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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
FF
301
FourThought Financial
Florida
$2K -$13.7K -329 -86%
LS
302
Leelyn Smith
Illinois
$2K -$83 -2 -3%
CFA
303
Carroll Financial Associates
North Carolina
$2K – – –
HNB
304
Huntington National Bank
Ohio
$2K – – –
PP
305
Pacifica Partners
Canada
$2K – – –
RG
306
Retirement Group
California
$2K – – –
WQ
307
Wealth Quarterback
New Jersey
$2K +$42 +1 +3%
CCM
308
Covington Capital Management
California
$2K +$1.79K +43 New
VCM
309
Versant Capital Management
Arizona
$2K +$2.24K +54 New
CWP
310
Concord Wealth Partners
Virginia
$1K -$707 -17 -32%
IBOK
311
Independence Bank of Kentucky
Kentucky
$1K – – –
ME
312
McIlrath & Eck
Washington
$1K – – –
NFSG
313
Newbridge Financial Services Group
Florida
$1K – – –
RIA
314
RPG Investment Advisory
California
$1K – – –
GKWIM
315
Gerber Kawasaki Wealth & Investment Management
California
$1K +$42 +1 New
MCM
316
MV Capital Management
Maryland
$1K +$540 +13 New
S
317
SignatureFD
Georgia
$1K +$956 +23 New
FCAS
318
First Command Advisory Services
Texas
$1K +$1.41K +34 New
AIC
319
Archer Investment Corporation
Indiana
$406 – – –
BBHC
320
Brown Brothers Harriman & Co
New York
$2 – – –
State of Tennessee, Department of Treasury
321
State of Tennessee, Department of Treasury
Tennessee
– -$20.5M -490,500 Closed
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
– -$14.9M -356,398 Closed
Citadel Advisors
323
Citadel Advisors
Florida
– -$11.3M -270,780 Closed
Barclays
324
Barclays
United Kingdom
– -$10.5M -250,742 Closed
Millennium Management
325
Millennium Management
New York
– -$5.08M -121,786 Closed
11 12
13
14 15

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.