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iShares Broad USD High Yield Corporate Bond ETF

286 hedge funds and large institutions have $4.84B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

13% more funds holding

Funds holding: 253286 (+33)

0.32% more ownership

Funds ownership: 65.88%66.2% (+0.32%)

1% less capital invested

Capital invested by funds: $4.9B → $4.84B (-$61.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $345K

Holders
286
Holders Change
+33
Holders Change %
+13.04%
% of All Funds
5.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
69
Increased
118
Reduced
71
Closed
36
Calls
Puts
$345K
Net Calls
-$345K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
26
Charles Schwab Investment Advisory
California
$31.1M -$1.76M -42,742 -5%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$30.2M
MIM
28
Morningstar Investment Management
Illinois
$28.8M +$703K +17,069 +3%
EWA
29
ERTS Wealth Advisors
Michigan
$25.2M -$9.83M -238,905 -28%
EVM
30
Eaton Vance Management
Massachusetts
$23.4M +$9.74M +236,683 +71%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$22.2M
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$20.7M +$12M +290,839 +137%
CCFCSB
33
Cape Cod Five Cents Savings Bank
Massachusetts
$19.8M +$2.15M +52,233 +12%
NA
34
Nottingham Advisors
New York
$17.9M +$7.75M +188,284 +77%
M&T Bank
35
M&T Bank
New York
$17.9M +$17.5M +425,889 +5,265%
RIM
36
Rakuten Investment Management
Japan
$17M +$836K +20,300 +5%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$16.3M +$2.68M +65,063 +20%
Goldman Sachs
38
Goldman Sachs
New York
$15.3M +$1.57M +38,088 +11%
AA
39
ALPS Advisors
Colorado
$15M +$385K +9,350 +3%
US Bancorp
40
US Bancorp
Minnesota
$14.9M +$906 +22 +0%
State of Tennessee, Department of Treasury
41
State of Tennessee, Department of Treasury
Tennessee
$13.7M +$13.6M +331,400 New
HWM
42
Hohimer Wealth Management
Washington
$13.1M +$7.43M +180,533 +132%
DF
43
Donoghue Forlines
Massachusetts
$12M -$1.05M -25,461 -8%
TF
44
TIAA FSB
Florida
$10.5M +$10.5M +255,138 New
TC
45
Toews Corporation
New Jersey
$9.47M +$7.2M +175,000 +318%
Ameriprise
46
Ameriprise
Minnesota
$9.47M +$1.5M +36,451 +19%
Fisher Asset Management
47
Fisher Asset Management
Washington
$9.36M -$153M -3,716,836 -94%
RWP
48
RWA Wealth Partners
Massachusetts
$8.82M -$117K -2,852 -1%
Truist Financial
49
Truist Financial
North Carolina
$8.67M +$1.75M +42,500 +25%
OMC
50
Old Mission Capital
Illinois
$7.29M +$7.28M +176,873 New

USHY Hedge Fund Activity: Q1 2021 in Review

286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2021, worth a combined $4.84B — down 1.3% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new USHY positions and 36 closed out — a net gain of 33 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $97.1M. The largest seller was BlackRock, cutting an estimated $200M.

  • 286 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2021, up from 253 in Q4 2020.
  • Funds reported $4.84B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 69 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2021 and 36 closed out, a net change of +33 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $97.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2021.