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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
BWFA
401
Baltimore-Washington Financial Advisors
Maryland
$213K -$42.9K -1,154 -17%
SFC
402
Strategic Financial Concepts
Texas
$211K +$213K +5,727 New
IP
403
Intellectus Partners
California
$210K +$212K +5,700 New
GSC
404
G&S Capital
Colorado
$210K +$4.83K +130 +2%
VIPI
405
Vista Investment Partners II
Indiana
$209K +$212K +5,690 New
GS
406
GWN Securities
Florida
$209K +$211K +5,671 New
CB
407
Commerce Bank
Missouri
$207K
EWA
408
Emergent Wealth Advisors
New York
$203K -$55.5K -1,491 -21%
LCM
409
Liberty Capital Management
Michigan
$202K +$204K +5,488 New
HAS
410
HBW Advisory Services
California
$201K +$2.19K +59 +1%
BCMLT
411
Beacon Capital Management LLC (Tennessee)
Tennessee
$194K -$36.5K -981 -16%
AAP
412
Arax Advisory Partners
Colorado
$194K +$177K +4,758 +938%
SIS
413
Sound Income Strategies
Florida
$189K -$9.63K -259 -5%
ACA
414
Aptus Capital Advisors
Alabama
$181K +$49.8K +1,339 +38%
CFGS
415
Concourse Financial Group Securities
Alabama
$180K -$23.5K -633 -12%
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
$172K +$148K +3,976 +579%
BWAM
417
Boyd Watterson Asset Management
Ohio
$165K -$11K -295 -6%
NB
418
NBT Bank
New York
$138K +$4.39K +118 +3%
CFB
419
Cullen/Frost Bankers
Texas
$126K +$106K +2,850 +488%
CWP
420
Concord Wealth Partners
Virginia
$124K -$60.4K -1,623 -33%
EB
421
Eastern Bank
Massachusetts
$120K
WSFS
422
Wilmington Savings Fund Society
Delaware
$118K +$46.9K +1,261 +64%
Corient Private Wealth
423
Corient Private Wealth
Florida
$109K +$13.1K +352 +2%
DF
424
Dunhill Financial
United Kingdom
$96.8K +$4.28K +115 +5%
OP
425
ORG Partners
Indiana
$95.7K +$15.7K +423 +19%

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.