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iShares Broad USD High Yield Corporate Bond ETF

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more funds holding

Funds holding: 453470 (+17)

0.51% more ownership

Funds ownership: 80.4%80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
351
Global Retirement Partners
California
$213K +$116K +3,219 +122%
HIP
352
HUB Investment Partners
Texas
$212K -$125K -3,452 -37%
SW
353
SVB Wealth
Massachusetts
$212K
HHRDM
354
H&H Retirement Design & Management
Nevada
$210K +$207K +5,716 New
UAS
355
United Asset Strategies
New York
$209K -$3.47K -96 -2%
BWP
356
BSW Wealth Partners
Colorado
$206K +$4.48K +124 +2%
GSC
357
G&S Capital
Colorado
$202K -$46.9K -1,296 -19%
Bessemer Group
358
Bessemer Group
New Jersey
$187K
BWAM
359
Boyd Watterson Asset Management
Ohio
$187K -$17.1K -473 -8%
CWP
360
Concord Wealth Partners
Virginia
$181K
HGERS
361
Householder Group Estate & Retirement Specialist
Arizona
$177K -$17.4K -481 -9%
AF
362
Allworth Financial
California
$174K -$118K -3,256 -41%
TRCT
363
Tower Research Capital (TRC)
New York
$171K +$171K +4,716 New
BCMLT
364
Beacon Capital Management LLC (Tennessee)
Tennessee
$148K -$16.6K -458 -10%
FHA
365
First Horizon Advisors
Tennessee
$145K +$94.5K +2,613 +190%
ACA
366
Aptus Capital Advisors
Alabama
$143K +$53.1K +1,470 +59%
SS
367
Sunbelt Securities
Texas
$129K +$84K +2,322 +188%
PO
368
Private Ocean
California
$127K
GKIM
369
GW&K Investment Management
Massachusetts
$119K +$119K +3,280 New
William Blair & Company
370
William Blair & Company
Illinois
$119K +$29.5K +815 +33%
EAM
371
Empirical Asset Management
Massachusetts
$110K +$497K +13,742 New
GWM
372
Geneos Wealth Management
Colorado
$96K +$12.1K +335 +14%
FFA
373
Farther Finance Advisors
California
$89.3K -$795 -22 -0.9%
OP
374
ORG Partners
Indiana
$80.1K +$80.3K +2,220 New
RF
375
Robinswood Financial
Washington
$70.1K +$67.9K +1,879 +3,613%

USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.