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iShares Broad USD High Yield Corporate Bond ETF

500 hedge funds and large institutions have $17.1B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

64% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 136

59% more capital invested

Capital invested by funds: $10.7B → $17.1B (+$6.35B)

7.61% more ownership

Funds ownership: 80.92%88.53% (+7.6%)

6% more funds holding

Funds holding: 470500 (+30)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

Holders
500
Holders Change
+30
Holders Change %
+6.38%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
83
Increased
223
Reduced
136
Closed
49
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
351
Kohmann Bosshard Financial Services
Ohio
$257K +$887 +24 +0.4%
SCA
352
Snowden Capital Advisors
New York
$255K +$3.1K +84 +1%
MCI
353
MRP Capital Investments
Georgia
$254K -$844K -22,832 -77%
MW
354
Maia Wealth
Colorado
$252K +$251K +6,785 New
TC
355
TAGStone Capital
North Carolina
$244K +$3.92K +106 +2%
WI
356
WrapManager Inc
California
$242K +$237K +6,426 New
PG
357
Patten Group
Tennessee
$241K -$7.24K -196 -3%
BCMLT
358
Beacon Capital Management LLC (Tennessee)
Tennessee
$235K +$80.2K +2,171 +53%
GRP
359
Global Retirement Partners
California
$234K +$13.3K +359 +6%
UAG
360
United Advisor Group
Ohio
$231K +$226K +6,130 New
SF
361
SWP Financial
California
$227K -$4.67M -126,454 -95%
IWA
362
Icon Wealth Advisors
Texas
$227K +$222K +6,022 New
FI
363
FWG Investments
Kentucky
$226K +$222K +6,003 New
AFP
364
Alpha Financial Partners
Kentucky
$223K +$219K +5,919 New
EFG
365
Ehrlich Financial Group
California
$223K +$219K +5,919 New
HIP
366
HUB Investment Partners
Texas
$221K +$628 +17 +0.3%
GSEP
367
Golden State Equity Partners
California
$220K +$216K +5,856 New
HCA
368
Harbour Capital Advisors
Virginia
$215K +$214K +5,784 New
SAM
369
Secure Asset Management
Michigan
$213K +$209K +5,667 New
NFG
370
Nations Financial Group
Iowa
$213K +$209K +5,664 New
IWC
371
Integrated Wealth Concepts
Massachusetts
$213K -$124K -3,358 -37%
CB
372
Commerce Bank
Missouri
$212K -$42.2K -1,142 -17%
SI
373
Saxon Interests
Texas
$210K -$1.07M -29,067 -84%
GSC
374
G&S Capital
Colorado
$210K +$2.18K +59 +1%
RSWM
375
Robertson Stephens Wealth Management
California
$210K -$1.73M -46,756 -89%

USHY Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2024, worth a combined $17.1B — up 59% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new USHY positions and 49 closed out — a net gain of 34 holders — while 223 added to existing stakes and 136 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.3B. The largest seller was TIAA Trust, National Association, cutting an estimated $476M.

  • 500 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2024, up from 470 in Q2 2024.
  • Funds reported $17.1B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2024, up 59% quarter-over-quarter.
  • 83 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2024 and 49 closed out, a net change of +34 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.3B added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $476M sold.

Based on aggregated 13F filings for Q3 2024.