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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
AFP
401
Ausdal Financial Partners
Iowa
-$1.21M -34,972 Closed
LGWM
402
Litman Gregory Wealth Management
California
-$1.15M -33,430 Closed
SWA
403
Stratos Wealth Advisors
Ohio
-$900K -26,061 Closed
IA
404
IFG Advisory
Georgia
-$440K -12,764 Closed
WWA
405
WCG Wealth Advisors
Nevada
-$420K -12,149 Closed
BCI
406
Brinker Capital Investments
Pennsylvania
-$395K -11,452 Closed
RF
407
RHS Financial
California
-$333K -9,638 Closed
IWC
408
Integrated Wealth Concepts
Massachusetts
-$324K -9,379 Closed
MYIA
409
Mount Yale Investment Advisors
Colorado
-$228K -6,612 Closed
BRWA
410
B. Riley Wealth Advisors
Florida
-$218K -6,315 Closed
KWM
411
Kingsview Wealth Management
Oregon
-$203K -5,868 Closed
AA
412
Aire Advisors
California
-$201K -5,845 Closed
HT
413
Headlands Technologies
Illinois
-$138K -4,005 Closed
CT
414
Colonial Trust
South Carolina
-$121K -3,543 Closed
OWA
415
One Wealth Advisors
California
-$105K -3,039 Closed
RFA
416
Resurgent Financial Advisors
Georgia
-$86.7K -2,510 Closed
ACA
417
Aptus Capital Advisors
Alabama
-$73.7K -2,133 Closed
CS
418
Comerica Securities
Michigan
-$45.1K -1,307 Closed
DWP
419
Destiny Wealth Partners
Florida
-$18.8K -544 Closed
WOSD
420
WFA of San Diego
California
-$16.5K -479 Closed
CA
421
Crewe Advisors
Utah
-$15.8K -458 Closed
MCC
422
Money Concepts Capital
Florida
-$15.2K -441 Closed
CAS
423
Coppell Advisory Solutions
Texas
-$12.7K -369 Closed
CASC
424
Coppell Advisory Solutions Corp
Texas
-$12.7K -369 Closed
EWA
425
EverSource Wealth Advisors
Alabama
-$11.3K -327 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.