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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
CHA
451
Carmichael Hill & Associates
Maryland
$14K -$2.7K -73 -16%
BWL
452
Bogart Wealth LLC
Virginia
$11.1K
SC
453
Stephens Consulting
Michigan
$10.7K +$185 +5 +2%
PK
454
Pflug Koory
Nebraska
$10.4K +$10.2K +277 New
AWM
455
Activest Wealth Management
Florida
$9.48K +$148 +4 +2%
CPG
456
Cornerstone Planning Group
New Jersey
$9.06K +$74 +2 +0.8%
PPWM
457
PFG Private Wealth Management
Florida
$9.04K
NS
458
NBC Securities
Alabama
$9K
AEPWM
459
Atlantic Edge Private Wealth Management
Florida
$8.55K
TSMHT
460
Thurston Springer Miller Herd & Titak
Indiana
$8.47K
CSC
461
Caldwell Sutter Capital
California
$8.4K
DSC
462
Duncker Streett & Co
Missouri
$8.02K
AWA
463
Alaska Wealth Advisors
Alaska
$7.53K -$37 -1 -0.5%
HBW
464
Hazlett, Burt & Watson
West Virginia
$7K -$17K -460 -72%
Simplex Trading
465
Simplex Trading
Illinois
$7K +$6.91K +187 New
AIC
466
Archer Investment Corporation
Indiana
$6.85K +$4.47K +121 +198%
PSB
467
Piscataqua Savings Bank
New Hampshire
$6.32K
BTI
468
Blue Trust Inc
Georgia
$5.41K +$1.44K +39 +35%
WWM
469
Wolff Wiese Magana
California
$5.23K -$739 -20 -13%
FDCDDQ
470
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.89K +$4.8K +130 New
DFA
471
DHJJ Financial Advisors
Illinois
$4.37K
MG
472
Mather Group
Illinois
$4.33K +$4.25K +115 New
IBOK
473
Independence Bank of Kentucky
Kentucky
$4.18K +$1.18K +32 +41%
MSFP
474
Mark Sheptoff Financial Planning
Connecticut
$4.1K
PA
475
PSI Advisors
Florida
$3.24K

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.