We are live on ! Find out more
USHY icon

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
FIM
501
Fernwood Investment Management
Massachusetts
-$53.1K -1,452 Closed
GA
502
GoalVest Advisory
New York
-$39.8K -1,088 Closed
CFO
503
CVA Family Office
Colorado
-$36.6K -1,000 Closed
APW
504
Atlantic Private Wealth
North Carolina
-$26.2K -717 Closed
WWP
505
WR Wealth Planners
Missouri
-$18K -492 Closed
SA
506
SRH Advisors
Kansas
-$16K -437 Closed
FFA
507
Frazier Financial Advisors
Ohio
-$11.2K -305 Closed
ITIM
508
Indiana Trust & Investment Management
Indiana
-$10.9K -297 Closed
WPWM
509
Western Pacific Wealth Management
Illinois
-$6.11K -167 Closed
PMFA
510
Plante Moran Financial Advisors
Michigan
-$4.57K -125 Closed
CB
511
Centennial Bank
Arkansas
-$4.5K -123 Closed
FFWM
512
Future Financial Wealth Management
Ohio
-$3.77K -103 Closed
TWC
513
TD Waterhouse Canada
Ontario, Canada
-$5.05K -103 Closed
AWM
514
Atticus Wealth Management
Florida
-$2.01K -55 Closed
DJSG
515
D.J. St. Germain
Massachusetts
-$1.61K -44 Closed
First Manhattan
516
First Manhattan
New York
-$1.5K -41 Closed
S
517
Sachetta
Massachusetts
-$1.03K -28 Closed
Franklin Resources
518
Franklin Resources
California
-$878 -24 Closed
FPF
519
First Pacific Financial
Washington
-$769 -21 Closed
T
520
Tidemark
California
-$329 -9 Closed
NP
521
NorthRock Partners
Minnesota
-$183 -5 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.