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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
26
Bricktown Capital
Michigan
$53.2M +$3.8M +108,000 +8%
American Century Companies
27
American Century Companies
Missouri
$52.2M +$95.6K +2,719 +0.2%
EWA
28
ERTS Wealth Advisors
Michigan
$51.1M +$12.9M +367,422 +34%
AssetMark Inc
29
AssetMark Inc
California
$50.2M -$24.7M -703,617 -33%
PCIG
30
Partners Capital Investment Group
Massachusetts
$49.7M +$15.9M +452,105 +48%
R
31
Rebalance
California
$47.2M +$460K +13,077 +1%
Morgan Stanley
32
Morgan Stanley
New York
$46.7M +$3.79M +107,742 +9%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$45.9M -$10.7M -303,216 -19%
Charles Schwab
34
Charles Schwab
California
$44.4M +$29.3M +832,158 +200%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$41.4M +$40.8M +1,159,300 +20,968%
PI
36
PFS Investments
Georgia
$38.6M +$859K +24,440 +2%
Citigroup
37
Citigroup
New York
$38.5M +$26.9M +764,826 +239%
JFG
38
Jefferies Financial Group
New York
$37.3M +$6.19M +175,897 +20%
MERSOM
39
Municipal Employees' Retirement System of Michigan
Michigan
$36M
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$32.5M -$676K -19,224 -2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$32.2M +$1.07M +30,456 +3%
RA
42
Rational Advisors
New York
$31.4M +$11.1M +316,075 +56%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$30.1M +$933K +26,527 +3%
US Bancorp
44
US Bancorp
Minnesota
$29.8M +$1.86M +52,831 +7%
CAAS
45
Capital Asset Advisory Services
Michigan
$29.3M +$407K +11,569 +1%
SOWBOCOPL
46
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27.8M +$27.5M +782,666 New
JP Morgan Chase
47
JP Morgan Chase
New York
$27.5M -$5.81M -165,310 -18%
CSIA
48
Charles Schwab Investment Advisory
California
$22.8M -$546K -15,518 -2%
PWMG
49
Prestige Wealth Management Group
New Jersey
$22.6M +$22.2M +631,657 +15,535%
Goldman Sachs
50
Goldman Sachs
New York
$21.9M +$5.54M +157,455 +34%

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.