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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
AW
376
Avion Wealth
Texas
$2K
AA
377
AlphaMark Advisors
Kentucky
$2K +$2.21K +63 New
RWPA
378
Richard W. Paul & Associates
Michigan
$1.99K -$70 -2 -3%
BBHC
379
Brown Brothers Harriman & Co
New York
$1.85K -$7.95K -226 -81%
Franklin Resources
380
Franklin Resources
California
$1.6K -$94.8K -2,697 -98%
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$1.6K -$45K -1,279 -97%
First Manhattan
382
First Manhattan
New York
$1.46K +$387 +11 +37%
KFS
383
Kelly Financial Services
Massachusetts
$1.34K -$25.7K -730 -95%
PP
384
Pacifica Partners
Canada
$1.12K
GFWA
385
Grey Fox Wealth Advisors
Delaware
$1.07K +$1.05K +30 New
BTI
386
Blue Trust Inc
Georgia
$1K +$246 +7 +24%
Simplex Trading
387
Simplex Trading
Illinois
$1K +$1.83K +52 New
SWG
388
Summit Wealth Group
Vermont
$1K +$1.83M +51,903 New
BHWM
389
Beaird Harris Wealth Management
Texas
$925 +$914 +26 New
APC
390
Aspire Private Capital
North Carolina
$569
NSG
391
Nalls Sherbakoff Group
Tennessee
$372 +$387 +11 New
MAWA
392
Moss Adams Wealth Advisors
Washington
$143
CI
393
Cavalier Investments
Georgia
-$20.4M -590,653 Closed
BCM
394
BlueCrest Capital Management
Jersey
-$15.8M -456,667 Closed
RWP
395
RWA Wealth Partners
Massachusetts
-$9.69M -271,447 Closed
HF
396
HRT Financial
New York
-$8.13M -235,561 Closed
CAI
397
Capital Advisors Inc
Oklahoma
-$4.04M -116,923 Closed
Invesco
398
Invesco
Georgia
-$3.97M -115,000 Closed
HHRDM
399
H&H Retirement Design & Management
Nevada
-$1.8M -50,175 Closed
OPS
400
Orion Portfolio Solutions
Nebraska
-$1.28M -37,071 Closed

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.