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iShares Broad USD High Yield Corporate Bond ETF

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: 2729 (+2)

4% more funds holding

Funds holding: 453470 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
476
Schonfeld Strategic Advisors
New York
-$21M -572,774 Closed
Renaissance Technologies
477
Renaissance Technologies
New York
-$8.77M -239,800 Closed
N
478
Nuveen
North Carolina
-$6.04M -165,030 Closed
Susquehanna International Group
479
Susquehanna International Group
Pennsylvania
-$5.87M -160,373 Closed
FF
480
Friedenthal Financial
New Jersey
-$4.37M -119,355 Closed
QAM
481
Q3 Asset Management
Michigan
-$4.13M -113,030 Closed
LNC
482
Lincoln National Corp
Pennsylvania
-$4.08M -111,490 Closed
PPWP
483
Premier Path Wealth Partners
New Jersey
-$2.29M -64,436 Closed
1CP
484
1607 Capital Partners
Virginia
-$2.31M -63,000 Closed
PA
485
PPM America
Illinois
-$1.57M -43,000 Closed
CBFP
486
Cedar Brook Financial Partners
Ohio
-$1.32M -36,167 Closed
SWA
487
Sax Wealth Advisors
New Jersey
-$732K -20,005 Closed
DFA
488
DHK Financial Advisors
New Hampshire
-$580K -15,852 Closed
CF
489
Centaurus Financial
California
-$404K -11,047 Closed
WWA
490
WCG Wealth Advisors
Nevada
-$377K -10,305 Closed
CAPTRUST Financial Advisors
491
CAPTRUST Financial Advisors
North Carolina
-$282K -7,696 Closed
CFS
492
Cannon Financial Strategists
Georgia
-$266K -7,261 Closed
HAS
493
HBW Advisory Services
California
-$231K -6,363 Closed
SAM
494
Secure Asset Management
Michigan
-$216K -5,890 Closed
CSPIA
495
Cary Street Partners Investment Advisory
Virginia
-$213K -5,830 Closed
TCPW
496
Twin City Private Wealth
North Carolina
-$205K -5,606 Closed
SG Americas Securities
497
SG Americas Securities
New York
-$200K -5,469 Closed
FMP
498
Financial Management Professionals
Texas
-$82K -2,239 Closed
IGWM
499
ICA Group Wealth Management
Colorado
-$73.2K -2,001 Closed
JWA
500
JFS Wealth Advisors
Pennsylvania
-$60.7K -1,659 Closed

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.