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iShares Broad USD High Yield Corporate Bond ETF
USHY

315 hedge funds and large institutions have $5.51B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 60

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

14% more capital invested

Capital invested by funds: $4.84B → $5.51B (+$670M)

10% more funds holding

Funds holding: 286 → 315 (+29)

0.65% less ownership

Funds ownership: 66.2% → 65.55% (-0.65%)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.48%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
62
Increased
155
Reduced
60
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$318M
2
Citigroup
Citigroup
New York
+$106M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.2M
4
AA
Advisory Alpha
Michigan
+$53.8M
5
Truist Financial
Truist Financial
North Carolina
+$51.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$78.4M
2
FRBONY
Federal Reserve Bank of New York
New York
-$64.1M
3
BlackRock
BlackRock
New York
-$63.7M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$57.2M
5
Wells Fargo
Wells Fargo
California
-$39.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$30.2M – – –
CSIA
27
Charles Schwab Investment Advisory
California
$29.9M -$1.61M -38,921 -5%
Morgan Stanley
28
Morgan Stanley
New York
$29.5M +$22M +533,154 +309%
Osaic Holdings
29
Osaic Holdings
Arizona
$29.4M -$2.89M -69,867 -9%
EVM
30
Eaton Vance Management
Massachusetts
$25.9M +$2.17M +52,576 +9%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$25.4M – – –
JP Morgan Chase
32
JP Morgan Chase
New York
$24.5M -$29.1M -703,818 -55%
HWM
33
Hohimer Wealth Management
Washington
$22.8M +$9.45M +228,778 +72%
UBS AM
34
UBS AM
Illinois
$22.6M – – –
CCFCSB
35
Cape Cod Five Cents Savings Bank
Massachusetts
$21.8M +$1.7M +41,150 +9%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$21M – – –
State of Tennessee, Department of Treasury
37
State of Tennessee, Department of Treasury
Tennessee
$20.5M +$6.57M +159,100 +48%
RIM
38
Rakuten Investment Management
Japan
$19.6M +$2.23M +54,000 +13%
DF
39
Donoghue Forlines
Massachusetts
$19.2M +$6.95M +168,317 +58%
NA
40
Nottingham Advisors
New York
$18.6M +$480K +11,610 +3%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$17.1M +$565K +13,673 +3%
CAAS
42
Capital Asset Advisory Services
Michigan
$16.2M +$16M +388,032 New
US Bancorp
43
US Bancorp
Minnesota
$15.1M +$55.8K +1,351 +0.4%
AA
44
ALPS Advisors
Colorado
$15.1M -$81.8K -1,980 -0.5%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$14.9M +$14.7M +356,398 New
Citadel Advisors
46
Citadel Advisors
Florida
$11.3M +$4.52M +109,486 +68%
Ameriprise
47
Ameriprise
Minnesota
$10.8M +$1.21M +29,342 +13%
Barclays
48
Barclays
United Kingdom
$10.5M +$10.4M +250,742 New
RWP
49
RWA Wealth Partners
Massachusetts
$8.78M -$151K -3,662 -2%
PFM
50
Phillips Financial Management
Indiana
$8.34M +$3.53M +85,584 +75%
1
2
3 4 5

USHY Hedge Fund Activity: Q2 2021 in Review

315 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2021, worth a combined $5.51B — up 14% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new USHY positions and 31 closed out — a net gain of 31 holders — while 155 added to existing stakes and 60 trimmed.

The largest buyer was TIAA FSB, adding an estimated $318M. The largest seller was Charles Schwab, cutting an estimated $78.4M.

  • 315 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2021, up from 286 in Q1 2021.
  • Funds reported $5.51B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 62 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2021 and 31 closed out, a net change of +31 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2021 was TIAA FSB, an estimated $318M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2021 was Charles Schwab, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2021.