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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
UWS
526
Unique Wealth Strategies
Illinois
-$214K -5,844 Closed
SW
527
SVB Wealth
Massachusetts
-$212K -5,833 Closed
HHRDM
528
H&H Retirement Design & Management
Nevada
-$210K -5,716 Closed
BWP
529
BSW Wealth Partners
Colorado
-$206K -5,689 Closed
TRCT
530
Tower Research Capital (TRC)
New York
-$171K -4,716 Closed
GI
531
Gradient Investments
Minnesota
-$64.4K -1,776 Closed
RFA
532
Register Financial Advisors
Georgia
-$46.4K -1,278 Closed
TSWM
533
Tyler-Stone Wealth Management
Ohio
-$46.2K -1,274 Closed
HWP
534
Highline Wealth Partners
California
-$45.9K -1,264 Closed
GLR
535
Great Lakes Retirement
Ohio
-$28.4K -784 Closed
HFS
536
Horizon Financial Services
North Carolina
-$28.2K -763 Closed
TFF
537
The Family Firm
Maryland
-$26.5K -731 Closed
MA
538
MCF Advisors
Kentucky
-$24.2K -666 Closed
TWP
539
Triad Wealth Partners
Kansas
-$19.7K -543 Closed
CT
540
Colonial Trust
South Carolina
-$10.9K -301 Closed
BSB
541
Bangor Savings Bank
Maine
-$10.4K -288 Closed
PGAM
542
Princeton Global Asset Management
New Jersey
-$5.8K -160 Closed
BCWM
543
Bartlett & Co Wealth Management
Ohio
-$5.19K -143 Closed
TCOV
544
Trust Company of Vermont
Vermont
-$4.79K -132 Closed
CP
545
Camelot Portfolios
Ohio
-$3.05K -84 Closed
RWMG
546
Redwood Wealth Management Group
New Jersey
-$2.32K -64 Closed
WP
547
WealthShield Partners
North Carolina
-$1.7K -47 Closed
KFS
548
Kelly Financial Services
Massachusetts
-$931 -26 Closed
SSG
549
Summit Securities Group
New York
-$1K -24 Closed
WBC
550
West Branch Capital
Massachusetts
-$654 -18 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.