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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
MWM
426
MinichMacGregor Wealth Management
New York
-$10.5K -305 Closed
BAAM
427
Baker Avenue Asset Management
California
-$9.6K -278 Closed
BCV
428
Banque Cantonale Vaudoise
Switzerland
-$9K -274 Closed
LSA
429
Lansing Street Advisors
Pennsylvania
-$8.67K -251 Closed
GMA
430
Glassy Mountain Advisors
Maryland
-$5.01K -145 Closed
CWAF
431
Core Wealth Advisors (Florida)
Florida
-$4.63K -134 Closed
AWM
432
Accurate Wealth Management
Florida
-$4.62K -130 Closed
TCM
433
Tradewinds Capital Management
Washington
-$3.9K -113 Closed
CG
434
Cutler Group
California
-$3K -100 Closed
MFT
435
Moisand Fitzgerald Tamayo
Florida
-$2.94K -85 Closed
ZIG
436
Zullo Investment Group
Pennsylvania
-$2.9K -84 Closed
LS
437
Leelyn Smith
Illinois
-$2.69K -78 Closed
MPCL
438
My Personal CFO LLC
Washington
-$2.28K -66 Closed
RG
439
Retirement Group
California
-$2K -60 Closed
HDIM
440
Hanson & Doremus Investment Management
Vermont
-$2K -46 Closed
FGAM
441
Financial Gravity Asset Management
Texas
-$25.2K -35 Closed
AA
442
Addison Advisors
Vermont
-$1.04K -30 Closed
BHWM
443
Bay Harbor Wealth Management
Maryland
-$1K -30 Closed
FA
444
Fiduciary Alliance
South Carolina
-$829 -24 Closed
RA
445
Rise Advisors
New York
-$829 -24 Closed
CCMI
446
Creative Capital Management Investments
California
-$1K -15 Closed
BWL
447
Bogart Wealth LLC
Virginia
-$138 -4 Closed
WA
448
Win Advisors
Florida
-$138 -4 Closed
HIA
449
Harbor Investment Advisory
Maryland
-$69 -2 Closed
ADL
450
Asset Dedication LLC
California
+$176 +5 New

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.