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iShares Broad USD High Yield Corporate Bond ETF
USHY

453 hedge funds and large institutions have $9.61B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 189 increasing their positions, 140 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,750% more call options, than puts

Call options by funds: $234K | Put options by funds: $4K

35% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 140

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

1% more funds holding

Funds holding: 448 → 453 (+5)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

5.94% less ownership

Funds ownership: 86.35% → 80.4% (-5.9%)

7% less capital invested

Capital invested by funds: $10.4B → $9.61B (-$776M)

Holders
453
Holders Change
+5
Holders Change %
+1.12%
% of All Funds
6.53%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
65
Increased
189
Reduced
140
Closed
56
Calls
$234K
Puts
$4K
Net Calls
+$230K
Net Calls Change
-$75K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$107M
2
CMF
Counterpoint Mutual Funds
California
+$81.5M
3
PP
Prudential plc
United Kingdom
+$73.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$72.8M
5
Jane Street
Jane Street
New York
+$62.9M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$972M
2
BlackRock
BlackRock
New York
-$264M
3
Morgan Stanley
Morgan Stanley
New York
-$92.8M
4
KOC
Koss-Olinger Consulting
Florida
-$65M
5
MIS
Morningstar Investment Services
Illinois
-$61.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SigFig Wealth Management
California
$70.9M +$2.74M +75,382 +4%
NL
27
NEPC LLC
Massachusetts
$67.3M +$24.6M +677,285 +58%
Jane Street
28
Jane Street
New York
$65.7M +$62.9M +1,730,260 +2,666%
AC
29
Allstate Corporation
Illinois
$63.2M – – –
ESL
30
Endurance Services Ltd
New York
$60.7M +$60.3M +1,658,000 New
Goldman Sachs
31
Goldman Sachs
New York
$59.9M -$2.89M -79,394 -5%
EWA
32
ERTS Wealth Advisors
Michigan
$59.5M +$6.33M +174,111 +12%
AssetMark Inc
33
AssetMark Inc
California
$59M -$11.8M -323,463 -17%
American Century Companies
34
American Century Companies
Missouri
$54.2M – – –
BC
35
Bricktown Capital
Michigan
$53.9M +$3.46M +95,250 +7%
R
36
Rebalance
California
$49.2M +$537K +14,785 +1%
MIS
37
Morningstar Investment Services
Illinois
$47.5M -$61.3M -1,686,029 -57%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$45.2M -$316K -8,705 -0.7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$44M +$3.42M +94,066 +8%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$40M -$768K -21,121 -2%
Wealthfront Advisers
41
Wealthfront Advisers
California
$39.5M +$5.36M +147,513 +16%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$38.5M +$10.2M +280,341 +36%
Cerity Partners
43
Cerity Partners
New York
$36.8M +$7.53M +207,174 +26%
PCIA
44
Prime Capital Investment Advisors
Kansas
$34.9M +$6.14M +169,043 +22%
PCIG
45
Partners Capital Investment Group
Massachusetts
$34.6M -$15.8M -434,808 -31%
Ameriprise
46
Ameriprise
Minnesota
$34.1M +$8.8M +242,137 +35%
US Bancorp
47
US Bancorp
Minnesota
$34.1M +$236K +6,493 +0.7%
OCM
48
One Capital Management
California
$33.7M +$27.5M +757,376 +463%
VWM
49
Venturi Wealth Management
Texas
$33.3M +$211K +5,796 +0.6%
AWM
50
Axxcess Wealth Management
California
$32M +$853K +23,470 +3%
1
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USHY Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2024, worth a combined $9.61B — down 7.5% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new USHY positions and 56 closed out — a net gain of 9 holders — while 189 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $107M. The largest seller was Fisher Asset Management, cutting an estimated $972M.

  • 453 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2024, up from 448 in Q4 2023.
  • Funds reported $9.61B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2024, down 7.5% quarter-over-quarter.
  • 65 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2024 and 56 closed out, a net change of +9 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2024 was TIAA Trust, National Association, an estimated $107M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2024 was Fisher Asset Management, an estimated $972M sold.

Based on aggregated 13F filings for Q1 2024.