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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CQS
326
Credential Qtrade Securities
$34K +$33.7K +957 New
CIA
327
Cape Investment Advisory
Georgia
$25.8K +$25.5K +726 New
CA
328
Centerpoint Advisors
Massachusetts
$25K +$24.6K +700 New
BWP
329
Baldwin Wealth Partners
Massachusetts
$24.9K +$24.6K +700 New
SIS
330
Sound Income Strategies
Florida
$23.9K +$35 +1 +0.1%
GEA
331
Glen Eagle Advisors
New Jersey
$21.8K +$16.5K +470 +331%
CSPAM
332
Cary Street Partners Asset Management
Virginia
$21.6K -$107K -3,043 -83%
IGWM
333
ICA Group Wealth Management
Colorado
$21.3K -$98K -2,788 -82%
SCA
334
Stonebridge Capital Advisors
Minnesota
$20.4K +$17.9K +508 +758%
AF
335
Allworth Financial
California
$20.1K -$11.4K -323 -36%
GWSG
336
GPS Wealth Strategies Group
Colorado
$19.7K +$19.5K +554 New
CIAS
337
Capital Investment Advisory Services
North Carolina
$19.3K +$1.69K +48 +10%
CFD
338
Creative Financial Designs
Indiana
$19.1K -$10.9K -309 -37%
VWM
339
Valley Wealth Managers
New Jersey
$18.8K +$18.6K +528 New
KFI
340
Key Financial Inc
Pennsylvania
$18.2K +$9.28K +264 +106%
AWA
341
Alaska Wealth Advisors
Alaska
$17.8K +$17.7K +502 New
BFPW
342
BOK Financial Private Wealth
Colorado
$17.8K +$17.6K +500 New
CWP
343
Concord Wealth Partners
Virginia
$17.7K
FCA
344
Fortis Capital Advisors
Kansas
$17.1K
WTC
345
WhitTier Trust Company
Nevada
$16.8K
SIC
346
Salem Investment Counselors
North Carolina
$16.7K -$96.7K -2,750 -85%
TAM
347
Tucker Asset Management
Colorado
$15.1K +$4.22K +120 +39%
FHA
348
First Horizon Advisors
Tennessee
$14.5K
AIP
349
Ameritas Investment Partners
Nebraska
$14.3K +$14.1K +401 New
PA
350
Parallel Advisors
California
$13.8K -$16.6K -472 -55%

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.