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iShares Broad USD High Yield Corporate Bond ETF
USHY

453 hedge funds and large institutions have $9.61B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 189 increasing their positions, 140 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,750% more call options, than puts

Call options by funds: $234K | Put options by funds: $4K

35% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 140

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

1% more funds holding

Funds holding: 448 → 453 (+5)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

5.94% less ownership

Funds ownership: 86.35% → 80.4% (-5.9%)

7% less capital invested

Capital invested by funds: $10.4B → $9.61B (-$776M)

Holders
453
Holders Change
+5
Holders Change %
+1.12%
% of All Funds
6.53%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
65
Increased
189
Reduced
140
Closed
56
Calls
$234K
Puts
$4K
Net Calls
+$230K
Net Calls Change
-$75K

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$107M
2
CMF
Counterpoint Mutual Funds
California
+$81.5M
3
PP
Prudential plc
United Kingdom
+$73.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$72.8M
5
Jane Street
Jane Street
New York
+$62.9M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$972M
2
BlackRock
BlackRock
New York
-$264M
3
Morgan Stanley
Morgan Stanley
New York
-$92.8M
4
KOC
Koss-Olinger Consulting
Florida
-$65M
5
MIS
Morningstar Investment Services
Illinois
-$61.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
426
Future Financial Wealth Management
Ohio
$3.77K +$3.74K +103 New
GI
427
Gradient Investments
Minnesota
$3.19K +$2.73K +75 +625%
PA
428
PSI Advisors
Florida
$3.15K – – –
AW
429
Avion Wealth
Texas
$3K – – –
WCM
430
Winthrop Capital Management
Indiana
$3K +$2.73K +75 New
IBOK
431
Independence Bank of Kentucky
Kentucky
$2.89K – – –
MHR
432
Matthew Hamilton Rosenberg
$2.82K – – –
AIC
433
Archer Investment Corporation
Indiana
$2.23K – – –
CB
434
CNB Bank
Pennsylvania
$2.19K +$2.18K +60 New
AWM
435
Atticus Wealth Management
Florida
$2.01K -$654 -18 -25%
RF
436
Robinswood Financial
Washington
$1.88K +$1.89K +52 New
WP
437
WealthShield Partners
North Carolina
$1.69K +$36 +1 +2%
DJSG
438
D.J. St. Germain
Massachusetts
$1.61K -$2.8K -77 -64%
First Manhattan
439
First Manhattan
New York
$1.5K – – –
KWAG
440
Kiely Wealth Advisory Group
North Carolina
$1.44K – – –
LI
441
LRI Investments
Florida
$1.43K +$1.42K +39 New
GJIA
442
Glass Jacobson Investment Advisors
Maryland
$1.14K +$1.13K +31 New
RWPA
443
Richard W. Paul & Associates
Michigan
$1.13K – – –
S
444
Sachetta
Massachusetts
$1.03K – – –
KFS
445
Kelly Financial Services
Massachusetts
$923 – – –
Franklin Resources
446
Franklin Resources
California
$878 -$109 -3 -11%
FPF
447
First Pacific Financial
Washington
$769 +$763 +21 New
APC
448
Aspire Private Capital
North Carolina
$585 – – –
GTAM
449
Global Trust Asset Management
Florida
$476 – – –
T
450
Tidemark
California
$329 -$2.94K -81 -90%
16 17
18
19 20

USHY Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2024, worth a combined $9.61B — down 7.5% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new USHY positions and 56 closed out — a net gain of 9 holders — while 189 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $107M. The largest seller was Fisher Asset Management, cutting an estimated $972M.

  • 453 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2024, up from 448 in Q4 2023.
  • Funds reported $9.61B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2024, down 7.5% quarter-over-quarter.
  • 65 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2024 and 56 closed out, a net change of +9 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2024 was TIAA Trust, National Association, an estimated $107M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2024 was Fisher Asset Management, an estimated $972M sold.

Based on aggregated 13F filings for Q1 2024.