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iShares Broad USD High Yield Corporate Bond ETF

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more funds holding

Funds holding: 453470 (+17)

0.51% more ownership

Funds ownership: 80.4%80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
251
Advisory Services Network
Georgia
$704K -$5.46K -151 -0.8%
NCM
252
Neumann Capital Management
California
$704K +$320K +8,850 +84%
DWM
253
Defined Wealth Management
Oregon
$700K -$234K -6,475 -25%
HCP
254
Hexagon Capital Partners
Arkansas
$687K +$25.5K +705 +4%
BPAMU
255
BTG Pactual Asset Management US
New York
$655K +$653K +18,067 New
IAIM
256
International Assets Investment Management
Florida
$649K -$19K -526 -3%
PWM
257
Provident Wealth Management
Tennessee
$645K +$6.83K +189 +1%
OAM
258
Occidental Asset Management
California
$629K -$127K -3,519 -17%
MWM
259
Modera Wealth Management
New Jersey
$627K +$75K +2,073 +14%
EFG
260
Ethos Financial Group
Pennsylvania
$604K -$16.5K -455 -3%
PWG
261
Portside Wealth Group
Utah
$598K +$134K +3,716 +29%
Mariner
262
Mariner
Kansas
$584K -$60.2K -1,664 -9%
DWT
263
Dorsey & Whitney Trust
South Dakota
$580K
GVAG
264
Great Valley Advisor Group
Delaware
$578K +$576K +15,943 New
NFP
265
Narus Financial Partners
Utah
$574K +$9.58K +265 +2%
PWA
266
Primoris Wealth Advisors
Florida
$533K +$532K +14,700 New
EWA
267
Emergent Wealth Advisors
New York
$532K +$99.4K +2,750 +23%
GCA
268
Genesee Capital Advisors
New York
$530K +$12.1K +336 +2%
PI
269
PFG Investments
New York
$522K -$1.91M -52,711 -79%
HI
270
Harbour Investments
Wisconsin
$516K +$169K +4,685 +49%
TCM
271
Twele Capital Management
Minnesota
$514K +$512K +14,167 New
Corient Private Wealth
272
Corient Private Wealth
Florida
$513K +$511K +14,139 New
Bank of Montreal
273
Bank of Montreal
Ontario, Canada
$504K -$28.2M -779,806 -98%
FA
274
Fiducient Advisors
Illinois
$497K -$254K -7,034 -34%
SAG
275
SageView Advisory Group
California
$496K

USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.