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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
276
DFPG Investments
Utah
$218K +$2.21K +63 +1%
LFG
277
Larson Financial Group
Missouri
$209K +$92.1K +2,620 +81%
TC
278
TAGStone Capital
North Carolina
$208K +$206K +5,861 New
C
279
Covestor
United Kingdom
$207K +$21.2K +603 +12%
BFA
280
Bragg Financial Advisors
North Carolina
$205K +$202K +5,756 New
PIMG
281
Patriot Investment Management Group
Tennessee
$204K
MPM
282
Meritage Portfolio Management
Kansas
$203K +$201K +5,716 New
PBF
283
Petix & Botte Financial
California
$202K +$200K +5,683 New
Bank of Montreal
284
Bank of Montreal
Ontario, Canada
$181K -$10.9M -311,044 -98%
GRP
285
Global Retirement Partners
California
$172K -$992K -28,215 -85%
BAM
286
Belpointe Asset Management
Nevada
$139K
WP
287
WealthPLAN Partners
Nebraska
$131K +$130K +3,687 New
ASN
288
Advisory Services Network
Georgia
$124K +$20.5K +583 +20%
PTC
289
Private Trust Company
Ohio
$120K -$187K -5,310 -61%
NRC
290
New Republic Capital
North Carolina
$118K
CF
291
Centaurus Financial
California
$115K +$114K +3,230 New
AF
292
Advisornet Financial
Minnesota
$113K +$2.81K +80 +3%
FFA
293
Farther Finance Advisors
California
$112K -$24.7K -702 -18%
WT
294
Whittier Trust
California
$111K
CA
295
Clearstead Advisors
Ohio
$108K -$11.2K -319 -10%
BIA
296
Bell Investment Advisors
California
$79K +$78.1K +2,222 New
ASBI
297
American State Bank (Iowa)
Iowa
$78.6K +$1.3K +37 +2%
Citadel Advisors
298
Citadel Advisors
Florida
$78.4K +$77.5K +2,204 New
MA
299
Montag & Associates
Georgia
$76K +$34.8K +989 +86%
DI
300
Disciplined Investments
Oklahoma
$74.7K +$914 +26 +1%

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.