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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
LMGAM
551
Liberty Mutual Group Asset Management
Massachusetts
-$86.6M -2,300,000 Closed
Susquehanna International Group
552
Susquehanna International Group
Pennsylvania
-$7.05M -187,337 Closed
SGI
553
Summit Global Investments
Utah
-$6.06M -160,911 Closed
DF
554
Donoghue Forlines
Massachusetts
-$5.9M -156,710 Closed
ATS
555
Ashton Thomas Securities
New York
-$3.88M -102,998 Closed
EP
556
Edgestream Partners
New Jersey
-$3.56M -94,485 Closed
SW
557
Simplicity Wealth
New Jersey
-$2.12M -56,197 Closed
UBS AM
558
UBS AM
Illinois
-$1.82M -48,333 Closed
LSAG
559
Lake Street Advisors Group
New Hampshire
-$1.27M -33,677 Closed
Citadel Advisors
560
Citadel Advisors
Florida
-$1.18M -31,247 Closed
Lido Advisors
561
Lido Advisors
California
-$493K -13,106 Closed
Balyasny Asset Management
562
Balyasny Asset Management
Illinois
-$444K -11,784 Closed
VFPW
563
Vantage Financial Partners (Wisconsin)
Wisconsin
-$413K -10,957 Closed
CL
564
Choreo LLC
Illinois
-$392K -10,428 Closed
DAS
565
Dynamic Advisor Solutions
Arizona
-$303K -8,035 Closed
FA
566
FDx Advisors
Illinois
-$262K -6,950 Closed
MW
567
Maia Wealth
Colorado
-$252K -6,785 Closed
UAG
568
United Advisor Group
Ohio
-$231K -6,130 Closed
SF
569
SWP Financial
California
-$227K -6,034 Closed
IWA
570
Icon Wealth Advisors
Texas
-$227K -6,022 Closed
AFP
571
Alpha Financial Partners
Kentucky
-$223K -5,919 Closed
EFG
572
Ehrlich Financial Group
California
-$223K -5,919 Closed
HIP
573
HUB Investment Partners
Texas
-$221K -5,867 Closed
SAM
574
Secure Asset Management
Michigan
-$213K -5,667 Closed
SI
575
Saxon Interests
Texas
-$210K -5,580 Closed

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.