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iShares Broad USD High Yield Corporate Bond ETF

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53%85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
451
Physician Wealth Advisors
Utah
$51.5K +$52.1K +1,400 New
OW
452
Olistico Wealth
Oklahoma
$50.2K -$11.9K -320 -19%
OPTFSNA
453
Old Point Trust & Financial Services N A
Virginia
$47.4K +$47.9K +1,288 New
AAG
454
Armstrong Advisory Group
Massachusetts
$45.7K +$46.2K +1,242 New
FFC
455
First Financial Corp
Indiana
$43.7K +$44.2K +1,188 New
HPC
456
HM Payson & Co
Maine
$39.3K +$39.7K +1,067 New
LFG
457
Larson Financial Group
Missouri
$39K +$39.3K +1,056 +26,400%
HWA
458
HHM Wealth Advisors
Tennessee
$37.7K
FNWA
459
Financial Network Wealth Advisors
Utah
$37K -$220K -5,926 -85%
PB
460
Pinnacle Bancorp
Nebraska
$36.9K -$8.7K -234 -19%
PP
461
Pacifica Partners
Canada
$36.9K
KFI
462
Key Financial Inc
Pennsylvania
$34.2K
TCM
463
TD Capital Management
Tennessee
$32.1K +$595 +16 +2%
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$31.8K -$11.5K -309 -26%
WTC
465
WhitTier Trust Company
Nevada
$29.9K
CT
466
Caldwell Trust
Florida
$29.1K +$14.6K +392 +98%
TCG
467
Transcendent Capital Group
Oklahoma
$29.1K -$18.7K -502 -39%
T
468
Transce3nd
Texas
$28.7K +$29K +779 New
FRA
469
Front Row Advisors
California
$24.6K +$4.46K +120 +22%
MAS
470
MPWM Advisory Solutions
Georgia
$24.1K +$24.4K +655 New
CIA
471
Cape Investment Advisory
Georgia
$23.7K +$2.79K +75 +13%
GEA
472
Glen Eagle Advisors
New Jersey
$21.2K
HFS
473
Hantz Financial Services
Michigan
$20K +$20.6K +553 New
CAS
474
Coppell Advisory Solutions
Texas
$19.5K -$3.94K -106 -17%
RCM
475
Raleigh Capital Management
North Carolina
$17.5K +$409 +11 +2%

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.