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iShares Broad USD High Yield Corporate Bond ETF

350 hedge funds and large institutions have $5.13B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 101

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 359350 (-9)

9.38% less ownership

Funds ownership: 74.87%65.49% (-9.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

18% less capital invested

Capital invested by funds: $6.23B → $5.13B (-$1.11B)

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
68
Increased
128
Reduced
101
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
26
State of New Jersey Common Pension Fund D
New Jersey
$27.2M -$23.7M -600,000 -46%
CSIA
27
Charles Schwab Investment Advisory
California
$27M +$663K +16,770 +2%
HWM
28
Hohimer Wealth Management
Washington
$26M +$2.6M +65,701 +11%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$26M +$5.01M +126,868 +23%
RIM
30
Rakuten Investment Management
Japan
$23.9M +$2.75M +69,700 +13%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$23.5M +$3.09M +78,222 +15%
US Bancorp
32
US Bancorp
Minnesota
$20M +$4.03M +101,955 +25%
EWA
33
ERTS Wealth Advisors
Michigan
$19.7M +$757K +19,161 +4%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$19.6M
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$18.1M +$1.77M +44,794 +11%
RA
36
Rational Advisors
New York
$18M +$18.3M +463,109 New
PA
37
PPM America
Illinois
$17.9M +$45.5K +1,151 +0.3%
CAAS
38
Capital Asset Advisory Services
Michigan
$17M +$1.04M +26,205 +6%
Creative Planning
39
Creative Planning
Kansas
$16M +$16M +404,212 +5,231%
JP Morgan Chase
40
JP Morgan Chase
New York
$15.7M -$9.33M -236,195 -37%
Charles Schwab
41
Charles Schwab
California
$15.6M -$40.4M -1,021,343 -72%
Morgan Stanley
42
Morgan Stanley
New York
$15.5M -$6.32M -159,959 -29%
AA
43
ALPS Advisors
Colorado
$14.4M +$2.99M +75,775 +26%
PFM
44
Phillips Financial Management
Indiana
$13.9M +$2.44M +61,741 +21%
Osaic Holdings
45
Osaic Holdings
Arizona
$13.3M -$11M -277,802 -44%
CCFCSB
46
Cape Cod Five Cents Savings Bank
Massachusetts
$12.8M -$8.89M -224,980 -41%
MLA
47
My Legacy Advisors
Oregon
$12.4M +$12.6M +320,040 New
HWMA
48
Heritage Wealth Management (Arizona)
Arizona
$11.3M +$11.5M +290,814 New
MBTD
49
Mechanics Bank - Trust Department
California
$11.1M +$1.13M +28,564 +11%
PPWM
50
PFG Private Wealth Management
Florida
$10.4M +$722K +18,282 +7%

USHY Hedge Fund Activity: Q1 2022 in Review

350 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2022, worth a combined $5.13B — down 18% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of USHY and 68 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 128 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $81.1M. The largest seller was LPL Financial, cutting an estimated $436M.

  • 350 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $5.13B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 68 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $81.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $436M sold.

Based on aggregated 13F filings for Q1 2022.