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iShares Broad USD High Yield Corporate Bond ETF
USHY

595 hedge funds and large institutions have $21B invested in iShares Broad USD High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 266 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 158

54% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 54

3% more funds holding

Funds holding: 577 → 595 (+18)

4% more capital invested

Capital invested by funds: $20.1B → $21B (+$874M)

2.39% less ownership

Funds ownership: 84.2% → 81.81% (-2.4%)

14% less funds holding in top 10

Funds holding in top 10: 36 → 31 (-5)

Holders
595
Holders Change
+18
Holders Change %
+3.12%
% of All Funds
7.81%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.41%
New
83
Increased
266
Reduced
158
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.48B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$283M
3
JSTA
Japan Science & Technology Agency
Japan
+$150M
4
Citadel Advisors
Citadel Advisors
Florida
+$86M
5
Bank of America
Bank of America
North Carolina
+$78.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$661M
2
PP
Prudential plc
United Kingdom
-$394M
3
BlackRock
BlackRock
New York
-$240M
4
OPAM
Ocean Park Asset Management
California
-$147M
5
SPC
Silver Point Capital
Connecticut
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
301
Integrated Wealth Concepts
Massachusetts
$783K -$179K -4,778 -19%
RW
302
RVW Wealth
California
$775K -$20.1K -536 -3%
PA
303
Procyon Advisors
Connecticut
$772K +$766K +20,429 New
MAM
304
Mullooly Asset Management
New Jersey
$765K +$44.6K +1,189 +6%
PBF
305
Petix & Botte Financial
California
$762K +$6.37K +170 +0.8%
SCTC
306
Sanibel Captiva Trust Company
Florida
$761K +$755K +20,153 New
OAM
307
Occidental Asset Management
California
$754K -$111K -2,969 -13%
BFS
308
BridgePort Financial Solutions
Iowa
$748K +$742K +19,808 New
HH
309
Hilltop Holdings
Texas
$747K +$77K +2,054 +12%
SF
310
Summit Financial
New Jersey
$742K +$316K +8,421 +75%
AWM
311
Avior Wealth Management
Nebraska
$740K +$15.5K +414 +2%
KWM
312
Kingsview Wealth Management
Oregon
$720K -$434K -11,574 -38%
PS
313
Portfolio Strategies
New York
$719K +$713K +19,037 New
FFA
314
Farther Finance Advisors
California
$705K +$325K +8,684 +87%
TRCT
315
Tower Research Capital (TRC)
New York
$702K +$625K +16,689 +883%
AWM
316
Apollon Wealth Management
South Carolina
$690K -$78.1K -2,085 -10%
MWM
317
Modera Wealth Management
New Jersey
$672K -$12.9K -343 -2%
Bank of Montreal
318
Bank of Montreal
Ontario, Canada
$669K -$90.7K -2,420 -12%
AFG
319
Atomi Financial Group
New York
$662K +$74.5K +1,988 +13%
PWG
320
Portside Wealth Group
Utah
$659K -$57.6K -1,538 -8%
FAIM
321
Financial Advocates Investment Management
Washington
$652K -$52.2K -1,392 -7%
SFS
322
Security Financial Services
Indiana
$650K +$160K +4,272 +33%
FCH
323
Freestone Capital Holdings
Washington
$650K +$644K +17,193 New
PA
324
PFG Advisors
Arizona
$645K +$438K +11,689 +217%
RA
325
RFG Advisory
Alabama
$645K +$47.7K +1,272 +8%
11 12
13
14 15

USHY Hedge Fund Activity: Q3 2025 in Review

595 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2025, worth a combined $21B — up 4.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new USHY positions and 54 closed out — a net gain of 29 holders — while 266 added to existing stakes and 158 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.48B. The largest seller was JP Morgan Chase, cutting an estimated $661M.

  • 595 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2025, up from 577 in Q2 2025.
  • Funds reported $21B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 83 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2025 and 54 closed out, a net change of +29 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2025 was Jones Financial Companies, an estimated $1.48B added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2025 was JP Morgan Chase, an estimated $661M sold.

Based on aggregated 13F filings for Q3 2025.