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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
UAS
576
United Asset Strategies
New York
-$208K -5,535 Closed
NCM
577
Noesis Capital Mangement
Florida
-$206K -5,484 Closed
MAM
578
Milestone Asset Management
Pennsylvania
-$205K -5,457 Closed
TCPW
579
Twin City Private Wealth
North Carolina
-$204K -5,414 Closed
Bessemer Group
580
Bessemer Group
New Jersey
-$98K -2,592 Closed
HGERS
581
Householder Group Estate & Retirement Specialist
Arizona
-$95K -2,544 Closed
OA
582
Operose Advisors
Wisconsin
-$60.5K -1,606 Closed
MAM
583
Marquette Asset Management
Minnesota
-$30.8K -818 Closed
PG
584
Proffitt & Goodson
Tennessee
-$30.5K -810 Closed
FFO
585
Fortitude Family Office
Arizona
-$26.7K -708 Closed
FMII
586
Farmers & Merchants Investments Inc
Nebraska
-$25.3K -671 Closed
BCM
587
Blume Capital Management
California
-$23.1K -613 Closed
RIA
588
Realta Investment Advisors
Delaware
-$21.7K -582 Closed
PK
589
Pflug Koory
Nebraska
-$10.4K -277 Closed
NS
590
NBC Securities
Alabama
-$9K -253 Closed
CSC
591
Caldwell Sutter Capital
California
-$8.4K -223 Closed
AWA
592
Alaska Wealth Advisors
Alaska
-$7.53K -200 Closed
Simplex Trading
593
Simplex Trading
Illinois
-$7K -187 Closed
BTI
594
Blue Trust Inc
Georgia
-$5.41K -149 Closed
FDCDDQ
595
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$4.89K -130 Closed
MG
596
Mather Group
Illinois
-$4.33K -115 Closed
SJIM
597
St. Johns Investment Management
Florida
-$3.13K -83 Closed
CWC
598
Carolinas Wealth Consulting
North Carolina
-$2.9K -77 Closed
BFPW
599
BOK Financial Private Wealth
Colorado
-$1.88K -50 Closed
UCI
600
Uncommon Cents Investing
Wisconsin
-$1.43K -38 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.