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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
UAS
376
United Asset Strategies
New York
$208K -$8.42K -228 -4%
NCM
377
Noesis Capital Mangement
Florida
$206K +$203K +5,484 New
CFGS
378
Concourse Financial Group Securities
Alabama
$206K -$996K -26,971 -83%
MAM
379
Milestone Asset Management
Pennsylvania
$205K +$202K +5,457 New
TCPW
380
Twin City Private Wealth
North Carolina
$204K +$200K +5,414 New
SIS
381
Sound Income Strategies
Florida
$203K +$184K +4,993 +1,221%
HAS
382
HBW Advisory Services
California
$203K +$199K +5,395 New
BIA
383
Bigelow Investment Advisors
Maine
$202K -$21.6K -585 -10%
IAS
384
Insigneo Advisory Services
Florida
$201K +$197K +5,330 New
GWM
385
Geneos Wealth Management
Colorado
$193K +$91.8K +2,485 +94%
CWP
386
Concord Wealth Partners
Virginia
$188K +$148 +4 +0.1%
BWAM
387
Boyd Watterson Asset Management
Ohio
$180K -$13.7K -372 -7%
NB
388
NBT Bank
New York
$137K +$130K +3,512 +2,976%
ACA
389
Aptus Capital Advisors
Alabama
$134K -$14.2K -385 -10%
EB
390
Eastern Bank
Massachusetts
$123K +$121K +3,270 New
GKIM
391
GW&K Investment Management
Massachusetts
$123K
William Blair & Company
392
William Blair & Company
Illinois
$116K -$7.21K -195 -6%
AF
393
Allworth Financial
California
$102K -$74.7K -2,021 -43%
Bessemer Group
394
Bessemer Group
New Jersey
$98K -$94.5K -2,558 -50%
HGERS
395
Householder Group Estate & Retirement Specialist
Arizona
$95K -$86.4K -2,339 -48%
DF
396
Dunhill Financial
United Kingdom
$94.7K -$224K -6,059 -71%
FHA
397
First Horizon Advisors
Tennessee
$90.8K -$58.2K -1,576 -40%
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$89.6K +$75.5K +2,044 +607%
FFA
399
Farther Finance Advisors
California
$88.3K -$4.88K -132 -5%
OP
400
ORG Partners
Indiana
$82K -$1.55K -42 -2%

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.