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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
CWP
301
Concord Wealth Partners
Virginia
$2K -$496 -12 -18%
CFA
302
Carroll Financial Associates
North Carolina
$2K – – –
RIA
303
RPG Investment Advisory
California
$2K – – –
PP
304
Pacifica Partners
Canada
$2K +$289 +7 +22%
WQ
305
Wealth Quarterback
New Jersey
$2K +$1.28K +31 New
LGWM
306
Litman Gregory Wealth Management
California
$1.21K -$13.7K -332 -21%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$1K -$9.33K -226 -95%
CA
308
Clearstead Advisors
Ohio
$1K – – –
NFSG
309
Newbridge Financial Services Group
Florida
$1K – – –
SCA
310
Stonebridge Capital Advisors
Minnesota
$1K – – –
TCM
311
Tradewinds Capital Management
Washington
$1K – – –
IBOK
312
Independence Bank of Kentucky
Kentucky
$1K +$413 +10 New
SIM
313
Sonora Investment Management
Arizona
$1K +$578 +14 New
ME
314
McIlrath & Eck
Washington
$1K +$909 +22 New
PMFA
315
Plante Moran Financial Advisors
Michigan
$1K +$1.32K +32 New
HFS
316
Hantz Financial Services
Michigan
$1K +$1.4K +34 New
AIC
317
Archer Investment Corporation
Indiana
$403 – – –
BBHC
318
Brown Brothers Harriman & Co
New York
$2 +$2.06K +50 New
FRBONY
319
Federal Reserve Bank of New York
New York
– -$64.1M -1,555,865 Closed
MERSOM
320
Municipal Employees' Retirement System of Michigan
Michigan
– -$57.2M -1,389,392 Closed
M&T Bank
321
M&T Bank
New York
– -$17.9M -433,978 Closed
TC
322
Toews Corporation
New Jersey
– -$9.47M -230,000 Closed
OMC
323
Old Mission Capital
Illinois
– -$7.29M -176,873 Closed
OFG
324
OTA Financial Group
New York
– -$1.43M -34,820 Closed
WA
325
Wilshire Advisors
California
– -$1.08M -26,281 Closed
10 11 12
13
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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.