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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
AF
376
Advisornet Financial
Minnesota
$68.4K +$470 +13 +0.7%
BIA
377
Bell Investment Advisors
California
$65.5K +$1.16K +32 +2%
IRC
378
Investors Research Corp
Georgia
$64.7K
GI
379
Gradient Investments
Minnesota
$64.4K +$61.1K +1,689 +1,941%
EWA
380
EverSource Wealth Advisors
Alabama
$62.8K +$5.5K +152 +10%
OW
381
Olistico Wealth
Oklahoma
$61.1K +$60.9K +1,684 New
CIAS
382
Capital Investment Advisory Services
North Carolina
$56.7K
WT
383
Whittier Trust
California
$56.6K
EWP
384
Elevation Wealth Partners
California
$51.7K +$904 +25 +2%
FDCP
385
Foster Dykema Cabot & Partners
Massachusetts
$51.6K
HNB
386
Huntington National Bank
Ohio
$51.2K
RFA
387
Register Financial Advisors
Georgia
$46.4K +$30.3K +838 +190%
TSWM
388
Tyler-Stone Wealth Management
Ohio
$46.2K +$651 +18 +1%
HWP
389
Highline Wealth Partners
California
$45.9K -$64.4K -1,782 -59%
HWA
390
HHM Wealth Advisors
Tennessee
$37.2K -$364K -10,073 -91%
NFSG
391
Newbridge Financial Services Group
Florida
$36.3K
PP
392
Pacifica Partners
Canada
$36.3K -$12.3K -340 -25%
GWSG
393
GPS Wealth Strategies Group
Colorado
$34.9K +$15.4K +425 +79%
KFI
394
Key Financial Inc
Pennsylvania
$33.7K +$13K +360 +63%
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$32K
Fifth Third Bancorp
396
Fifth Third Bancorp
Ohio
$31.3K -$125K -3,458 -80%
TCM
397
TD Capital Management
Tennessee
$30.7K +$434 +12 +1%
WTC
398
WhitTier Trust Company
Nevada
$29.4K +$12.3K +339 +72%
BF
399
BOK Financial
Oklahoma
$28.8K +$28.7K +795 New
GLR
400
Great Lakes Retirement
Ohio
$28.4K +$28.3K +784 New

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.