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iShares Broad USD High Yield Corporate Bond ETF

500 hedge funds and large institutions have $17.1B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

64% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 136

59% more capital invested

Capital invested by funds: $10.7B → $17.1B (+$6.35B)

7.61% more ownership

Funds ownership: 80.92%88.53% (+7.6%)

6% more funds holding

Funds holding: 470500 (+30)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

Holders
500
Holders Change
+30
Holders Change %
+6.38%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
83
Increased
223
Reduced
136
Closed
49
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
251
Titleist Asset Management
Texas
$916K +$38.2K +1,034 +4%
IWN
252
Independent Wealth Network
Iowa
$883K +$143K +3,859 +20%
CCM
253
Condor Capital Management
New Jersey
$864K -$443 -12 -0.1%
AWM
254
Apollon Wealth Management
South Carolina
$849K -$55.8K -1,511 -6%
TCM
255
Twele Capital Management
Minnesota
$826K +$287K +7,780 +55%
CPL
256
CAP Partners LLC
Tennessee
$824K +$21.3K +576 +3%
SA
257
Strategic Advocates
Utah
$822K -$139K -3,769 -15%
NCM
258
Neumann Capital Management
California
$819K +$86.8K +2,350 +12%
AFG
259
Atomi Financial Group
New York
$815K -$124K -3,352 -13%
FAM
260
Family Asset Management
South Carolina
$808K -$11.1K -301 -1%
BJL
261
Brighton Jones LLC
Washington
$807K -$39.1K -1,059 -5%
CA
262
CGN Advisors
Kansas
$792K +$7.65K +207 +1%
PBF
263
Petix & Botte Financial
California
$770K -$18.3K -496 -2%
DWM
264
Defined Wealth Management
Oregon
$743K +$16.3K +442 +2%
PWG
265
Portside Wealth Group
Utah
$735K +$112K +3,024 +18%
AWA
266
Arkadios Wealth Advisors
Georgia
$720K +$339K +9,167 +92%
HCP
267
Hexagon Capital Partners
Arkansas
$706K -$6.5K -176 -0.9%
WCM
268
Windsor Capital Management
Arizona
$705K +$267K +7,235 +63%
ASN
269
Advisory Services Network
Georgia
$704K
AWM
270
Avior Wealth Management
Nebraska
$703K -$34.5K -935 -5%
EFG
271
Ethos Financial Group
Pennsylvania
$684K +$56.9K +1,539 +9%
BPAMU
272
BTG Pactual Asset Management US
New York
$678K +$17.9K +484 +3%
PWM
273
Provident Wealth Management
Tennessee
$655K -$14.3K -388 -2%
PI
274
PFG Investments
New York
$639K +$95.3K +2,580 +18%
FPB
275
First PREMIER Bank
South Dakota
$633K +$621K +16,800 New

USHY Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2024, worth a combined $17.1B — up 59% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new USHY positions and 49 closed out — a net gain of 34 holders — while 223 added to existing stakes and 136 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.3B. The largest seller was TIAA Trust, National Association, cutting an estimated $476M.

  • 500 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2024, up from 470 in Q2 2024.
  • Funds reported $17.1B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2024, up 59% quarter-over-quarter.
  • 83 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2024 and 49 closed out, a net change of +34 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.3B added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $476M sold.

Based on aggregated 13F filings for Q3 2024.