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iShares Broad USD High Yield Corporate Bond ETF
USHY

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: 27 → 29 (+2)

4% more funds holding

Funds holding: 453 → 470 (+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

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$397M
2
BlackRock
BlackRock
New York
+$377M
3
PP
Prudential plc
United Kingdom
+$136M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$112M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$72.3M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$79.9M
2
ESL
Endurance Services Ltd
New York
-$60.7M
3
CMF
Counterpoint Mutual Funds
California
-$48.5M
4
KAM
Kensington Asset Management
Texas
-$46.6M
5
JP Morgan Chase
JP Morgan Chase
New York
-$28.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
451
Financial Gravity Asset Management
Texas
$2.9K -$2.89K -80 -50%
IBOK
452
Independence Bank of Kentucky
Kentucky
$2.87K – – –
MHR
453
Matthew Hamilton Rosenberg
$2.81K – – –
ADL
454
Asset Dedication LLC
California
$2.69K +$2.6K +72 +3,600%
RWMG
455
Redwood Wealth Management Group
New Jersey
$2.32K +$2.31K +64 New
AIC
456
Archer Investment Corporation
Indiana
$2.21K – – –
CB
457
CNB Bank
Pennsylvania
$2.18K – – –
AW
458
Avion Wealth
Texas
$2K – – –
BFPW
459
BOK Financial Private Wealth
Colorado
$1.81K +$1.81K +50 New
WP
460
WealthShield Partners
North Carolina
$1.7K +$36 +1 +2%
KWAG
461
Kiely Wealth Advisory Group
North Carolina
$1.46K – – –
LI
462
LRI Investments
Florida
$1.42K – – –
GJIA
463
Glass Jacobson Investment Advisors
Maryland
$1.13K – – –
RWPA
464
Richard W. Paul & Associates
Michigan
$1.13K – – –
SSG
465
Summit Securities Group
New York
$1K +$868 +24 New
KFS
466
Kelly Financial Services
Massachusetts
$931 +$36 +1 +4%
WBC
467
West Branch Capital
Massachusetts
$654 +$651 +18 New
APC
468
Aspire Private Capital
North Carolina
$580 – – –
GTAM
469
Global Trust Asset Management
Florida
$472 – – –
LFG
470
Larson Financial Group
Missouri
$145 – – –
OC
471
Oakworth Capital
Alabama
$145 – – –
SL
472
Salomon & Ludwin
Virginia
$36 – – –
HWA
473
Heritage Wealth Advisors
Virginia
$7 -$13K -359 Closed
ESL
474
Endurance Services Ltd
New York
– -$60.7M -1,658,000 Closed
CSIA
475
Charles Schwab Investment Advisory
California
– -$21.5M -586,921 Closed
17 18
19
20 21

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.