We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53%85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
326
Foundations Investment Advisors
Arizona
$428K +$103K +2,762 +31%
KBFS
327
Kohmann Bosshard Financial Services
Ohio
$426K +$177K +4,749 +70%
NAM
328
NorthCrest Asset Manangement
Minnesota
$422K -$36.6K -985 -8%
VVP
329
Venture Visionary Partners
Ohio
$413K +$2.83K +76 +0.7%
AWM
330
AE Wealth Management
Kansas
$407K -$16.3K -438 -4%
BFG
331
Beacon Financial Group
Texas
$400K +$3.83K +103 +1%
LSA
332
L & S Advisors
California
$395K -$92.9K -2,497 -19%
NFP
333
Narus Financial Partners
Utah
$393K +$31.1K +835 +8%
NG
334
Norden Group
Utah
$390K -$24.3K -654 -6%
SPWG
335
Syntegra Private Wealth Group
Missouri
$389K -$16.5K -443 -4%
CAM
336
CPA Asset Management
Florida
$388K
MC
337
Moors & Cabot
Massachusetts
$383K -$3.31K -89 -0.8%
FHA
338
First Horizon Advisors
Tennessee
$379K +$293K +7,891 +327%
EPW
339
Endeavor Private Wealth
Kansas
$377K +$381K +10,249 New
SCM
340
Sheridan Capital Management
California
$375K -$26.1K -703 -6%
AAS
341
Ameritas Advisory Services
Nebraska
$369K +$99.8K +2,684 +36%
ACGA
342
Atlanta Consulting Group Advisors
Georgia
$365K -$80.4K -2,161 -18%
IWC
343
Integrated Wealth Concepts
Massachusetts
$362K +$155K +4,181 +74%
PPG
344
Peak Planning Group
Colorado
$357K +$39.2K +1,055 +12%
UWM
345
USAdvisors Wealth Management
Minnesota
$357K +$818 +22 +0.2%
BPAMU
346
BTG Pactual Asset Management US
New York
$353K -$331K -8,899 -48%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$352K -$39.1K -1,051 -10%
SAG
348
SageView Advisory Group
California
$349K +$352K +9,474 New
WI
349
WrapManager Inc
California
$348K +$113K +3,033 +47%
SWG
350
Summit Wealth Group
Vermont
$344K +$348K +9,348 New

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.