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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
CP
401
Castleview Partners
Texas
$28.3K -$28.3K -784 -50%
HFS
402
Horizon Financial Services
North Carolina
$27.7K -$37.5K -1,037 -58%
TFF
403
The Family Firm
Maryland
$26.5K +$26.4K +731 New
MA
404
MCF Advisors
Kentucky
$24.2K
CAS
405
Coppell Advisory Solutions
Texas
$24.1K +$24K +664 New
SWM
406
Spire Wealth Management
Virginia
$23.9K -$615 -17 -3%
HBW
407
Hazlett, Burt & Watson
West Virginia
$23K +$16.8K +466 +276%
GEA
408
Glen Eagle Advisors
New Jersey
$20.9K
TAM
409
Tucker Asset Management
Colorado
$20.4K -$73.6K -2,036 -78%
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$19.7K +$12.6K +348 +178%
TWP
411
Triad Wealth Partners
Kansas
$19.7K +$19.6K +543 New
AAP
412
Arax Advisory Partners
Colorado
$18.4K +$18.3K +507 New
CIA
413
Cape Investment Advisory
Georgia
$17.1K -$1.45K -40 -8%
BTC
414
Bank & Trust Company
Illinois
$16.8K +$16.8K +464 New
RCM
415
Raleigh Capital Management
North Carolina
$16.4K +$289 +8 +2%
CHA
416
Carmichael Hill & Associates
Maryland
$16.1K +$289 +8 +2%
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$15.6K -$20.2K -559 -57%
SIS
418
Sound Income Strategies
Florida
$14.8K +$5.57K +154 +60%
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$12.2K +$12.2K +337 New
CT
420
Colonial Trust
South Carolina
$10.9K +$10.9K +301 New
BWL
421
Bogart Wealth LLC
Virginia
$10.7K +$10.6K +294 New
BSB
422
Bangor Savings Bank
Maine
$10.4K +$10.4K +288 New
SC
423
Stephens Consulting
Michigan
$10.1K +$145 +4 +1%
NS
424
NBC Securities
Alabama
$9K
AWM
425
Activest Wealth Management
Florida
$8.99K +$8.97K +248 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.