We are live on ! Find out more
USHY icon

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
AF
401
Advisornet Financial
Minnesota
$81.4K +$10.2K +276 +15%
WSFS
402
Wilmington Savings Fund Society
Delaware
$73.8K +$72.4K +1,959 New
RF
403
Robinswood Financial
Washington
$72.7K
BIA
404
Bell Investment Advisors
California
$69.2K +$1.11K +30 +2%
IRC
405
Investors Research Corp
Georgia
$67.2K
OW
406
Olistico Wealth
Oklahoma
$63.4K
GM
407
GeoWealth Management
Illinois
$62.5K +$61.4K +1,661 New
EAM
408
Empirical Asset Management
Massachusetts
$61K -$52K -1,407 -10%
OA
409
Operose Advisors
Wisconsin
$60.5K +$59.3K +1,606 New
EWA
410
EverSource Wealth Advisors
Alabama
$59.9K -$4.1K -111 -7%
CIAS
411
Capital Investment Advisory Services
North Carolina
$58.9K
WT
412
Whittier Trust
California
$58.7K
NP
413
NorthRock Partners
Minnesota
$57.3K +$56.3K +1,523 New
NFSG
414
Newbridge Financial Services Group
Florida
$56.5K +$18.5K +500 +50%
EWP
415
Elevation Wealth Partners
California
$54.6K +$887 +24 +2%
FDCP
416
Foster Dykema Cabot & Partners
Massachusetts
$53.5K
CP
417
Castleview Partners
Texas
$52.1K +$22.3K +603 +77%
TCG
418
Transcendent Capital Group
Oklahoma
$48.7K +$47.7K +1,292 New
PB
419
Pinnacle Bancorp
Nebraska
$46.6K +$37.1K +1,004 +429%
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$44.2K +$11.4K +309 +36%
CA
421
CoreCap Advisors
Michigan
$40.6K +$36.6K +991 +1,126%
HWA
422
HHM Wealth Advisors
Tennessee
$38.6K
GWSG
423
GPS Wealth Strategies Group
Colorado
$38.5K +$2.18K +59 +6%
PP
424
Pacifica Partners
Canada
$37.6K
HT
425
Headlands Technologies
Illinois
$36.1K -$690K -18,683 -95%

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.