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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$107M |
| 2 |
CMF
Counterpoint Mutual Funds
San Diego,
California
|
+$81.5M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
+$73.8M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$72.8M |
| 5 |
Jane Street
New York
|
+$62.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$972M |
| 2 |
BlackRock
New York
|
-$264M |
| 3 |
Morgan Stanley
New York
|
-$92.8M |
| 4 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$65M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$61.3M |
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.