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iShares Broad USD High Yield Corporate Bond ETF

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53%85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
301
Independent Wealth Network
Iowa
$581K -$284K -7,646 -33%
RA
302
RFG Advisory
Alabama
$579K +$128K +3,451 +28%
RBFC
303
Roman Butler Fullerton & Co
Missouri
$576K +$573K +15,417 New
IAIM
304
International Assets Investment Management
Florida
$557K +$562K +15,122 New
WAM
305
Wakefield Asset Management
Colorado
$554K +$32.1K +864 +6%
AWM
306
Adams Wealth Management
Utah
$554K +$93.3K +2,508 +20%
CI
307
CacheTech Inc
Utah
$554K +$93.3K +2,508 +20%
Bank of Montreal
308
Bank of Montreal
Ontario, Canada
$553K +$19.8K +532 +4%
EPAM
309
Euro Pacific Asset Management
Puerto Rico
$549K
MIA
310
MMBG Investment Advisors
Florida
$531K
CPIG
311
Chicago Partners Investment Group
Illinois
$528K -$7.74K -208 -1%
FPB
312
First PREMIER Bank
South Dakota
$522K -$96.7K -2,600 -15%
SB
313
Strategic Blueprint
Georgia
$519K +$3.12K +84 +0.6%
IWM
314
IHT Wealth Management
Illinois
$515K +$521K +13,996 New
AFG
315
Atomi Financial Group
New York
$494K -$306K -8,216 -38%
MCM
316
MAI Capital Management
Ohio
$494K +$499K +13,415 New
HI
317
Harbour Investments
Wisconsin
$490K +$15.5K +417 +3%
PI
318
PFG Investments
New York
$483K -$142K -3,827 -23%
IA
319
IFP Advisors
Florida
$480K +$92.9K +2,499 +24%
ATC
320
Argent Trust Co
Tennessee
$473K -$138K -3,715 -22%
XT
321
XTX Topco
Cayman Islands
$471K +$476K +12,804 New
EWA
322
EP Wealth Advisors
California
$465K +$470K +12,649 New
PFS
323
Prospera Financial Services
Texas
$464K -$29.1K -782 -6%
SF
324
Summit Financial
New Jersey
$444K -$140K -3,776 -24%
GCA
325
Genesee Capital Advisors
New York
$435K -$71.1K -1,911 -14%

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.