRA
257
NSI Retail Advisors
Pennsylvania
$500K -$87.7K -2,500 -15%
Mariner
258
Mariner
Kansas
$494K -$97.5K -2,780 -17%
Lido Advisors
259
Lido Advisors
California
$487K -$597K -17,038 -56%
Wealth Enhancement Advisory Services
260
Wealth Enhancement Advisory Services
Minnesota
$482K +$3.26K +93 +0.7%
HCP
261
Hexagon Capital Partners
Arkansas
$461K +$212K +6,056 +92%
WAM
262
Wakefield Asset Management
Colorado
$459K -$4.66K -133 -1%
AWM
263
Avaii Wealth Management
Wisconsin
$456K -$88K -2,510 -17%
AWM
264
Avior Wealth Management
Nebraska
$439K +$30.8K +879 +8%
AWM
265
Adams Wealth Management
Utah
$432K -$276K -7,869 -40%
SF
266
Summit Financial
New Jersey
$431K -$97.9K -2,791 -19%
CA
267
Continuum Advisory
Idaho
$420K +$6.73K +192 +2%
NPT
268
National Philanthropic Trust
Pennsylvania
$418K +$404K +11,507 New
SPWG
269
Syntegra Private Wealth Group
Missouri
$417K
ATC
270
Argent Trust Co
Tennessee
$412K +$36.3K +1,035 +10%
PI
271
PFG Investments
New York
$410K -$24.8K -706 -6%
BBA
272
Braun-Bostich & Associates
Pennsylvania
$406K +$391K +11,164 New
AWM
273
Alterna Wealth Management
Texas
$405K -$401K -11,436 -51%
HWA
274
HHM Wealth Advisors
Tennessee
$403K
SCM
275
Sheridan Capital Management
California
$401K +$387K +11,036 New

USHY Hedge Fund Activity: Q4 2023 in Review

448 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2023, worth a combined $10.4B — up 32% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new USHY positions and 45 closed out — a net gain of 47 holders — while 168 added to existing stakes and 134 trimmed.

The largest buyer was BlackRock, adding an estimated $691M. The largest seller was Bank of America, cutting an estimated $263M.

  • 448 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2023, up from 406 in Q3 2023.
  • Funds reported $10.4B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2023, up 32% quarter-over-quarter.
  • 92 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2023 and 45 closed out, a net change of +47 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2023 was BlackRock, an estimated $691M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2023 was Bank of America, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2023.