USHY icon

iShares Broad USD High Yield Corporate Bond ETF
USHY

Overview Fund Activity

389 hedge funds and large institutions have $7.76B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 163 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
6.13%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.41%
New
56
Increased
163
Reduced
122
Closed
54
Calls
–
Puts
$2.47M
Net Calls
-$2.47M
Net Calls Change
-$2.16M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$857M
2
BlackRock
BlackRock
New York
$293M
3
KAM
Kensington Asset Management
Texas
$84.7M
4
Morgan Stanley
Morgan Stanley
New York
$124M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$187M

Top Sellers

1
TF
TIAA FSB
Florida
$99.7M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$195K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$15.4M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$125M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Advisornet Financial
Minnesota
$124K +$11.3K +320 +10%
BWM
302
BerganKDV Wealth Management
Minnesota
$123K -$1.9M -53,714 -94%
PTC
303
Private Trust Company
Ohio
$119K -$212 -6 -0.2%
CAS
304
Coppell Advisory Solutions
Texas
$115K +$115K +3,269 New
FFA
305
Farther Finance Advisors
California
$112K +$1.09K +31 +1%
HNB
306
Huntington National Bank
Ohio
$108K -$11.7K – –
CA
307
Clearstead Advisors
Ohio
$107K – – –
OP
308
ORG Partners
Indiana
$89.1K +$89.1K +2,526 New
HCP
309
Hexagon Capital Partners
Arkansas
$85.5K +$12.3K +348 +17%
DI
310
Disciplined Investments
Oklahoma
$77.8K +$3.67K +104 +5%
William Blair & Company
311
William Blair & Company
Illinois
$76.8K +$6.43K +182 +9%
IGWM
312
ICA Group Wealth Management
Colorado
$71.5K +$50.3K +1,426 +238%
CFO
313
CVA Family Office
Colorado
$70.6K – – –
SS
314
Sunbelt Securities
Texas
$67.8K +$1.13K +32 +2%
GWM
315
Geneos Wealth Management
Colorado
$67.1K – – –
CWA
316
Clearview Wealth Advisors
Oregon
$66.7K +$1.13K +32 +2%
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$64.7K -$115K -3,260 -64%
LFG
318
Larson Financial Group
Missouri
$63.8K -$143K -4,060 -69%
IRC
319
Investors Research Corp
Georgia
$63.1K – – –
FCAG
320
First Capital Advisors Group
New Jersey
$61.5K -$10.2K -288 -14%
CPG
321
Cornerstone Planning Group
New Jersey
$60.2K +$60.2K +1,706 New
CFB
322
Cullen/Frost Bankers
Texas
$59.5K – – –
CAL
323
Capital Analysts LLC
Pennsylvania
$57K – – –
WT
324
Whittier Trust
California
$55.1K -$54.7K -1,550 -50%
TSWM
325
Tyler-Stone Wealth Management
Ohio
$55K +$55K +1,564 New
11 12
13
14 15