iShares Broad USD High Yield Corporate Bond ETF
USHY
22 hedge funds and large institutions have $188M invested in iShares Broad USD High Yield Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
147% more capital invested
Capital invested by funds: $76.2M → $188M (+$112M)
69% more funds holding
Funds holding: 13 → 22 (+9)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
34.95% more ownership
Funds ownership: 34.94% → 69.89% (+35%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$111M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$3.8M |
| 3 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
+$2.94M |
| 4 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$1.3M |
| 5 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.33M |
| 2 |
VAM
Visionary Asset Management
Houston,
Texas
|
-$2.02M |
| 3 |
BlackRock
New York
|
-$1.42M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$1.27M |
| 5 |
Jane Street
New York
|
-$1.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$461K | -11,304 | Closed |
|
USHY Hedge Fund Activity: Q4 2018 in Review
22 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2018, worth a combined $188M — up 147% from $76.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new USHY positions and 4 closed out — a net gain of 9 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $111M. The largest seller was Susquehanna International Group, cutting an estimated $4.33M.
- 22 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2018, up from 13 in Q3 2018.
- Funds reported $188M of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2018, up 147% quarter-over-quarter.
- 13 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2018 and 4 closed out, a net change of +9 holders.
- The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $111M added.
- The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2018 was Susquehanna International Group, an estimated $4.33M sold.
Based on aggregated 13F filings for Q4 2018.