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iShares Broad USD High Yield Corporate Bond ETF

350 hedge funds and large institutions have $5.13B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 101

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 359350 (-9)

9.38% less ownership

Funds ownership: 74.87%65.49% (-9.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

18% less capital invested

Capital invested by funds: $6.23B → $5.13B (-$1.11B)

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
68
Increased
128
Reduced
101
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
351
Advisory Services Network
Georgia
-$2.44M -59,138 Closed
FFG
352
Ford Financial Group
California
-$2.34K -56,810 Closed
AI
353
Atria Investments
North Carolina
-$1.61M -39,157 Closed
CP
354
Castleview Partners
Texas
-$904 -37,235 Closed
TSS
355
Two Sigma Securities
New York
-$1.34M -32,653 Closed
BIP
356
Blueprint Investment Partners
North Carolina
-$1.27M -30,811 Closed
CB
357
Community Bank
New York
-$1.24M -30,000 Closed
PPA
358
Parametric Portfolio Associates
Washington
-$1.12M -27,174 Closed
Mariner
359
Mariner
Kansas
-$1.12M -27,129 Closed
PG
360
Proffitt & Goodson
Tennessee
-$1.01M -24,505 Closed
BG
361
Benedetti & Gucer
Georgia
-$676K -16,416 Closed
AWM
362
Axxcess Wealth Management
California
-$618K -15,000 Closed
SB
363
Strategic Blueprint
Georgia
-$602K -14,616 Closed
VCM
364
Virtue Capital Management
Tennessee
-$573K -13,902 Closed
MHB
365
Midwest Heritage Bank
Iowa
-$568K -13,788 Closed
OWA
366
Outlook Wealth Advisors
Texas
-$545K -13,228 Closed
RA
367
RFG Advisory
Alabama
-$525K -12,754 Closed
AP
368
Advisor Partners
California
-$448K -10,864 Closed
AAS
369
Ameritas Advisory Services
Nebraska
-$433K -10,523 Closed
GP
370
Geneva Partners
Wisconsin
-$411K -9,987 Closed
MFG
371
Menard Financial Group
Texas
-$395K -9,601 Closed
PCS
372
Personal CFO Solutions
New Jersey
-$357K -8,667 Closed
Fisher Asset Management
373
Fisher Asset Management
Washington
-$335K -8,142 Closed
LWM
374
Laidlaw Wealth Management
New York
-$323K -7,850 Closed
WWM
375
WT Wealth Management
Arizona
-$302K -7,322 Closed

USHY Hedge Fund Activity: Q1 2022 in Review

350 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2022, worth a combined $5.13B — down 18% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of USHY and 68 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 128 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $81.1M. The largest seller was LPL Financial, cutting an estimated $436M.

  • 350 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $5.13B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 68 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $81.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $436M sold.

Based on aggregated 13F filings for Q1 2022.