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iShares Broad USD High Yield Corporate Bond ETF
USHY

323 hedge funds and large institutions have $5.69B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 81

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

6.01% more ownership

Funds ownership: 65.55% → 71.56% (+6%)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

3% more funds holding

Funds holding: 315 → 323 (+8)

3% more capital invested

Capital invested by funds: $5.51B → $5.69B (+$182M)

Holders
323
Holders Change
+8
Holders Change %
+2.54%
% of All Funds
5.65%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
50
Increased
142
Reduced
81
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$158M
2
Northern Trust
Northern Trust
Illinois
+$97.5M
3
AC
Allstate Corporation
Illinois
+$85.8M
4
LPL Financial
LPL Financial
California
+$63.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.1M

Top Sellers

1
Citigroup
Citigroup
New York
-$110M
2
WI
WBI Investments
New Jersey
-$29.1M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$20.5M
4
CMF
Counterpoint Mutual Funds
California
-$17.8M
5
MIS
Morningstar Investment Services
Illinois
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
326
SkyView Investment Advisors
New Jersey
– -$2.4M -58,287 Closed
FTUS
327
Flow Traders U.S.
New York
– -$1.53M -36,755 Closed
WBG
328
Wharton Business Group
Pennsylvania
– -$1.6M -34,580 Closed
BAM
329
BTS Asset Management
Massachusetts
– -$999K -23,993 Closed
TCOO
330
Trust Company of Oklahoma
Oklahoma
– -$834K -20,000 Closed
CFG
331
Cooper Financial Group
California
– -$680K -16,300 Closed
BRWM
332
B. Riley Wealth Management
Tennessee
– -$928K -15,562 Closed
HGWM
333
Horst & Graben Wealth Management
Oregon
– -$594K -14,233 Closed
IWM
334
IHT Wealth Management
Illinois
– -$538K -12,892 Closed
BCM
335
Brookstone Capital Management
Illinois
– -$486K -11,695 Closed
SL
336
SWMG LLC
Texas
– -$421K -10,089 Closed
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
– -$334K -8,000 Closed
PCA
338
Pallas Capital Advisors
Massachusetts
– -$326K -7,894 Closed
WFC
339
Western Financial Corp
California
– -$286K -6,857 Closed
VFM
340
Vivid Financial Management
California
– -$249K -5,976 Closed
VA
341
Valmark Advisers
Ohio
– -$248K -5,950 Closed
TCA
342
Transcend Capital Advisors
New Jersey
– -$243K -5,878 Closed
WP
343
WealthShield Partners
North Carolina
– -$154K -3,682 Closed
SL
344
Savior LLC
Massachusetts
– -$49K -1,175 Closed
VNA
345
Valley National Advisers
Pennsylvania
– -$11.8K -283 -99%
GI
346
Gradient Investments
Minnesota
– -$12K -280 Closed
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
– -$10K -231 Closed
RDWM
348
Red Door Wealth Management
Tennessee
– -$8K -215 Closed
FPS
349
Fieldpoint Private Securities
Connecticut
– -$5K -117 Closed
JWBC
350
John W. Brooker & Co
California
– -$5K -112 Closed
11 12 13
14
15

USHY Hedge Fund Activity: Q3 2021 in Review

323 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2021, worth a combined $5.69B — up 3.3% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USHY positions and 36 closed out — a net gain of 14 holders — while 142 added to existing stakes and 81 trimmed.

The largest buyer was Bank of America, adding an estimated $158M. The largest seller was Citigroup, cutting an estimated $110M.

  • 323 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $5.69B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 50 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2021 and 36 closed out, a net change of +14 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $158M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2021 was Citigroup, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2021.