iShares Broad USD High Yield Corporate Bond ETF
USHY
406 hedge funds and large institutions have $7.89B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 183 increasing their positions, 113 reducing their positions, and 34 closing their positions.
74% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 34
62% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 113
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
4% more funds holding
Funds holding: 390 → 406 (+16)
3.24% more ownership
Funds ownership: 83.69% → 86.93% (+3.2%)
2% more capital invested
Capital invested by funds: $7.76B → $7.89B (+$131M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $31K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$325M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$273M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$190M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$59.2M |
| 5 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$41.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$183M |
| 2 |
BlackRock
New York
|
-$141M |
| 3 |
TC
Toews Corporation
Northfield,
New Jersey
|
-$103M |
| 4 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
-$98.6M |
| 5 |
KAM
Kensington Asset Management
Austin,
Texas
|
-$84.7M |
USHY Hedge Fund Activity: Q3 2023 in Review
406 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2023, worth a combined $7.89B — up 1.7% from $7.76B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new USHY positions and 34 closed out — a net gain of 25 holders — while 183 added to existing stakes and 113 trimmed.
The largest buyer was Northern Trust, adding an estimated $325M. The largest seller was Wells Fargo, cutting an estimated $183M.
- 406 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2023, up from 390 in Q2 2023.
- Funds reported $7.89B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2023, up 1.7% quarter-over-quarter.
- 59 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2023 and 34 closed out, a net change of +25 holders.
- The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2023 was Northern Trust, an estimated $325M added.
- The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $183M sold.
Based on aggregated 13F filings for Q3 2023.