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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
CCM
376
Crabel Capital Management
California
-$298K -7,223 Closed
AWA
377
Arete Wealth Advisors
Illinois
-$292K -7,106 Closed
CWA
378
Centennial Wealth Advisory
Michigan
-$280K -6,805 Closed
BTWM
379
Baker Tilly Wealth Management
Wisconsin
-$277K -6,714 Closed
CA
380
Cetera Advisors
Colorado
-$266K -6,455 Closed
JCM
381
Jacobi Capital Management
Pennsylvania
-$263K -6,391 Closed
CM
382
Columbus Macro
Pennsylvania
-$261K -6,331 Closed
IFG
383
Investors Financial Group
Minnesota
-$257K -6,241 Closed
NB
384
NBT Bank
New York
-$230K -5,580 Closed
ARC
385
Advisor Resource Council
Texas
-$223K -5,394 Closed
CPW
386
Catalyst Private Wealth
California
-$218K -5,304 Closed
VW
387
Vance Wealth
California
-$216K -5,241 Closed
MOS
388
MGO One Seven
Ohio
-$216K -5,232 Closed
TFA
389
Teamwork Financial Advisors
Texas
-$213K -5,180 Closed
RCM
390
Raleigh Capital Management
North Carolina
-$153K -3,706 Closed
TLFA
391
True Link Financial Advisors
California
-$73K -1,766 Closed
CWS
392
Confluence Wealth Services
Pennsylvania
-$67K -1,639 Closed
PCG
393
Private Capital Group
Connecticut
-$40K -972 Closed
CA
394
CoreCap Advisors
Michigan
-$31K -761 Closed
CFCI
395
Comprehensive Financial Consultants Institutional
Indiana
-$22K -570 Closed
PWMG
396
Prestige Wealth Management Group
New Jersey
-$23K -550 Closed
SFM
397
Signet Financial Management
New Jersey
-$15K -371 Closed
PO
398
Private Ocean
California
-$12K -303 Closed
TFA
399
Toth Financial Advisory
Virginia
-$6K -157 Closed
CCMW
400
Cypress Capital Management (Wyoming)
Wyoming
-$6K -143 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.