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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
SJIM
476
St. Johns Investment Management
Florida
$3.13K +$3.07K +83 New
WCM
477
Winthrop Capital Management
Indiana
$3K
MHR
478
Matthew Hamilton Rosenberg
$2.94K
CWC
479
Carolinas Wealth Consulting
North Carolina
$2.9K +$2.85K +77 New
CB
480
CNB Bank
Pennsylvania
$2.26K
PA
481
Parallel Advisors
California
$2.11K -$4.29K -116 -67%
BFPW
482
BOK Financial Private Wealth
Colorado
$1.88K
OWP
483
ORG Wealth Partners
Texas
$1.69K +$1.66K +45 New
KWAG
484
Kiely Wealth Advisory Group
North Carolina
$1.49K
LI
485
LRI Investments
Florida
$1.45K
UCI
486
Uncommon Cents Investing
Wisconsin
$1.43K +$1.4K +38 New
GJIA
487
Glass Jacobson Investment Advisors
Maryland
$1.17K
RWPA
488
Richard W. Paul & Associates
Michigan
$1.17K
TFA
489
Transamerica Financial Advisors
Florida
$1K +$74 +2 New
SSB
490
Sandy Spring Bank
Maryland
$904 +$887 +24 New
HCM
491
Hollencrest Capital Management
California
$753 +$739 +20 New
APC
492
Aspire Private Capital
North Carolina
$602
CFD
493
Creative Financial Designs
Indiana
$565 -$8.16K -221 -94%
GTAM
494
Global Trust Asset Management
Florida
$489
DWM
495
Darwin Wealth Management
Florida
$452 +$443 +12 New
S
496
SignatureFD
Georgia
$301 -$5.1K -138 -95%
Asset Management One
497
Asset Management One
Japan
$188 +$185 +5 New
LFG
498
Larson Financial Group
Missouri
$151
CPA
499
Capital Performance Advisors
California
$113 +$111 +3 New
ADL
500
Asset Dedication LLC
California
$76 -$2.66K -72 -97%

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.