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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
SL
501
Salomon & Ludwin
Virginia
$38
HWA
502
Heritage Wealth Advisors
Virginia
$8
WI
503
WBI Investments
New Jersey
-$18.2M -500,961 Closed
DRS
504
Deane Retirement Strategies
Louisiana
-$9.41M -259,483 Closed
EPM
505
Elm Partners Management
Pennsylvania
-$7.12M -196,378 Closed
SFC
506
Strategic Financial Concepts
Texas
-$4.59K -168,916 Closed
IG
507
ING Group
Netherlands
-$6M -165,400 Closed
SAM
508
Securian Asset Management
Minnesota
-$4.65M -128,286 Closed
Mirae Asset Global Investments
509
Mirae Asset Global Investments
South Korea
-$2.66M -73,119 Closed
PCM
510
Pointe Capital Management
Michigan
-$2.34M -64,566 Closed
PFG
511
PAX Financial Group
Texas
-$1.69M -46,704 Closed
Janney Montgomery Scott
512
Janney Montgomery Scott
Pennsylvania
-$1.37M -37,667 Closed
OMC
513
Old Mission Capital
Illinois
-$821K -22,643 Closed
IA
514
IFG Advisory
Georgia
-$739K -20,370 Closed
IAIM
515
International Assets Investment Management
Florida
-$649K -17,891 Closed
AWM
516
Avaii Wealth Management
Wisconsin
-$454K -12,504 Closed
CA
517
CSM Advisors
Pennsylvania
-$444K -12,250 Closed
NRA
518
NSI Retail Advisors
Pennsylvania
-$444K -12,250 Closed
AAS
519
Asset Allocation Strategies
Michigan
-$385K -10,617 Closed
SP
520
Sequent Planning
Nebraska
-$377K -10,447 Closed
CAM
521
Cresset Asset Management
Illinois
-$326K -8,991 Closed
RIA
522
Regal Investment Advisors
Michigan
-$221K -6,085 Closed
CIA
523
Capital Investment Advisors
Georgia
-$218K -6,018 Closed
OLA
524
Oliver Luxxe Assets
New Jersey
-$218K -6,017 Closed
JWCA
525
J.W. Cole Advisors
Florida
-$218K -6,010 Closed

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.