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iShares Broad USD High Yield Corporate Bond ETF

350 hedge funds and large institutions have $5.13B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 101

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 359350 (-9)

9.38% less ownership

Funds ownership: 74.87%65.49% (-9.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

18% less capital invested

Capital invested by funds: $6.23B → $5.13B (-$1.11B)

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
68
Increased
128
Reduced
101
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
276
UMB Bank
Missouri
$59K +$1.38K +35 +2%
PAG
277
Paladin Advisory Group
Iowa
$59K +$61.1K +1,547 New
BNP Paribas Financial Markets
278
BNP Paribas Financial Markets
France
$53.5K +$54.4K +1,376 New
TSWM
279
Tyler-Stone Wealth Management
Ohio
$53K +$435 +11 +0.8%
Franklin Resources
280
Franklin Resources
California
$51K +$51.9K +1,314 New
ETI
281
Enterprise Trust & Investment
California
$47K
WWP
282
WR Wealth Planners
Missouri
$43.3K +$44.1K +1,115 New
BCWM
283
Bartlett & Co Wealth Management
Ohio
$43.3K +$44K +1,113 New
BC
284
Bartlett & Co
Ohio
$43K +$44K +1,113 New
National Bank of Canada
285
National Bank of Canada
Quebec, Canada
$39K +$39.5K +1,000 New
CQS
286
Credential Qtrade Securities
$37.8K
GLLW
287
Graves Light Lenhart Wealth
Virginia
$35K
CWP
288
Concord Wealth Partners
Virginia
$31K +$8.42K +213 +36%
AF
289
Arrow Financial
New York
$31K +$31.8K +804 New
AWM
290
Accel Wealth Management
Iowa
$29K
BWM
291
Baystate Wealth Management
Massachusetts
$29K +$21.7K +548 +269%
MAM
292
Meeder Asset Management
Ohio
$21K -$5.29K -134 -20%
ANBT
293
American National Bank & Trust
Texas
$21K
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$21K
CA
295
Clearstead Advisors
Ohio
$21K +$40 +1 +0.2%
Koshinski Asset Management
296
Koshinski Asset Management
Illinois
$20.6K +$21K +531 New
SIC
297
Salem Investment Counselors
North Carolina
$18K -$43.5K -1,100 -70%
TFGT
298
TS Financial Group (TSFG)
Illinois
$18K
AIP
299
Ameritas Investment Partners
Nebraska
$15K
ZB
300
Zions Bancorporation
Utah
$15K

USHY Hedge Fund Activity: Q1 2022 in Review

350 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2022, worth a combined $5.13B — down 18% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of USHY and 68 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 128 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $81.1M. The largest seller was LPL Financial, cutting an estimated $436M.

  • 350 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $5.13B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 68 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $81.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $436M sold.

Based on aggregated 13F filings for Q1 2022.