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iShares Broad USD High Yield Corporate Bond ETF
USHY

359 hedge funds and large institutions have $6.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 71

123% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 35

11% more funds holding

Funds holding: 323 → 359 (+36)

10% more capital invested

Capital invested by funds: $5.69B → $6.23B (+$546M)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

3.31% more ownership

Funds ownership: 71.56% → 74.87% (+3.3%)

Holders
359
Holders Change
+36
Holders Change %
+11.15%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.31%
New
78
Increased
162
Reduced
71
Closed
35
Calls
$185K
Puts
–
Net Calls
+$185K
Net Calls Change
+$185K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$205M
2
Bank of America
Bank of America
North Carolina
+$70.3M
3
APF
Alaska Permanent Fund
Alaska
+$62.7M
4
Northern Trust
Northern Trust
Illinois
+$32.1M
5
LPL Financial
LPL Financial
California
+$28.4M

Top Sellers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
-$27.1M
2
WI
WBI Investments
New Jersey
-$24.9M
3
Wells Fargo
Wells Fargo
California
-$17.1M
4
AP
Advisors Preferred
Maryland
-$16.9M
5
PA
PPM America
Illinois
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
326
Annapolis Financial Services
Maryland
$4K – – –
SSB
327
Sandy Spring Bank
Maryland
$4K – – –
LS
328
Leelyn Smith
Illinois
$4K +$1.23K +30 +50%
S
329
SignatureFD
Georgia
$4K +$3.45K +84 +365%
RDIA
330
RE Dickinson Investment Advisors
Iowa
$4K +$4.19K +102 New
APC
331
Aspire Private Capital
North Carolina
$3K – – –
RIM
332
Rockbridge Investment Management
New York
$3K +$82 +2 +3%
CCM
333
Chilton Capital Management
Texas
$3K +$2.63K +64 New
ZIG
334
Zullo Investment Group
Pennsylvania
$3K +$3.45K +84 New
TAM
335
Tucker Asset Management
Colorado
$2.88K – – –
GEA
336
Glen Eagle Advisors
New Jersey
$2.84K -$8.43K -205 -75%
ACM
337
Absolute Capital Management
Pennsylvania
$2.35K +$2.34K +57 New
MP
338
McDonald Partners
Ohio
$2.35K +$2.34K +57 New
FFG
339
Ford Financial Group
California
$2.34K -$264K -6,423 -10%
LWP
340
Lumature Wealth Partners
Georgia
$2K -$1.52K -37 -39%
CFA
341
Carroll Financial Associates
North Carolina
$2K – – –
RG
342
Retirement Group
California
$2K – – –
VCM
343
Versant Capital Management
Arizona
$2K – – –
BWA
344
BDO Wealth Advisors
Florida
$2K +$1.6K +39 New
NSIM
345
North Star Investment Management
Illinois
$2K +$2.06K +50 New
FF
346
FourThought Financial
Florida
$1K -$1.44K -35 -67%
PP
347
Pacifica Partners
Canada
$1K -$288 -7 -18%
NFSG
348
Newbridge Financial Services Group
Florida
$1K – – –
BWL
349
Bogart Wealth LLC
Virginia
$1K +$493 +12 +300%
SWM
350
Selective Wealth Management
Virginia
$1K +$535 +13 New
12 13
14
15 16

USHY Hedge Fund Activity: Q4 2021 in Review

359 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2021, worth a combined $6.23B — up 9.6% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new USHY positions and 35 closed out — a net gain of 43 holders — while 162 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $27.1M.

  • 359 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2021, up from 323 in Q3 2021.
  • Funds reported $6.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2021, up 9.6% quarter-over-quarter.
  • 78 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2021 and 35 closed out, a net change of +43 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $205M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2021.