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iShares Broad USD High Yield Corporate Bond ETF
USHY

130 hedge funds and large institutions have $2.3B invested in iShares Broad USD High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

163% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 19

40% more funds holding

Funds holding: 93 → 130 (+37)

6% more capital invested

Capital invested by funds: $2.18B → $2.3B (+$127M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4.4% less ownership

Funds ownership: 85.06% → 80.66% (-4.4%)

Holders
130
Holders Change
+37
Holders Change %
+39.78%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
54
Increased
50
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
+$78.5M
2
Wells Fargo
Wells Fargo
California
+$56.7M
3
LPL Financial
LPL Financial
California
+$27.3M
4
Bank of America
Bank of America
North Carolina
+$26.4M
5
UBS Group
UBS Group
Switzerland
+$21.3M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$69.8M
2
WI
WBI Investments
New Jersey
-$57.5M
3
FTUS
Flow Traders U.S.
New York
-$39.1M
4
CSIA
Charles Schwab Investment Advisory
California
-$9.07M
5
Wolverine Trading
Wolverine Trading
Illinois
-$748K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Securian Asset Management
Minnesota
$3.16M +$100K +2,460 +3%
GRP
27
Global Retirement Partners
California
$3M +$136K +3,347 +5%
CM
28
Cornerstone Management
Georgia
$2.89M +$266K +6,542 +10%
CCMG
29
Clark Capital Management Group
Pennsylvania
$2.83M +$223K +5,467 +9%
PFM
30
Phillips Financial Management
Indiana
$2.7M +$315K +7,741 +13%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$2.4M +$1.87M +46,027 +357%
BWFA
32
Baltimore-Washington Financial Advisors
Maryland
$2.09M +$328K +8,058 +19%
MGIA
33
Moneta Group Investment Advisors
Missouri
$1.86M +$117K +2,862 +7%
FFG
34
Ford Financial Group
California
$1.86M +$126K +3,087 +7%
SF
35
Synovus Financial
Georgia
$1.72M +$95.1K +2,336 +6%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$1.45M – – –
FAAS
37
First Allied Advisory Services
California
$1.32M +$806K +19,797 +161%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.31M +$752K +18,467 +138%
CST
39
Charles Schwab Trust
Nevada
$1.29M -$107K -2,623 -8%
KCM
40
Kathmere Capital Management
Pennsylvania
$1.29M +$1.28M +31,367 New
NGA
41
Naples Global Advisors
Florida
$1.29M +$67.4K +1,655 +6%
SMM
42
Stadion Money Management
Georgia
$1.24M -$208K -5,100 -14%
CFG
43
Cooper Financial Group
California
$1.05M +$1.04M +25,632 New
WT
44
Whittier Trust
California
$1M +$12.8K +315 +1%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$995K – – –
C1AG
46
Client 1st Advisory Group
Florida
$983K +$974K +23,908 New
IAA
47
Independent Advisor Alliance
North Carolina
$972K +$963K +23,656 New
AG
48
Advisor Group
Arizona
$828K +$722K +17,735 +738%
HCA
49
Harbour Capital Advisors
Virginia
$792K +$785K +19,270 New
WWM
50
Western Wealth Management
Colorado
$717K -$175K -4,303 -20%
1
2
3 4 5

USHY Hedge Fund Activity: Q4 2019 in Review

130 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2019, worth a combined $2.3B — up 5.8% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new USHY positions and 15 closed out — a net gain of 39 holders — while 50 added to existing stakes and 19 trimmed.

The largest buyer was Prudential plc, adding an estimated $78.5M. The largest seller was Jane Street, exiting entirely with an estimated $69.8M sold.

  • 130 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2019, up from 93 in Q3 2019.
  • Funds reported $2.3B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2019, up 5.8% quarter-over-quarter.
  • 54 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2019 and 15 closed out, a net change of +39 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2019 was Prudential plc, an estimated $78.5M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2019 was Jane Street, an estimated $69.8M sold.

Based on aggregated 13F filings for Q4 2019.