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iShares Broad USD High Yield Corporate Bond ETF

286 hedge funds and large institutions have $4.84B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

13% more funds holding

Funds holding: 253286 (+33)

0.32% more ownership

Funds ownership: 65.88%66.2% (+0.32%)

1% less capital invested

Capital invested by funds: $4.9B → $4.84B (-$61.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $345K

Holders
286
Holders Change
+33
Holders Change %
+13.04%
% of All Funds
5.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
69
Increased
118
Reduced
71
Closed
36
Calls
Puts
$345K
Net Calls
-$345K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
276
RPG Investment Advisory
California
$1K
TCM
277
Tradewinds Capital Management
Washington
$1K +$906 +22 New
SCA
278
Stonebridge Capital Advisors
Minnesota
$1K +$988 +24 New
RWB
279
RMR Wealth Builders
New Jersey
$1K +$1.19K +29 New
PP
280
Pacifica Partners
Canada
$1K +$1.32K +32 New
KFS
281
Kelly Financial Services
Massachusetts
$490
AIC
282
Archer Investment Corporation
Indiana
$392 +$41 +1 +11%
BCM
283
BlueCrest Capital Management
Jersey
-$35.4M -858,113 Closed
PI
284
PineBridge Investments
New York
-$12.3M -299,251 Closed
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
-$12.3M -297,197 Closed
SL
286
Systelligence LLC
Minnesota
-$9.83M -238,308 Closed
SW
287
SteelPeak Wealth
California
-$1.49M -36,169 Closed
SS
288
Simplicity Solutions
Minnesota
-$1.11M -26,982 Closed
IF
289
IRON Financial
Illinois
-$904K -21,900 Closed
RWM
290
RBA Wealth Management
California
-$675K -16,357 Closed
QC
291
QCM Cayman
Texas
-$537K -13,024 Closed
NA
292
NewEdge Advisors
Louisiana
-$326K -7,915 Closed
RBC
293
Roble Belko & Company
Pennsylvania
-$268K -6,503 Closed
OWA
294
Octavia Wealth Advisors
Ohio
-$249K -6,029 Closed
SPAS
295
Spectrum Planning & Advisory Services
California
-$220K -5,332 Closed
HF
296
HRT Financial
New York
-$212K -5,158 Closed
PWM
297
Perigon Wealth Management
California
-$171K -4,142 Closed
BWL
298
Bogart Wealth LLC
Virginia
-$28K -681 Closed
ZB
299
Zions Bancorporation
Utah
-$19K -455 Closed
CTFG
300
Capstone Triton Financial Group
Oklahoma
-$13K -315 Closed

USHY Hedge Fund Activity: Q1 2021 in Review

286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2021, worth a combined $4.84B — down 1.3% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new USHY positions and 36 closed out — a net gain of 33 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $97.1M. The largest seller was BlackRock, cutting an estimated $200M.

  • 286 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2021, up from 253 in Q4 2020.
  • Funds reported $4.84B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 69 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2021 and 36 closed out, a net change of +33 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $97.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2021.