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iShares Broad USD High Yield Corporate Bond ETF
USHY

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: 500 → 547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 30 → 32 (+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
–

Top Buyers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
+$685M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
+$516M
3
Morgan Stanley
Morgan Stanley
New York
+$392M
4
CMF
Counterpoint Mutual Funds
California
+$230M
5
OPAM
Ocean Park Asset Management
California
+$144M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.23B
2
BlackRock
BlackRock
New York
-$270M
3
TC
Toews Corporation
New Jersey
-$160M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$121M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$86.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWAG
526
Kiely Wealth Advisory Group
North Carolina
$1.49K – – –
CIM
527
Contravisory Investment Management
Massachusetts
$1.47K +$1.49K +40 New
LI
528
LRI Investments
Florida
$1.44K – – –
MCM
529
Mainstream Capital Management
California
$1.32K +$1.34K +36 New
WP
530
WealthShield Partners
North Carolina
$1.18K +$1.19K +32 New
MHR
531
Matthew Hamilton Rosenberg
$1.14K -$1.75K -47 -60%
RWPA
532
Richard W. Paul & Associates
Michigan
$1.14K – – –
AA
533
Ancora Advisors
Ohio
$1.14K +$1.15K +31 New
TFA
534
Transamerica Financial Advisors
Florida
$1K – – –
CPG
535
Cornerstone Planning Group
New Jersey
$949 -$8.11K -218 -90%
LIS
536
Legacy Investment Solutions
Idaho
$742 +$744 +20 New
LWMI
537
Legacy Wealth Management (Idaho)
Idaho
$742 +$744 +20 New
HCM
538
Hollencrest Capital Management
California
$736 – – –
OC
539
Oarsman Capital
Wisconsin
$736 +$744 +20 New
CFD
540
Creative Financial Designs
Indiana
$552 – – –
CFG
541
Chapman Financial Group
Hawaii
$442 +$446 +12 New
DWM
542
Darwin Wealth Management
Florida
$441 – – –
S
543
SignatureFD
Georgia
$405 +$112 +3 +38%
Asset Management One
544
Asset Management One
Japan
$184 – – –
HNW
545
High Note Wealth
Minnesota
$184 +$186 +5 New
SAM
546
Synergy Asset Management
Washington
$151 +$149 +4 New
ADL
547
Asset Dedication LLC
California
$74 – – –
SL
548
Salomon & Ludwin
Virginia
$37 – – –
HWA
549
Heritage Wealth Advisors
Virginia
$7 – – –
TC
550
Toews Corporation
New Jersey
– -$160M -4,257,100 Closed
20 21
22
23 24

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.