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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
CPG
426
Cornerstone Planning Group
New Jersey
$8.73K -$1.81K -50 -17%
PPWM
427
PFG Private Wealth Management
Florida
$8.71K
CFD
428
Creative Financial Designs
Indiana
$8.56K
PB
429
Pinnacle Bancorp
Nebraska
$8.49K
AEPWM
430
Atlantic Edge Private Wealth Management
Florida
$8.24K +$1.77K +49 +28%
TSMHT
431
Thurston Springer Miller Herd & Titak
Indiana
$8.16K +$8.13K +225 New
CSC
432
Caldwell Sutter Capital
California
$8.09K
DSC
433
Duncker Streett & Co
Missouri
$7.73K +$7.7K +213 New
AWA
434
Alaska Wealth Advisors
Alaska
$7.29K -$398 -11 -5%
PA
435
Parallel Advisors
California
$6.24K -$1.01K -28 -14%
PSB
436
Piscataqua Savings Bank
New Hampshire
$6.09K
PGAM
437
Princeton Global Asset Management
New Jersey
$5.8K +$5.79K +160 New
WWM
438
Wolff Wiese Magana
California
$5.77K +$723 +20 +14%
S
439
SignatureFD
Georgia
$5.3K +$5.28K +146 New
BCWM
440
Bartlett & Co Wealth Management
Ohio
$5.19K +$5.17K +143 New
TCOV
441
Trust Company of Vermont
Vermont
$4.79K +$4.77K +132 New
SFC
442
Strategic Financial Concepts
Texas
$4.59K +$6.11M +168,916 New
NB
443
NBT Bank
New York
$4.26K -$17.4K -482 -80%
DFA
444
DHJJ Financial Advisors
Illinois
$4.21K
BTI
445
Blue Trust Inc
Georgia
$4.03K
MSFP
446
Mark Sheptoff Financial Planning
Connecticut
$3.96K
CA
447
CoreCap Advisors
Michigan
$3.19K -$8.93K -247 -74%
PA
448
PSI Advisors
Florida
$3.12K
CP
449
Camelot Portfolios
Ohio
$3.05K +$3.04K +84 New
WCM
450
Winthrop Capital Management
Indiana
$3K +$325 +9 +12%

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.