We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

350 hedge funds and large institutions have $5.13B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 101

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 359350 (-9)

9.38% less ownership

Funds ownership: 74.87%65.49% (-9.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

18% less capital invested

Capital invested by funds: $6.23B → $5.13B (-$1.11B)

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
68
Increased
128
Reduced
101
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$4K -$18.1K -457 -80%
FMP
327
Financial Management Professionals
Texas
$4K +$4.27K +108 New
RIM
328
Rockbridge Investment Management
New York
$3.37K +$553 +14 +19%
BFC
329
Bedel Financial Consulting
Indiana
$3K -$3.67K -93 -56%
AFS
330
Annapolis Financial Services
Maryland
$3K
APC
331
Aspire Private Capital
North Carolina
$3K
ZIG
332
Zullo Investment Group
Pennsylvania
$3K
NFSG
333
Newbridge Financial Services Group
Florida
$3K +$2.57K +65 +500%
GEA
334
Glen Eagle Advisors
New Jersey
$2.68K
AIC
335
Archer Investment Corporation
Indiana
$2.68K +$2.41K +61 +610%
KFI
336
Key Financial Inc
Pennsylvania
$2K -$14.8K -375 -90%
BBHC
337
Brown Brothers Harriman & Co
New York
$2K
LWP
338
Lumature Wealth Partners
Georgia
$2K
RG
339
Retirement Group
California
$2K
PP
340
Pacifica Partners
Canada
$1K
SWM
341
Selective Wealth Management
Virginia
$1K
AF
342
Allworth Financial
California
$1K +$593 +15 New
First Manhattan
343
First Manhattan
New York
$1K +$1.19K +30 New
TAM
344
Tucker Asset Management
Colorado
$777 -$1.98K -50 -71%
KFS
345
Kelly Financial Services
Massachusetts
$487 +$40 +1 +8%
CMF
346
Counterpoint Mutual Funds
California
-$78.7M -1,911,578 Closed
MIM
347
Morningstar Investment Management
Illinois
-$33.1M -804,273 Closed
EC
348
Exelon Corporation
Illinois
-$11.5M -278,838 Closed
RWP
349
RWA Wealth Partners
Massachusetts
-$8.49M -206,180 Closed
SFS
350
Sowell Financial Services
Arkansas
-$2.69M -65,270 Closed

USHY Hedge Fund Activity: Q1 2022 in Review

350 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2022, worth a combined $5.13B — down 18% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of USHY and 68 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 128 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $81.1M. The largest seller was LPL Financial, cutting an estimated $436M.

  • 350 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $5.13B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 68 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $81.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $436M sold.

Based on aggregated 13F filings for Q1 2022.