iShares Broad USD High Yield Corporate Bond ETF
USHY
68 hedge funds and large institutions have $1.15B invested in iShares Broad USD High Yield Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 8 closing their positions.
325% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
77% more capital invested
Capital invested by funds: $650M → $1.15B (+$497M)
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
62% more funds holding
Funds holding: 42 → 68 (+26)
10.32% less ownership
Funds ownership: 93.03% → 82.71% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$399M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$60.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$25.7M |
| 4 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$8.49M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$38.3M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.87M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.84M |
| 4 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
-$2.18M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.04M |
USHY Hedge Fund Activity: Q2 2019 in Review
68 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2019, worth a combined $1.15B — up 77% from $650M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new USHY positions and 8 closed out — a net gain of 26 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was UBS Group, adding an estimated $399M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $38.3M.
- 68 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2019, up from 42 in Q1 2019.
- Funds reported $1.15B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2019, up 77% quarter-over-quarter.
- 34 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2019 and 8 closed out, a net change of +26 holders.
- The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2019 was UBS Group, an estimated $399M added.
- The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2019 was Charles Schwab Investment Advisory, an estimated $38.3M sold.
Based on aggregated 13F filings for Q2 2019.