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iShares Broad USD High Yield Corporate Bond ETF

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more funds holding

Funds holding: 453470 (+17)

0.51% more ownership

Funds ownership: 80.4%80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
DPI
326
Diversified Portfolios Inc
Michigan
$271K -$52.4K -1,450 -16%
IF
327
IRON Financial
Illinois
$270K
C
328
Covestor
United Kingdom
$270K +$15.2K +421 +6%
DAS
329
Dynamic Advisor Solutions
Arizona
$269K +$268K +7,413 New
CWM
330
Congress Wealth Management
Massachusetts
$266K +$265K +7,323 New
RFS
331
Richardson Financial Services
Massachusetts
$264K -$5.39K -149 -2%
FA
332
FDx Advisors
Illinois
$263K -$3.98K -110 -1%
MC
333
Moors & Cabot
Massachusetts
$256K
SB
334
Strategic Blueprint
Georgia
$253K -$41.6K -1,150 -14%
KWM
335
Kingsview Wealth Management
Oregon
$248K +$248K +6,849 New
FNWA
336
Financial Network Wealth Advisors
Utah
$247K +$247K +6,821 New
KBFS
337
Kohmann Bosshard Financial Services
Ohio
$247K -$28.5K -787 -10%
CB
338
Commerce Bank
Missouri
$245K -$253 -7 -0.1%
SCA
339
Snowden Capital Advisors
New York
$242K -$14.4K -399 -6%
MWM
340
Mattern Wealth Management
Kansas
$242K -$1.08K -30 -0.4%
PG
341
Patten Group
Tennessee
$239K -$340K -9,405 -59%
AA
342
Aire Advisors
California
$236K -$54.2K -1,500 -19%
TC
343
TAGStone Capital
North Carolina
$232K +$4.01K +111 +2%
RIA
344
Regal Investment Advisors
Michigan
$221K -$9.94K -275 -4%
BF
345
Brooklyn FI
New York
$218K +$218K +6,021 New
CIA
346
Capital Investment Advisors
Georgia
$218K -$13.4K -370 -6%
OLA
347
Oliver Luxxe Assets
New Jersey
$218K +$218K +6,017 New
JWCA
348
J.W. Cole Advisors
Florida
$218K -$84.3K -2,332 -28%
BIA
349
Bigelow Investment Advisors
Maine
$216K +$3.94K +109 +2%
UWS
350
Unique Wealth Strategies
Illinois
$214K

USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.