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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
351
Gradient Investments
Minnesota
$13K -$74.7K -2,125 -85%
HNB
352
Huntington National Bank
Ohio
$11.7K
TWC
353
TD Waterhouse Canada
Ontario, Canada
$11.7K +$8.62K +245 New
MBFW
354
Morton Brown Family Wealth
Pennsylvania
$11.4K +$11.3K +320 New
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$11K +$3.69K +105 +51%
WWP
356
WR Wealth Planners
Missouri
$10.8K -$33K -939 -76%
SC
357
Stephens Consulting
Michigan
$9.12K +$141 +4 +2%
PPWM
358
PFG Private Wealth Management
Florida
$8.53K -$59.8K -1,700 -88%
CTC
359
Central Trust Company
Missouri
$8.32K
CSPIA
360
Cary Street Partners Investment Advisory
Virginia
$7.93K -$422 -12 -5%
Commonwealth Equity Services
361
Commonwealth Equity Services
Massachusetts
$7.48K -$2.18M -61,944 -23%
AWM
362
Abound Wealth Management
Tennessee
$6.29K +$5.91K +168 +1,867%
PSB
363
Piscataqua Savings Bank
New Hampshire
$6.04K -$70 -2 -1%
HBW
364
Hazlett, Burt & Watson
West Virginia
$6K +$70 +2 +1%
FWM
365
Focused Wealth Management
New York
$5.16K
CB
366
Centennial Bank
Arkansas
$4.37K
FMP
367
Financial Management Professionals
Texas
$4K
CB
368
CNB Bank
Pennsylvania
$3.48K +$3.45K +98 New
RFA
369
Register Financial Advisors
Georgia
$3.21K +$35 +1 +1%
WP
370
WealthShield Partners
North Carolina
$3.13K +$3.1K +88 New
AIP
371
Ahrens Investment Partners
Louisiana
$3.06K +$3.02K +86 New
MHR
372
Matthew Hamilton Rosenberg
$2.77K -$6.4K -182 -70%
AWM
373
Atticus Wealth Management
Florida
$2.6K
AIC
374
Archer Investment Corporation
Indiana
$2.17K
LWP
375
Lumature Wealth Partners
Georgia
$2.03K

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.