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iShares Broad USD High Yield Corporate Bond ETF

500 hedge funds and large institutions have $17.1B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

64% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 136

59% more capital invested

Capital invested by funds: $10.7B → $17.1B (+$6.35B)

7.61% more ownership

Funds ownership: 80.92%88.53% (+7.6%)

6% more funds holding

Funds holding: 470500 (+30)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

Holders
500
Holders Change
+30
Holders Change %
+6.38%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
83
Increased
223
Reduced
136
Closed
49
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
Angeles Investment Advisors
California
$81.7M +$80.2M +2,171,000 New
SWM
27
SigFig Wealth Management
California
$80.7M +$5.29M +143,246 +7%
APF
28
Alaska Permanent Fund
Alaska
$79.5M -$53.6M -1,450,000 -41%
AC
29
Allstate Corporation
Illinois
$74.8M
NL
30
NEPC LLC
Massachusetts
$71.3M
BC
31
Bricktown Capital
Michigan
$71.1M +$15.3M +415,373 +28%
EWA
32
ERTS Wealth Advisors
Michigan
$66M +$1.43M +38,652 +2%
VWM
33
Venturi Wealth Management
Texas
$64.9M +$28.3M +765,108 +80%
PCIG
34
Partners Capital Investment Group
Massachusetts
$64.6M -$1.17M -31,601 -2%
SCM
35
Shenkman Capital Management
New York
$61.8M +$59.6M +1,613,089 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$61.2M +$4.88M +132,110 +9%
R
37
Rebalance
California
$60.5M +$1.52M +41,041 +3%
OCM
38
One Capital Management
California
$59.6M +$7.83M +211,833 +15%
American Century Companies
39
American Century Companies
Missouri
$55.7M
AssetMark Inc
40
AssetMark Inc
California
$55.6M -$93.3K -2,524 -0.2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$51.1M +$3.17M +85,722 +7%
Osaic Holdings
42
Osaic Holdings
Arizona
$48.9M +$4.65M +125,745 +11%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$48.2M +$9.62M +260,282 +25%
N
44
Nuveen
North Carolina
$48.2M +$47.3M +1,279,070 New
MIS
45
Morningstar Investment Services
Illinois
$47.5M -$717K -19,410 -2%
KOC
46
Koss-Olinger Consulting
Florida
$47.1M +$523K +14,159 +1%
Cerity Partners
47
Cerity Partners
New York
$46.3M +$1.79M +48,528 +4%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$45.1M -$88.8M -2,402,346 -67%
Wealthfront Advisers
49
Wealthfront Advisers
California
$44.7M +$5.26M +142,492 +14%
MNA
50
Manning & Napier Advisors
New York
$44.4M +$39.8M +1,076,289 +1,033%

USHY Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2024, worth a combined $17.1B — up 59% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new USHY positions and 49 closed out — a net gain of 34 holders — while 223 added to existing stakes and 136 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.3B. The largest seller was TIAA Trust, National Association, cutting an estimated $476M.

  • 500 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2024, up from 470 in Q2 2024.
  • Funds reported $17.1B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2024, up 59% quarter-over-quarter.
  • 83 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2024 and 49 closed out, a net change of +34 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.3B added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $476M sold.

Based on aggregated 13F filings for Q3 2024.