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iShares Broad USD High Yield Corporate Bond ETF
USHY

595 hedge funds and large institutions have $21B invested in iShares Broad USD High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 266 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 158

54% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 54

3% more funds holding

Funds holding: 577 → 595 (+18)

4% more capital invested

Capital invested by funds: $20.1B → $21B (+$874M)

2.39% less ownership

Funds ownership: 84.2% → 81.81% (-2.4%)

14% less funds holding in top 10

Funds holding in top 10: 36 → 31 (-5)

Holders
595
Holders Change
+18
Holders Change %
+3.12%
% of All Funds
7.81%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.41%
New
83
Increased
266
Reduced
158
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.48B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$283M
3
JSTA
Japan Science & Technology Agency
Japan
+$150M
4
Citadel Advisors
Citadel Advisors
Florida
+$86M
5
Bank of America
Bank of America
North Carolina
+$78.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$661M
2
PP
Prudential plc
United Kingdom
-$394M
3
BlackRock
BlackRock
New York
-$240M
4
OPAM
Ocean Park Asset Management
California
-$147M
5
SPC
Silver Point Capital
Connecticut
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
576
Cheviot Value Management
California
$1.09K – – –
Fifth Third Bancorp
577
Fifth Third Bancorp
Ohio
$1.02K -$8.1K -216 -89%
CPG
578
Cornerstone Planning Group
New Jersey
$1K +$37 +1 +4%
NMG
579
New Millennium Group
Utah
$831 -$15.6K -415 -95%
DWM
580
Dogwood Wealth Management
Kansas
$831 – – –
BFO
581
Biltmore Family Office
North Carolina
$793 +$787 +21 New
HCM
582
Hollencrest Capital Management
California
$756 – – –
LWMI
583
Legacy Wealth Management (Idaho)
Idaho
$756 – – –
NEWAS
584
N.E.W. Advisory Services
Wisconsin
$718 – – –
CFD
585
Creative Financial Designs
Indiana
$567 – – –
NSG
586
Nalls Sherbakoff Group
Tennessee
$474 +$37 +1 +8%
CFG
587
Chapman Financial Group
Hawaii
$454 – – –
PWMG
588
Private Wealth Management Group
New Jersey
$454 +$450 +12 New
SA
589
Strategic Advocates
Utah
$453 +$450 +12 New
RFG
590
REAP Financial Group
Texas
$378 +$375 +10 New
AFWM
591
Abich Financial Wealth Management
Virginia
$340 +$337 +9 New
Q1WB
592
Quest 10 Wealth Builders
Virginia
$264 +$262 +7 New
AA
593
Ancora Advisors
Ohio
$151 +$150 +4 New
ADL
594
Asset Dedication LLC
California
$76 -$21.8K -583 -100%
QWM
595
Quaker Wealth Management
New Jersey
$76 – – –
SWIM
596
Smallwood Wealth Investment Management
New Jersey
$75 +$75 +2 New
MSWA
597
Marshall & Sterling Wealth Advisors
New York
$41 – – –
SL
598
Salomon & Ludwin
Virginia
$38 – – –
SPC
599
Silver Point Capital
Connecticut
– -$111M -2,950,000 Closed
APF
600
Alaska Permanent Fund
Alaska
– -$85.5M -2,286,619 Closed
22 23
24
25 26

USHY Hedge Fund Activity: Q3 2025 in Review

595 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2025, worth a combined $21B — up 4.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new USHY positions and 54 closed out — a net gain of 29 holders — while 266 added to existing stakes and 158 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.48B. The largest seller was JP Morgan Chase, cutting an estimated $661M.

  • 595 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2025, up from 577 in Q2 2025.
  • Funds reported $21B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 83 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2025 and 54 closed out, a net change of +29 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2025 was Jones Financial Companies, an estimated $1.48B added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2025 was JP Morgan Chase, an estimated $661M sold.

Based on aggregated 13F filings for Q3 2025.