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iShares Broad USD High Yield Corporate Bond ETF

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53%85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
Arkadios Wealth Advisors
Georgia
$814K +$113K +3,028 +16%
Janney Montgomery Scott
277
Janney Montgomery Scott
Pennsylvania
$805K +$814K +21,886 New
AWM
278
Avior Wealth Management
Nebraska
$796K +$110K +2,963 +16%
AWS
279
Atria Wealth Solutions
New York
$794K -$264K -7,105 -25%
HCP
280
Hexagon Capital Partners
Arkansas
$781K +$91.6K +2,463 +13%
KIM
281
Kestra Investment Management
Texas
$774K +$171K +4,609 +28%
PBF
282
Petix & Botte Financial
California
$753K +$1.19K +32 +0.2%
DWM
283
Defined Wealth Management
Oregon
$728K +$1.6K +43 +0.2%
FHA
284
Flagship Harbor Advisors
Massachusetts
$711K -$240K -6,459 -25%
PWM
285
Pines Wealth Management
North Carolina
$704K +$713K +19,183 New
ASN
286
Advisory Services Network
Georgia
$704K -$10.3K -277 -1%
SA
287
Strategic Advocates
Utah
$702K -$102K -2,746 -13%
TRCT
288
Tower Research Capital (TRC)
New York
$700K +$708K +19,024 New
BWMG
289
Barnes Wealth Management Group
California
$698K +$705K +18,962 New
PWG
290
Portside Wealth Group
Utah
$694K -$24.8K -667 -3%
IAA
291
Independent Advisor Alliance
North Carolina
$674K +$681K +18,307 New
KWA
292
Kingswood Wealth Advisors
California
$670K +$677K +18,206 New
EWA
293
EverSource Wealth Advisors
Alabama
$656K +$604K +16,253 +1,022%
AF
294
Aldebaran Financial
$648K +$655K +17,611 New
ANTB
295
AMG National Trust Bank
Colorado
$638K +$645K +17,335 New
AFP
296
Ausdal Financial Partners
Iowa
$630K -$652K -17,523 -51%
MWM
297
Modera Wealth Management
New Jersey
$626K +$10.6K +286 +2%
BCM
298
BlueCrest Capital Management
Jersey
$608K +$615K +16,532 New
PWM
299
Provident Wealth Management
Tennessee
$590K -$50.5K -1,359 -8%
DWT
300
Dorsey & Whitney Trust
South Dakota
$589K -$893K -24,012 -60%

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.