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iShares Broad USD High Yield Corporate Bond ETF
USHY

315 hedge funds and large institutions have $5.51B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 60

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

14% more capital invested

Capital invested by funds: $4.84B → $5.51B (+$670M)

10% more funds holding

Funds holding: 286 → 315 (+29)

0.65% less ownership

Funds ownership: 66.2% → 65.55% (-0.65%)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.48%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
62
Increased
155
Reduced
60
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$318M
2
Citigroup
Citigroup
New York
+$106M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.2M
4
AA
Advisory Alpha
Michigan
+$53.8M
5
Truist Financial
Truist Financial
North Carolina
+$51.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$78.4M
2
FRBONY
Federal Reserve Bank of New York
New York
-$64.1M
3
BlackRock
BlackRock
New York
-$63.7M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$57.2M
5
Wells Fargo
Wells Fargo
California
-$39.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMM
326
Stadion Money Management
Georgia
– -$1.06M -25,850 Closed
TSS
327
Two Sigma Securities
New York
– -$753K -18,269 Closed
CCM
328
Crabel Capital Management
California
– -$432K -10,500 Closed
HIP
329
HUB Investment Partners
Texas
– -$416K -10,089 Closed
ICP
330
Interchange Capital Partners
Pennsylvania
– -$320K -7,746 Closed
APW
331
Austin Private Wealth
Texas
– -$308K -7,477 Closed
TC
332
Trilogy Capital
California
– -$261K -6,347 Closed
RA
333
RFG Advisory
Alabama
– -$225K -5,473 Closed
EWA
334
EP Wealth Advisors
California
– -$218K -5,293 Closed
HT
335
Heritage Trust
Oklahoma
– -$205K -4,968 Closed
BAMG
336
Brand Asset Management Group
Missouri
– -$45K -1,092 Closed
FFC
337
Fure Financial Corporation
Minnesota
– -$34K -838 Closed
WAP
338
Wealthcare Advisory Partners
Pennsylvania
– -$31K -750 Closed
MF
339
Manchester Financial
California
– -$27K -660 Closed
RFA
340
Reilly Financial Advisors
California
– -$17K -416 Closed
CAC
341
Certified Advisory Corp
Florida
– -$9K -224 Closed
GG
342
Gleason Group
Kentucky
– -$4K -102 Closed
VFA
343
Valeo Financial Advisors
Indiana
– -$4K -90 Closed
APWA
344
Atlas Private Wealth Advisors
New Jersey
– -$4K -85 Closed
WWMSC
345
Wagner Wealth Management (South Carolina)
South Carolina
– -$2K -42 Closed
RWB
346
RMR Wealth Builders
New Jersey
– -$1K -29 Closed
AA
347
Ancora Advisors
Ohio
– -$165 -4 -44%
CAGAS
348
Capital Advisory Group Advisory Services
Minnesota
– +$83 +2 +100%
10 11 12 13
14

USHY Hedge Fund Activity: Q2 2021 in Review

315 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2021, worth a combined $5.51B — up 14% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new USHY positions and 31 closed out — a net gain of 31 holders — while 155 added to existing stakes and 60 trimmed.

The largest buyer was TIAA FSB, adding an estimated $318M. The largest seller was Charles Schwab, cutting an estimated $78.4M.

  • 315 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2021, up from 286 in Q1 2021.
  • Funds reported $5.51B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 62 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2021 and 31 closed out, a net change of +31 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2021 was TIAA FSB, an estimated $318M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2021 was Charles Schwab, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2021.