We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

359 hedge funds and large institutions have $6.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 71

123% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 35

11% more funds holding

Funds holding: 323359 (+36)

10% more capital invested

Capital invested by funds: $5.69B → $6.23B (+$546M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3.31% more ownership

Funds ownership: 71.56%74.87% (+3.3%)

Holders
359
Holders Change
+36
Holders Change %
+11.15%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.31%
New
78
Increased
162
Reduced
71
Closed
35
Calls
$185K
Puts
Net Calls
+$185K
Net Calls Change
+$185K
Name Holding Trade Value Shares
Change
Change in
Stake
CP
351
Castleview Partners
Texas
$904 +$1.53M +37,235 New
KFS
352
Kelly Financial Services
Massachusetts
$511 -$2.14K -52 -81%
AIC
353
Archer Investment Corporation
Indiana
$409
BBHC
354
Brown Brothers Harriman & Co
New York
$2
WI
355
WBI Investments
New Jersey
-$24.9M -604,933 Closed
AP
356
Advisors Preferred
Maryland
-$16.9M -408,330 Closed
CI
357
Cavalier Investments
Georgia
-$8.09M -194,954 Closed
EF
358
Empowered Funds
Pennsylvania
-$3.47M -83,869 Closed
GRP
359
Global Retirement Partners
California
-$3.18M -76,622 Closed
CF
360
Centaurus Financial
California
-$1.36M -32,765 Closed
SFO
361
Stokes Family Office
Louisiana
-$479K -11,542 Closed
SIM
362
Stratos Investment Management
Ohio
-$378K -9,107 Closed
FCA
363
FLC Capital Advisors
California
-$371K -8,940 Closed
CPIG
364
Chicago Partners Investment Group
Illinois
-$340K -8,242 Closed
QC
365
QCM Cayman
Texas
-$304K -7,319 Closed
PBF
366
Petix & Botte Financial
California
-$268K -6,505 Closed
SAMC
367
Spectrum Asset Management (California)
California
-$252K -6,080 Closed
BFA
368
Beacon Financial Advisory
Ohio
-$201K -4,833 Closed
LWM
369
Liberty Wealth Management
California
-$54K -1,306 Closed
TRCT
370
Tower Research Capital (TRC)
New York
-$50K -1,195 Closed
CFA
371
Cahill Financial Advisors
Minnesota
-$29K -708 Closed
Bessemer Group
372
Bessemer Group
New Jersey
-$26K -625 Closed
Koshinski Asset Management
373
Koshinski Asset Management
Illinois
-$21.5K -518 Closed
RFA
374
Reilly Financial Advisors
California
-$16K -387 Closed
AWM
375
Atticus Wealth Management
Florida
-$15K -350 Closed

USHY Hedge Fund Activity: Q4 2021 in Review

359 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2021, worth a combined $6.23B — up 9.6% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new USHY positions and 35 closed out — a net gain of 43 holders — while 162 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $27.1M.

  • 359 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2021, up from 323 in Q3 2021.
  • Funds reported $6.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2021, up 9.6% quarter-over-quarter.
  • 78 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2021 and 35 closed out, a net change of +43 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $205M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2021.