We are live on ! Find out more
USHY icon

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
HCP
301
Hexagon Capital Partners
Arkansas
$73.7K +$387 +11 +0.5%
TCWA
302
Ten Capital Wealth Advisors
Washington
$73.2K -$3.02K -86 -4%
FCAG
303
First Capital Advisors Group
New Jersey
$72.2K +$10.8K +306 +18%
CFO
304
CVA Family Office
Colorado
$71.1K
William Blair & Company
305
William Blair & Company
Illinois
$70.9K +$14K +398 +25%
GWM
306
Geneos Wealth Management
Colorado
$67.6K -$6.33K -180 -9%
SS
307
Sunbelt Securities
Texas
$66.4K +$66.4K +1,889 New
CWA
308
Clearview Wealth Advisors
Oregon
$66.1K +$809 +23 +1%
IRC
309
Investors Research Corp
Georgia
$63.6K +$141 +4 +0.2%
CFB
310
Cullen/Frost Bankers
Texas
$59.9K +$59.3K +1,685 New
AAS
311
Ameritas Advisory Services
Nebraska
$59.5K +$58.9K +1,676 New
SWM
312
Spire Wealth Management
Virginia
$59.3K +$12.3K +350 +27%
CAL
313
Capital Analysts LLC
Pennsylvania
$58K
BSWA
314
Bromfield Sneider Wealth Advisors
Massachusetts
$54.4K
FDCC
315
Foster Dykema Cabot & Co
Massachusetts
$51K +$50K +1,422 New
IA
316
IFP Advisors
Florida
$50.6K -$965K -27,454 -96%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$48.6K +$45.9K +1,305 +2,139%
EWP
318
Elevation Wealth Partners
California
$46.5K +$46K +1,309 New
TCM
319
TD Capital Management
Tennessee
$42.9K +$42.5K +1,208 New
BC
320
Bartlett & Co
Ohio
$40K
AWM
321
Accel Wealth Management
Iowa
$39.7K
BCWM
322
Bartlett & Co Wealth Management
Ohio
$39.6K
NFSG
323
Newbridge Financial Services Group
Florida
$38.4K +$35 +1 +0.1%
S
324
SignatureFD
Georgia
$36.7K
TF
325
Tompkins Financial
New York
$34.2K

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.