iShares Broad USD High Yield Corporate Bond ETF
USHY
253 hedge funds and large institutions have $4.9B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 95 increasing their positions, 51 reducing their positions, and 26 closing their positions.
215% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 26
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
86% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 51
27% more funds holding
Funds holding: 200 → 253 (+53)
22% more capital invested
Capital invested by funds: $4.03B → $4.9B (+$870M)
3.78% less ownership
Funds ownership: 69.66% → 65.88% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$343M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$173M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$103M |
| 4 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$77.9M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$65.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$488M |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$48.4M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$14.1M |
| 4 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
-$10.6M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$9.66M |
USHY Hedge Fund Activity: Q4 2020 in Review
253 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2020, worth a combined $4.9B — up 22% from $4.03B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new USHY positions and 26 closed out — a net gain of 56 holders — while 95 added to existing stakes and 51 trimmed.
The largest buyer was Wells Fargo, adding an estimated $343M. The largest seller was UBS Group, cutting an estimated $488M.
- 253 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2020, up from 200 in Q3 2020.
- Funds reported $4.9B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2020, up 22% quarter-over-quarter.
- 82 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2020 and 26 closed out, a net change of +56 holders.
- The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2020 was Wells Fargo, an estimated $343M added.
- The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2020 was UBS Group, an estimated $488M sold.
Based on aggregated 13F filings for Q4 2020.