We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

500 hedge funds and large institutions have $17.1B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

64% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 136

59% more capital invested

Capital invested by funds: $10.7B → $17.1B (+$6.35B)

7.61% more ownership

Funds ownership: 80.92%88.53% (+7.6%)

6% more funds holding

Funds holding: 470500 (+30)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

Holders
500
Holders Change
+30
Holders Change %
+6.38%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
83
Increased
223
Reduced
136
Closed
49
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
ACGA
301
Atlanta Consulting Group Advisors
Georgia
$455K +$85.9K +2,326 +24%
Balyasny Asset Management
302
Balyasny Asset Management
Illinois
$444K -$320K -8,668 -42%
AWM
303
AE Wealth Management
Kansas
$433K +$14.3K +386 +3%
NG
304
Norden Group
Utah
$424K +$59.3K +1,606 +17%
VVP
305
Venture Visionary Partners
Ohio
$420K
SPWG
306
Syntegra Private Wealth Group
Missouri
$415K +$296 +8 +0.1%
1CP
307
1607 Capital Partners
Virginia
$414K +$406K +11,000 New
VFPW
308
Vantage Financial Partners (Wisconsin)
Wisconsin
$413K +$405K +10,957 New
SCM
309
Sheridan Capital Management
California
$410K
BFG
310
Beacon Financial Group
Texas
$405K -$1.66K -45 -0.4%
BAM
311
Berkshire Asset Management
Pennsylvania
$401K
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$400K +$393K +10,627 New
IA
313
IFP Advisors
Florida
$398K -$43.2K -1,168 -10%
CAM
314
CPA Asset Management
Florida
$397K
MC
315
Moors & Cabot
Massachusetts
$396K +$128K +3,456 +49%
CL
316
Choreo LLC
Illinois
$392K +$385K +10,428 New
NFP
317
Narus Financial Partners
Utah
$371K -$221K -5,982 -38%
UWM
318
USAdvisors Wealth Management
Minnesota
$365K
OAM
319
Occidental Asset Management
California
$352K -$295K -7,996 -46%
Koshinski Asset Management
320
Koshinski Asset Management
Illinois
$352K -$65K -1,758 -16%
PTC
321
Private Trust Company
Ohio
$349K +$2.7K +73 +0.8%
SL
322
Sentinus LLC
Illinois
$341K -$5.43K -147 -2%
BF
323
Brooklyn FI
New York
$335K +$106K +2,865 +48%
FIA
324
Foundations Investment Advisors
Arizona
$334K +$12.5K +337 +4%
GFS
325
GYL Financial Synergies
Connecticut
$334K

USHY Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2024, worth a combined $17.1B — up 59% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new USHY positions and 49 closed out — a net gain of 34 holders — while 223 added to existing stakes and 136 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.3B. The largest seller was TIAA Trust, National Association, cutting an estimated $476M.

  • 500 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2024, up from 470 in Q2 2024.
  • Funds reported $17.1B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2024, up 59% quarter-over-quarter.
  • 83 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2024 and 49 closed out, a net change of +34 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.3B added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $476M sold.

Based on aggregated 13F filings for Q3 2024.