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iShares Broad USD High Yield Corporate Bond ETF

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53%85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Mission Wealth Management
California
$1.08M -$42K -1,130 -4%
WAS
252
Winch Advisory Services
Wisconsin
$1M +$90.8K +2,442 +10%
BJL
253
Brighton Jones LLC
Washington
$999K +$212K +5,711 +27%
OAM
254
Occidental Asset Management
California
$987K +$650K +17,470 +187%
WA
255
Westfuller Advisors
New York
$973K +$483 +13 +0%
AQR Capital Management
256
AQR Capital Management
Connecticut
$969K +$528K +14,193 +117%
Polen Capital Management
257
Polen Capital Management
Florida
$968K
NCM
258
Neumann Capital Management
California
$933K +$134K +3,614 +17%
NGA
259
Naples Global Advisors
Florida
$927K -$39.8K -1,070 -4%
CA
260
CGN Advisors
Kansas
$926K +$154K +4,153 +20%
CST
261
Charles Schwab Trust
Nevada
$916K -$138K -3,703 -13%
MA
262
Mutual Advisors
Nebraska
$908K -$2.53M -67,977 -74%
FMI
263
F/M Investments
District of Columbia
$884K +$894K +24,036 New
SAM
264
Strive Asset Management
Ohio
$881K +$891K +23,960 New
AWM
265
Apollon Wealth Management
South Carolina
$878K +$49K +1,318 +6%
WCM
266
WealthTrak Capital Management
Virginia
$868K +$878K +23,599 New
GIA
267
Gladstone Institutional Advisory
Florida
$859K +$868K +23,346 New
CCM
268
Condor Capital Management
New Jersey
$844K -$893 -24 -0.1%
WCM
269
Windsor Capital Management
Arizona
$840K +$152K +4,098 +22%
EGM
270
Engineers Gate Manager
New York
$836K -$126K -3,391 -13%
Mariner
271
Mariner
Kansas
$835K +$240K +6,464 +40%
CPL
272
CAP Partners LLC
Tennessee
$821K +$16K +431 +2%
RW
273
RVW Wealth
California
$820K -$107K -2,878 -11%
BEI
274
Benjamin Edwards Inc
Missouri
$820K -$98.3K -2,644 -11%
SP
275
Symmetry Partners
Connecticut
$816K +$825K +22,187 New

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.