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iShares Broad USD High Yield Corporate Bond ETF
USHY

315 hedge funds and large institutions have $5.51B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 60

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

14% more capital invested

Capital invested by funds: $4.84B → $5.51B (+$670M)

10% more funds holding

Funds holding: 286 → 315 (+29)

0.65% less ownership

Funds ownership: 66.2% → 65.55% (-0.65%)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.48%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
62
Increased
155
Reduced
60
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$318M
2
Citigroup
Citigroup
New York
+$106M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.2M
4
AA
Advisory Alpha
Michigan
+$53.8M
5
Truist Financial
Truist Financial
North Carolina
+$51.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$78.4M
2
FRBONY
Federal Reserve Bank of New York
New York
-$64.1M
3
BlackRock
BlackRock
New York
-$63.7M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$57.2M
5
Wells Fargo
Wells Fargo
California
-$39.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$10K +$9.54K +231 New
JCM
277
Jacobi Capital Management
Pennsylvania
$9K -$5.41K -131 -37%
FWM
278
Focused Wealth Management
New York
$9K +$41 +1 +0.5%
SIS
279
Sound Income Strategies
Florida
$9K +$7.14K +173 +346%
RDWM
280
Red Door Wealth Management
Tennessee
$8K +$8.88K +215 New
CTB
281
Country Trust Bank
Illinois
$7K – – –
PA
282
Parallel Advisors
California
$7K – – –
PSB
283
Piscataqua Savings Bank
New Hampshire
$7K – – –
PCG
284
Private Capital Group
Connecticut
$7K +$41 +1 +0.6%
SBL
285
Sargent Bickham Lagudis
Colorado
$7K +$7.31K +177 New
AIA
286
Arcadia Investment Advisors
Idaho
$6.09K – – –
HNB
287
Huntington National Bank
Ohio
$6K – – –
FPS
288
Fieldpoint Private Securities
Connecticut
$5K – – –
JWBC
289
John W. Brooker & Co
California
$5K +$4.63K +112 New
AFS
290
Annapolis Financial Services
Maryland
$4K -$17.2K -416 -82%
SSB
291
Sandy Spring Bank
Maryland
$4K +$3.72K +90 New
LWP
292
Lumature Wealth Partners
Georgia
$4K +$3.88K +94 New
LS
293
Leelyn Smith
Illinois
$3K -$83 -2 -3%
RIM
294
Rockbridge Investment Management
New York
$3K +$2.27K +55 +458%
RG
295
Retirement Group
California
$3K +$2.48K +60 New
BFC
296
Bedel Financial Consulting
Indiana
$3K +$3.02K +73 New
Simplex Trading
297
Simplex Trading
Illinois
$3K +$3.72K +90 New
TAM
298
Tucker Asset Management
Colorado
$2.92K – – –
HF
299
Halpern Financial
Virginia
$2.29K – – –
FP
300
Financial Perspectives
Minnesota
$2.17K +$2.15K +52 New
10 11
12
13 14

USHY Hedge Fund Activity: Q2 2021 in Review

315 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2021, worth a combined $5.51B — up 14% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new USHY positions and 31 closed out — a net gain of 31 holders — while 155 added to existing stakes and 60 trimmed.

The largest buyer was TIAA FSB, adding an estimated $318M. The largest seller was Charles Schwab, cutting an estimated $78.4M.

  • 315 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2021, up from 286 in Q1 2021.
  • Funds reported $5.51B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 62 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2021 and 31 closed out, a net change of +31 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2021 was TIAA FSB, an estimated $318M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2021 was Charles Schwab, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2021.