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iShares Broad USD High Yield Corporate Bond ETF
USHY

68 hedge funds and large institutions have $1.15B invested in iShares Broad USD High Yield Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

77% more capital invested

Capital invested by funds: $650M → $1.15B (+$497M)

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

62% more funds holding

Funds holding: 42 → 68 (+26)

10.32% less ownership

Funds ownership: 93.03% → 82.71% (-10%)

Holders
68
Holders Change
+26
Holders Change %
+61.9%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
34
Increased
20
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$399M
2
WI
WBI Investments
New Jersey
+$60.1M
3
Bank of America
Bank of America
North Carolina
+$25.7M
4
RIM
Redwood Investment Management
Arizona
+$8.49M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.88M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$38.3M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.84M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$2.18M
5
RA
RFG Advisory
Alabama
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
26
Whittier Trust
California
$953K +$945K +23,300 New
CM
27
Columbus Macro
Pennsylvania
$713K -$58K -1,430 -8%
VWA
28
V Wealth Advisors
Kansas
$617K +$613K +15,113 New
FAAS
29
First Allied Advisory Services
California
$583K -$22.1K -546 -4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$569K +$564K +13,901 New
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$403K +$8.43K +208 +2%
RA
32
RFG Advisory
Alabama
$366K -$1.04M -25,530 -74%
SA
33
Shilanski & Associates
Alaska
$346K +$343K +8,460 New
WTC
34
WhitTier Trust Company
Nevada
$279K +$276K +6,815 New
PAG
35
Pinnacle Advisory Group
Maryland
$277K +$8.07K +199 +3%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$256K – – –
ACM
37
AlphaStar Capital Management
North Carolina
$241K +$239K +5,887 New
MIM
38
Moseley Investment Management
Florida
$240K +$238K +5,865 New
LPL Financial
39
LPL Financial
California
$221K +$219K +5,390 New
SPC
40
Sigma Planning Corp
Michigan
$216K +$214K +5,276 New
CF
41
Centaurus Financial
California
$178K +$176K +4,349 New
Wells Fargo
42
Wells Fargo
California
$133K +$132K +3,250 +65,000%
SPIA
43
Steward Partners Investment Advisory
New York
$77K +$76.5K +1,886 New
AF
44
Advisornet Financial
Minnesota
$75K +$50.8K +1,252 +216%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$57K +$56.5K +1,393 New
BFC
46
Bedel Financial Consulting
Indiana
$51K -$10.1K -249 -17%
AG
47
Advisor Group
Arizona
$51K +$38K +938 +334%
ESB
48
Essex Savings Bank
Connecticut
$37K +$37K +913 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$35K +$3.85K +95 +13%
Morgan Stanley
50
Morgan Stanley
New York
$30K +$25.4K +626 +580%
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USHY Hedge Fund Activity: Q2 2019 in Review

68 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2019, worth a combined $1.15B — up 77% from $650M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new USHY positions and 8 closed out — a net gain of 26 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $399M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $38.3M.

  • 68 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2019, up from 42 in Q1 2019.
  • Funds reported $1.15B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2019, up 77% quarter-over-quarter.
  • 34 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2019 and 8 closed out, a net change of +26 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2019 was UBS Group, an estimated $399M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2019 was Charles Schwab Investment Advisory, an estimated $38.3M sold.

Based on aggregated 13F filings for Q2 2019.