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iShares Broad USD High Yield Corporate Bond ETF

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53%85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
351
Brooklyn FI
New York
$336K +$9.04K +243 +3%
WFS
352
WealthGarden F.S.
California
$335K +$339K +9,114 New
RI
353
Rinkey Investments
California
$331K +$335K +9,000 New
PTC
354
Private Trust Company
Ohio
$331K -$10.6K -284 -3%
DTC
355
Davidson Trust Company
Washington
$330K +$38.1K +1,025 +13%
KWM
356
Kingsview Wealth Management
Oregon
$330K +$4.95K +133 +2%
SL
357
Sentinus LLC
Illinois
$328K -$4.65K -125 -1%
SL
358
SWMG LLC
Texas
$325K -$131K -3,519 -29%
CA
359
Continuum Advisory
Idaho
$320K +$11.2K +302 +4%
LPFG
360
Landing Point Financial Group
Ohio
$320K +$321K +8,629 New
C
361
Covestor
United Kingdom
$318K +$14.6K +392 +5%
FF
362
Farnam Financial
Arizona
$314K -$145K -3,886 -31%
GKIM
363
GW&K Investment Management
Massachusetts
$314K +$195K +5,245 +160%
AIM
364
Advyzon Investment Management
Illinois
$312K +$316K +8,492 New
LA
365
Lifeworks Advisors
Michigan
$312K +$39.3K +1,058 +14%
DI
366
Disciplined Investments
Oklahoma
$310K +$314K +8,431 New
WBCM
367
Wilson & Boucher Capital Management
California
$309K
MLA
368
My Legacy Advisors
Oregon
$308K
UWS
369
Unique Wealth Strategies
Illinois
$308K +$311K +8,373 New
OSAM
370
O'Shaughnessy Asset Management
Connecticut
$302K +$271K +7,276 +770%
SG
371
StoneX Group
New York
$284K +$287K +7,711 New
MWM
372
Mattern Wealth Management
Kansas
$281K -$38.4K -1,032 -12%
CWL
373
Causey Wealth LLC
Colorado
$280K +$283K +7,607 New
TC
374
TFR Capital
Texas
$279K +$282K +7,573 New
DWM
375
Diversify Wealth Management
Utah
$276K -$1.97K -53 -0.7%

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.