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iShares Broad USD High Yield Corporate Bond ETF
USHY

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 27 → 29 (+2)

4% more funds holding

Funds holding: 453 → 470 (+17)

0.51% more ownership

Funds ownership: 80.4% → 80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$223K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$397M
2
BlackRock
BlackRock
New York
+$377M
3
PP
Prudential plc
United Kingdom
+$136M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$112M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$72.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$79.9M
2
ESL
Endurance Services Ltd
New York
-$60.7M
3
CMF
Counterpoint Mutual Funds
California
-$48.5M
4
KAM
Kensington Asset Management
Texas
-$46.6M
5
JP Morgan Chase
JP Morgan Chase
New York
-$28.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SigFig Wealth Management
California
$72.5M +$2.2M +60,860 +3%
AC
27
Allstate Corporation
Illinois
$72.1M +$9.4M +260,000 +15%
NL
28
NEPC LLC
Massachusetts
$68.7M +$2.01M +55,523 +3%
PCIG
29
Partners Capital Investment Group
Massachusetts
$63.5M +$29M +801,386 +85%
JP Morgan Chase
30
JP Morgan Chase
New York
$63.3M -$28.5M -788,430 -31%
EWA
31
ERTS Wealth Advisors
Michigan
$62.2M +$3.27M +90,515 +6%
R
32
Rebalance
California
$56.8M +$8.01M +221,458 +16%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$54.2M +$14.5M +400,067 +37%
American Century Companies
34
American Century Companies
Missouri
$53.7M – – –
AssetMark Inc
35
AssetMark Inc
California
$53.7M -$4.83M -133,533 -8%
BC
36
Bricktown Capital
Michigan
$53.4M – – –
OCM
37
One Capital Management
California
$49.7M +$16.3M +449,893 +49%
MIS
38
Morningstar Investment Services
Illinois
$46.5M -$583K -16,115 -1%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$46.1M +$2.53M +69,921 +6%
KOC
40
Koss-Olinger Consulting
Florida
$44.9M +$44.7M +1,237,438 New
Cerity Partners
41
Cerity Partners
New York
$42.9M +$6.32M +174,875 +17%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$42.6M -$2.22M -61,462 -5%
Osaic Holdings
43
Osaic Holdings
Arizona
$42.6M +$12.4M +342,542 +41%
Wealthfront Advisers
44
Wealthfront Advisers
California
$37.9M -$1.25M -34,606 -3%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$37.3M -$918K -25,399 -2%
US Bancorp
46
US Bancorp
Minnesota
$37.2M +$3.36M +92,799 +10%
SLI
47
Sumitomo Life Insurance
Japan
$36.3M +$20.7M +572,700 +130%
VWM
48
Venturi Wealth Management
Texas
$34.8M +$1.75M +48,282 +5%
PCIA
49
Prime Capital Investment Advisors
Kansas
$34.2M -$437K -12,076 -1%
CAAS
50
Capital Asset Advisory Services
Michigan
$32.1M +$226K +6,246 +0.7%
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USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.