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iShares Broad USD High Yield Corporate Bond ETF
USHY

359 hedge funds and large institutions have $6.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 71

123% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 35

11% more funds holding

Funds holding: 323 → 359 (+36)

10% more capital invested

Capital invested by funds: $5.69B → $6.23B (+$546M)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

3.31% more ownership

Funds ownership: 71.56% → 74.87% (+3.3%)

Holders
359
Holders Change
+36
Holders Change %
+11.15%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.31%
New
78
Increased
162
Reduced
71
Closed
35
Calls
$185K
Puts
–
Net Calls
+$185K
Net Calls Change
+$185K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$205M
2
Bank of America
Bank of America
North Carolina
+$70.3M
3
APF
Alaska Permanent Fund
Alaska
+$62.7M
4
Northern Trust
Northern Trust
Illinois
+$32.1M
5
LPL Financial
LPL Financial
California
+$28.4M

Top Sellers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
-$27.1M
2
WI
WBI Investments
New Jersey
-$24.9M
3
Wells Fargo
Wells Fargo
California
-$17.1M
4
AP
Advisors Preferred
Maryland
-$16.9M
5
PA
PPM America
Illinois
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
301
Ten Capital Wealth Advisors
Washington
$15K – – –
SFM
302
Signet Financial Management
New Jersey
$15K +$15.3K +371 New
MHR
303
Matthew Hamilton Rosenberg
$14K – – –
VRM
304
Vectors Research Management
New York
$14K – – –
SAM
305
Strategic Asset Management
Minnesota
$13K -$1.19K -29 -8%
CWM
306
Cedar Wealth Management
California
$13K – – –
PO
307
Private Ocean
California
$12K – – –
AIP
308
Ahrens Investment Partners
Louisiana
$12K +$11.8K +286 New
BCV
309
Banque Cantonale Vaudoise
Switzerland
$11K – – –
FWM
310
Focused Wealth Management
New York
$11K +$2.02K +49 +23%
SC
311
Stephens Consulting
Michigan
$9.85K +$9.83K +239 New
BWM
312
Baystate Wealth Management
Massachusetts
$8K +$164 +4 +2%
PA
313
Parallel Advisors
California
$8K +$1.6K +39 +24%
CTB
314
Country Trust Bank
Illinois
$7K – – –
PSB
315
Piscataqua Savings Bank
New Hampshire
$7K – – –
SBL
316
Sargent Bickham Lagudis
Colorado
$7K – – –
SIS
317
Sound Income Strategies
Florida
$7K – – –
BFC
318
Bedel Financial Consulting
Indiana
$7K +$3.82K +93 +127%
WA
319
WestEnd Advisors
North Carolina
$6.3K +$6.29K +153 New
AIA
320
Arcadia Investment Advisors
Idaho
$6.01K – – –
CCMW
321
Cypress Capital Management (Wyoming)
Wyoming
$6K – – –
TFA
322
Toth Financial Advisory
Virginia
$6K +$6.46K +157 New
KFAA
323
Klaas Financial Asset Advisors
Illinois
$5K +$4.65K +113 New
MCC
324
Money Concepts Capital
Florida
$5K +$4.98K +121 New
CWC
325
Carolinas Wealth Consulting
North Carolina
$5K +$5.22K +127 New
11 12
13
14 15

USHY Hedge Fund Activity: Q4 2021 in Review

359 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2021, worth a combined $6.23B — up 9.6% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new USHY positions and 35 closed out — a net gain of 43 holders — while 162 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $27.1M.

  • 359 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2021, up from 323 in Q3 2021.
  • Funds reported $6.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2021, up 9.6% quarter-over-quarter.
  • 78 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2021 and 35 closed out, a net change of +43 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $205M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2021.