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iShares Broad USD High Yield Corporate Bond ETF

200 hedge funds and large institutions have $4.03B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 21

164% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 33

24% more funds holding

Funds holding: 161200 (+39)

22% more capital invested

Capital invested by funds: $3.3B → $4.03B (+$727M)

7.37% more ownership

Funds ownership: 62.29%69.66% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
200
Holders Change
+39
Holders Change %
+24.22%
% of All Funds
4.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
61
Increased
87
Reduced
33
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
26
M&T Bank
New York
$14.1M +$14.1M +357,625 New
AA
27
ALPS Advisors
Colorado
$14M +$10.7M +270,340 +323%
PI
28
PineBridge Investments
New York
$11.8M
CCFCSB
29
Cape Cod Five Cents Savings Bank
Massachusetts
$10.8M +$10.8M +272,689 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$10.7M +$3.42M +86,528 +47%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$9.71M +$5.1M +129,203 +111%
FMT
32
First Mercantile Trust
Tennessee
$8.89M +$1.29M +32,623 +17%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$8.38M
RWP
34
RWA Wealth Partners
Massachusetts
$8.26M +$8.27M +209,354 New
Jane Street
35
Jane Street
New York
$7.53M -$52.3M -1,325,241 -87%
Ameriprise
36
Ameriprise
Minnesota
$5.06M +$1M +25,381 +25%
HWM
37
Hohimer Wealth Management
Washington
$4.75M +$2.24M +56,749 +90%
RJT
38
Raymond James Trust
Florida
$4.71M +$636K +16,112 +16%
WI
39
WBI Investments
New Jersey
$4.5M -$5.41M -136,923 -55%
IWC
40
Integrated Wealth Concepts
Massachusetts
$4.24M +$406K +10,293 +11%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$4.05M +$2.29M +57,881 +129%
PAG
42
Private Advisor Group
New Jersey
$4M +$448K +11,337 +13%
WA
43
Wilshire Advisors
California
$3.57M +$3.58M +90,535 New
GRP
44
Global Retirement Partners
California
$3.52M +$989K +25,034 +39%
PFM
45
Phillips Financial Management
Indiana
$3.46M +$358K +9,071 +12%
ATPW
46
Ashton Thomas Private Wealth
Arizona
$3.43M +$3.43M +86,836 New
SAM
47
Securian Asset Management
Minnesota
$3.36M
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$3.35M
CM
49
Cornerstone Management
Georgia
$3.23M +$195K +4,938 +6%
MGIA
50
Moneta Group Investment Advisors
Missouri
$2.88M +$853K +21,604 +42%

USHY Hedge Fund Activity: Q3 2020 in Review

200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2020, worth a combined $4.03B — up 22% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new USHY positions and 21 closed out — a net gain of 40 holders — while 87 added to existing stakes and 33 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $56M.

  • 200 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2020, up from 161 in Q2 2020.
  • Funds reported $4.03B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 61 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2020 and 21 closed out, a net change of +40 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2020 was TD Ameritrade Investment Management, an estimated $280M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2020 was UBS Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2020.