We are live on ! Find out more
USHY icon

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
GWM
376
Geneos Wealth Management
Colorado
$275K +$87.1K +2,342 +46%
IF
377
IRON Financial
Illinois
$274K
CWM
378
Congress Wealth Management
Massachusetts
$271K +$149 +4 +0.1%
HCA
379
Harbour Capital Advisors
Virginia
$271K +$57.3K +1,540 +27%
CAL
380
Capital Analysts LLC
Pennsylvania
$269K -$26.8K -721 -9%
IAS
381
Insigneo Advisory Services
Florida
$269K +$73.5K +1,976 +37%
BAM
382
Berkshire Asset Management
Pennsylvania
$268K -$144K -3,873 -35%
CSP
383
Cary Street Partners
Virginia
$268K +$271K +7,284 New
BFA
384
Bragg Financial Advisors
North Carolina
$263K +$10.3K +277 +4%
AA
385
Aire Advisors
California
$262K +$4.72K +127 +2%
MSAM
386
Moloney Securities Asset Management
Missouri
$260K
MCI
387
MRP Capital Investments
Georgia
$248K
TC
388
TAGStone Capital
North Carolina
$244K +$5.62K +151 +2%
RFS
389
Richardson Financial Services
Massachusetts
$238K -$29.9K -804 -11%
PG
390
Patten Group
Tennessee
$234K -$1.86K -50 -0.8%
WEG
391
World Equity Group
Illinois
$233K +$236K +6,334 New
DPI
392
Diversified Portfolios Inc
Michigan
$233K -$54.8K -1,474 -19%
MHC
393
May Hill Capital
Massachusetts
$231K +$234K +6,284 New
HT
394
Headlands Technologies
Illinois
$230K +$197K +5,290 +552%
SCA
395
Snowden Capital Advisors
New York
$229K -$20.2K -542 -8%
VFG
396
Victory Financial Group
Texas
$226K +$228K +6,142 New
SFS
397
Security Financial Services
Indiana
$224K +$226K +6,086 New
BIA
398
Bigelow Investment Advisors
Maine
$223K +$25.2K +678 +13%
FI
399
FWG Investments
Kentucky
$222K +$669 +18 +0.3%
NFG
400
Nations Financial Group
Iowa
$214K +$5.54K +149 +3%

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.