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iShares Broad USD High Yield Corporate Bond ETF
USHY

323 hedge funds and large institutions have $5.69B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 81

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

6.01% more ownership

Funds ownership: 65.55% → 71.56% (+6%)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

3% more funds holding

Funds holding: 315 → 323 (+8)

3% more capital invested

Capital invested by funds: $5.51B → $5.69B (+$182M)

Holders
323
Holders Change
+8
Holders Change %
+2.54%
% of All Funds
5.65%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
50
Increased
142
Reduced
81
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$158M
2
Northern Trust
Northern Trust
Illinois
+$97.5M
3
AC
Allstate Corporation
Illinois
+$85.8M
4
LPL Financial
LPL Financial
California
+$63.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.1M

Top Sellers

1
Citigroup
Citigroup
New York
-$110M
2
WI
WBI Investments
New Jersey
-$29.1M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$20.5M
4
CMF
Counterpoint Mutual Funds
California
-$17.8M
5
MIS
Morningstar Investment Services
Illinois
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
276
Banque Cantonale Vaudoise
Switzerland
$11K +$11.4K +274 New
IF
277
Ironwood Financial
Arizona
$10K – – –
FWM
278
Focused Wealth Management
New York
$9K +$42 +1 +0.5%
PCG
279
Private Capital Group
Connecticut
$8K +$1.04K +25 +15%
BWM
280
Baystate Wealth Management
Massachusetts
$8K +$8.31K +200 New
SIS
281
Sound Income Strategies
Florida
$7K -$2.7K -65 -29%
CTB
282
Country Trust Bank
Illinois
$7K – – –
PA
283
Parallel Advisors
California
$7K – – –
PSB
284
Piscataqua Savings Bank
New Hampshire
$7K – – –
SBL
285
Sargent Bickham Lagudis
Colorado
$7K – – –
KIG
286
Kowal Investment Group
Wisconsin
$7K +$6.94K +167 New
AIA
287
Arcadia Investment Advisors
Idaho
$6.06K – – –
CCMW
288
Cypress Capital Management (Wyoming)
Wyoming
$6K +$5.94K +143 New
FBT
289
First Bank & Trust
South Dakota
$5K +$4.99K +120 New
AFS
290
Annapolis Financial Services
Maryland
$4K – – –
LWP
291
Lumature Wealth Partners
Georgia
$4K – – –
SSB
292
Sandy Spring Bank
Maryland
$4K – – –
PCFFS
293
Pacific Center for Financial Services
California
$4K +$4.07K +98 New
APC
294
Aspire Private Capital
North Carolina
$3K -$20.9K -504 -88%
BFC
295
Bedel Financial Consulting
Indiana
$3K – – –
Simplex Trading
296
Simplex Trading
Illinois
$3K – – –
RIM
297
Rockbridge Investment Management
New York
$3K +$166 +4 +6%
TWA
298
TCI Wealth Advisors
Arizona
$3K +$3.03K +73 New
TAM
299
Tucker Asset Management
Colorado
$2.89K – – –
KFS
300
Kelly Financial Services
Massachusetts
$2.67K -$18.2K -439 -87%
10 11
12
13 14

USHY Hedge Fund Activity: Q3 2021 in Review

323 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2021, worth a combined $5.69B — up 3.3% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USHY positions and 36 closed out — a net gain of 14 holders — while 142 added to existing stakes and 81 trimmed.

The largest buyer was Bank of America, adding an estimated $158M. The largest seller was Citigroup, cutting an estimated $110M.

  • 323 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $5.69B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 50 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2021 and 36 closed out, a net change of +14 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $158M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2021 was Citigroup, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2021.