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iShares Broad USD High Yield Corporate Bond ETF

500 hedge funds and large institutions have $17.1B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

64% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 136

59% more capital invested

Capital invested by funds: $10.7B → $17.1B (+$6.35B)

7.61% more ownership

Funds ownership: 80.92%88.53% (+7.6%)

6% more funds holding

Funds holding: 470500 (+30)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

Holders
500
Holders Change
+30
Holders Change %
+6.38%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
83
Increased
223
Reduced
136
Closed
49
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
326
Kingsview Wealth Management
Oregon
$333K +$73.4K +1,987 +29%
MWM
327
Mattern Wealth Management
Kansas
$327K +$73.9K +2,000 +30%
PPG
328
Peak Planning Group
Colorado
$326K +$320K +8,657 New
WBCM
329
Wilson & Boucher Capital Management
California
$316K
MLA
330
My Legacy Advisors
Oregon
$313K
CA
331
Continuum Advisory
Idaho
$312K +$31.9K +863 +11%
RJTCONH
332
Raymond James Trust Company of New Hampshire
New Hampshire
$312K
C
333
Covestor
United Kingdom
$311K +$29.6K +800 +11%
DAS
334
Dynamic Advisor Solutions
Arizona
$303K +$23K +622 +8%
CAL
335
Capital Analysts LLC
Pennsylvania
$302K +$13K +351 +5%
DTC
336
Davidson Trust Company
Washington
$299K -$12.2K -329 -4%
DPI
337
Diversified Portfolios Inc
Michigan
$293K +$12.3K +334 +4%
DWM
338
Diversify Wealth Management
Utah
$281K -$32.6K -882 -10%
IF
339
IRON Financial
Illinois
$281K
LA
340
Lifeworks Advisors
Michigan
$280K +$275K +7,430 New
CWM
341
Congress Wealth Management
Massachusetts
$277K +$1.7K +46 +0.6%
AAS
342
Ameritas Advisory Services
Nebraska
$277K +$272K +7,358 New
MSAM
343
Moloney Securities Asset Management
Missouri
$266K +$261K +7,061 New
RFS
344
Richardson Financial Services
Massachusetts
$264K
AA
345
Aire Advisors
California
$264K +$18.3K +495 +8%
EWA
346
Emergent Wealth Advisors
New York
$263K -$283K -7,665 -52%
FA
347
FDx Advisors
Illinois
$262K -$11.1K -301 -4%
BWFA
348
Baltimore-Washington Financial Advisors
Maryland
$261K -$25.3K -686 -9%
FNWA
349
Financial Network Wealth Advisors
Utah
$261K +$4.14K +112 +2%
BFA
350
Bragg Financial Advisors
North Carolina
$259K -$49K -1,325 -16%

USHY Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2024, worth a combined $17.1B — up 59% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new USHY positions and 49 closed out — a net gain of 34 holders — while 223 added to existing stakes and 136 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.3B. The largest seller was TIAA Trust, National Association, cutting an estimated $476M.

  • 500 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2024, up from 470 in Q2 2024.
  • Funds reported $17.1B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2024, up 59% quarter-over-quarter.
  • 83 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2024 and 49 closed out, a net change of +34 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.3B added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $476M sold.

Based on aggregated 13F filings for Q3 2024.