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iShares Broad USD High Yield Corporate Bond ETF

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more funds holding

Funds holding: 453470 (+17)

0.51% more ownership

Funds ownership: 80.4%80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
301
Citadel Advisors
Florida
$376K -$22M -609,620 -98%
AWA
302
Arkadios Wealth Advisors
Georgia
$361K +$360K +9,943 New
ACGA
303
Atlanta Consulting Group Advisors
Georgia
$354K -$2.82K -78 -0.8%
UWM
304
USAdvisors Wealth Management
Minnesota
$352K
NG
305
Norden Group
Utah
$350K +$69.7K +1,929 +25%
PTC
306
Private Trust Company
Ohio
$334K -$10.6K -293 -3%
SL
307
Sentinus LLC
Illinois
$333K +$12.6K +349 +4%
IWC
308
Integrated Wealth Concepts
Massachusetts
$327K +$37.6K +1,039 +13%
CAM
309
Cresset Asset Management
Illinois
$326K +$325K +8,991 New
SL
310
SWMG LLC
Texas
$325K +$7.41K +205 +2%
MOS
311
MGO One Seven
Ohio
$323K +$322K +8,905 New
GFS
312
GYL Financial Synergies
Connecticut
$322K -$36.1K -999 -10%
DF
313
Dunhill Financial
United Kingdom
$311K -$27.1K -750 -8%
FIA
314
Foundations Investment Advisors
Arizona
$310K +$5.53K +153 +2%
DWM
315
Diversify Wealth Management
Utah
$307K +$306K +8,459 New
WBCM
316
Wilson & Boucher Capital Management
California
$305K
MLA
317
My Legacy Advisors
Oregon
$302K
DTC
318
Davidson Trust Company
Washington
$300K +$97.3K +2,690 +48%
RJTCONH
319
Raymond James Trust Company of New Hampshire
New Hampshire
$300K +$6.76K +187 +2%
BFA
320
Bragg Financial Advisors
North Carolina
$297K -$35.8K -989 -11%
CAL
321
Capital Analysts LLC
Pennsylvania
$278K +$19.5K +540 +8%
BWFA
322
Baltimore-Washington Financial Advisors
Maryland
$277K -$10.9K -301 -4%
CA
323
Continuum Advisory
Idaho
$273K +$5.1K +141 +2%
CFB
324
Cullen/Frost Bankers
Texas
$273K +$273K +7,537 New
WIA
325
World Investment Advisors
California
$271K +$270K +7,469 New

USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.