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iShares Broad USD High Yield Corporate Bond ETF

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53%85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTC
476
Bank & Trust Company
Illinois
$17.1K
NMG
477
New Millennium Group
Utah
$16.1K +$16.3K +437 New
MRP
478
Measured Risk Portfolios
California
$15.5K +$15.7K +422 New
MEG
479
Millstone Evans Group
Colorado
$14.8K +$15K +403 New
HHGA
480
Halbert Hargrove Global Advisors
California
$13.8K +$13.9K +375 New
SWM
481
Spire Wealth Management
Virginia
$13.6K
GSWM
482
Golden State Wealth Management
California
$13.4K +$13.5K +364 New
BWL
483
Bogart Wealth LLC
Virginia
$13.2K +$2.38K +64 +22%
TAM
484
Tucker Asset Management
Colorado
$12.8K -$7.14K -192 -35%
SC
485
SouthState Corp
Florida
$11.8K +$12K +322 New
SC
486
Stephens Consulting
Michigan
$10.7K +$260 +7 +2%
PPC
487
Park Place Capital
Alabama
$10.1K +$10.2K +275 New
WWM
488
Wolff Wiese Magana
California
$10K +$4.95K +133 +96%
FMTCOCP
489
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K +$10K +269 New
MA
490
MCF Advisors
Kentucky
$9.79K +$9.89K +266 New
AWM
491
Activest Wealth Management
Florida
$9.48K +$223 +6 +2%
PPWM
492
PFG Private Wealth Management
Florida
$8.83K
AG
493
AmeriFlex Group
Nevada
$8.8K +$8.78K +236 New
AEPWM
494
Atlantic Edge Private Wealth Management
Florida
$8.35K
TSMHT
495
Thurston Springer Miller Herd & Titak
Indiana
$8.28K
DSC
496
Duncker Streett & Co
Missouri
$7.84K
RWM
497
Rialto Wealth Management
New York
$7.21K +$7.29K +196 New
HBW
498
Hazlett, Burt & Watson
West Virginia
$7K +$149 +4 +2%
AIC
499
Archer Investment Corporation
Indiana
$6.72K +$37 +1 +0.5%
RFA
500
Reyes Financial Architecture
California
$6.47K +$6.55K +176 New

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.