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iShares Broad USD High Yield Corporate Bond ETF
USHY

448 hedge funds and large institutions have $10.4B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 168 increasing their positions, 134 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

32% more capital invested

Capital invested by funds: $7.89B → $10.4B (+$2.5B)

25% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 134

10% more funds holding

Funds holding: 406 → 448 (+42)

0.58% less ownership

Funds ownership: 86.93% → 86.35% (-0.58%)

4% less funds holding in top 10

Funds holding in top 10: 28 → 27 (-1)

Holders
448
Holders Change
+42
Holders Change %
+10.34%
% of All Funds
6.53%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
92
Increased
168
Reduced
134
Closed
45
Calls
$305K
Puts
–
Net Calls
+$305K
Net Calls Change
+$336K

Top Buyers

1
BlackRock
BlackRock
New York
+$691M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$548M
3
Morgan Stanley
Morgan Stanley
New York
+$189M
4
KAM
Kensington Asset Management
Texas
+$179M
5
TC
Toews Corporation
New Jersey
+$110M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$263M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$86M
3
Charles Schwab
Charles Schwab
California
-$37.6M
4
VWM
Venturi Wealth Management
Texas
-$19.9M
5
JFG
Jefferies Financial Group
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
451
Salomon & Ludwin
Virginia
$35 – – –
JFG
452
Jefferies Financial Group
New York
– -$17.4M -500,000 Closed
VAS
453
Vestmark Advisory Solutions
Massachusetts
– -$3.6M -103,753 Closed
Millennium Management
454
Millennium Management
New York
– -$1.86M -53,593 Closed
Squarepoint
455
Squarepoint
New York
– -$1.29M -37,220 Closed
G
456
Gainplan
Michigan
– -$1.17M -33,642 Closed
VCM
457
Virtue Capital Management
Tennessee
– -$1.15M -32,944 Closed
T
458
TCWP
Ohio
– -$1.02M -29,359 Closed
Renaissance Technologies
459
Renaissance Technologies
New York
– -$743K -21,400 Closed
BAM
460
BTS Asset Management
Massachusetts
– -$682K -19,640 Closed
TCM
461
Triumph Capital Management
Colorado
– -$646K -18,611 Closed
CAM
462
Cresset Asset Management
Illinois
– -$523K -15,069 Closed
PIA
463
Pinion Investment Advisors
Kansas
– -$432K -12,456 Closed
RIL
464
Rothschild Investment LLC
Illinois
– -$375K -10,792 Closed
KWM
465
Kingsview Wealth Management
Oregon
– -$340K -9,786 Closed
RS
466
Retirement Solution
Washington
– -$324K -9,349 Closed
MA
467
Mutual Advisors
Nebraska
– -$307K -8,841 Closed
LNC
468
Lincoln National Corp
Pennsylvania
– -$300K -8,642 Closed
CCFCSB
469
Cape Cod Five Cents Savings Bank
Massachusetts
– -$291K -8,394 Closed
MPW
470
Melone Private Wealth
Michigan
– -$288K -8,301 Closed
Simplex Trading
471
Simplex Trading
Illinois
– -$271K -7,833 Closed
HT
472
Headlands Technologies
Illinois
– -$260K -7,486 Closed
AG
473
Ascent Group
Virginia
– -$256K -7,388 Closed
HSA
474
HBK Sorce Advisory
Pennsylvania
– -$233K -6,719 Closed
GFA
475
Gallagher Fiduciary Advisors
Illinois
– -$220K -6,332 Closed
16 17 18
19
20

USHY Hedge Fund Activity: Q4 2023 in Review

448 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2023, worth a combined $10.4B — up 32% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new USHY positions and 45 closed out — a net gain of 47 holders — while 168 added to existing stakes and 134 trimmed.

The largest buyer was BlackRock, adding an estimated $691M. The largest seller was Bank of America, cutting an estimated $263M.

  • 448 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2023, up from 406 in Q3 2023.
  • Funds reported $10.4B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2023, up 32% quarter-over-quarter.
  • 92 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2023 and 45 closed out, a net change of +47 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2023 was BlackRock, an estimated $691M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2023 was Bank of America, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2023.