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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
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$35.3K +$14.8K +401 +74%
KFI
427
Key Financial Inc
Pennsylvania
$35K
AW
428
Avion Wealth
Texas
$34K +$31.7K +857 +1,478%
TCM
429
TD Capital Management
Tennessee
$32.3K +$406 +11 +1%
MAM
430
Marquette Asset Management
Minnesota
$30.8K +$30.2K +818 New
WTC
431
WhitTier Trust Company
Nevada
$30.6K
PG
432
Proffitt & Goodson
Tennessee
$30.5K +$29.9K +810 New
BF
433
BOK Financial
Oklahoma
$29.7K
HNB
434
Huntington National Bank
Ohio
$29K
FFO
435
Fortitude Family Office
Arizona
$26.7K +$26.2K +708 New
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$25.9K +$9.49K +257 +60%
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$25.3K -$7.8K -211 -24%
CAS
438
Coppell Advisory Solutions
Texas
$24K -$1.03K -28 -4%
BCM
439
Blume Capital Management
California
$23.1K +$22.6K +613 New
CFB
440
Cullen/Frost Bankers
Texas
$22K -$257K -6,953 -92%
RIA
441
Realta Investment Advisors
Delaware
$21.7K -$453K -12,251 -95%
GEA
442
Glen Eagle Advisors
New Jersey
$21.7K
CIA
443
Cape Investment Advisory
Georgia
$21.4K +$3.55K +96 +20%
FRA
444
Front Row Advisors
California
$20.7K +$20.3K +550 New
TAM
445
Tucker Asset Management
Colorado
$20.4K -$739 -20 -4%
AAP
446
Arax Advisory Partners
Colorado
$19.1K
RCM
447
Raleigh Capital Management
North Carolina
$17.5K +$443 +12 +3%
BTC
448
Bank & Trust Company
Illinois
$17.5K
CT
449
Caldwell Trust
Florida
$15.1K +$14.8K +400 New
SWM
450
Spire Wealth Management
Virginia
$14K -$10.6K -287 -44%

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.