We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

130 hedge funds and large institutions have $2.3B invested in iShares Broad USD High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

163% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 19

40% more funds holding

Funds holding: 93130 (+37)

6% more capital invested

Capital invested by funds: $2.18B → $2.3B (+$127M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4.4% less ownership

Funds ownership: 85.06%80.66% (-4.4%)

Holders
130
Holders Change
+37
Holders Change %
+39.78%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
54
Increased
50
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$685K -$49.5K -1,216 -7%
VWA
52
V Wealth Advisors
Kansas
$683K
UCFA
53
United Capital Financial Advisors
Texas
$663K +$657K +16,125 New
GIA
54
Gladstone Institutional Advisory
Florida
$585K -$14.4K -353 -2%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$567K +$559K +13,740 New
CM
56
Columbus Macro
Pennsylvania
$535K -$55K -1,351 -9%
HA
57
HYA Advisors
Missouri
$532K +$528K +12,956 New
PTC
58
Private Trust Company
Ohio
$507K +$896 +22 +0.2%
VVP
59
Venture Visionary Partners
Ohio
$482K +$478K +11,745 New
RCA
60
Rowland Carmichael Advisors
Arizona
$468K +$464K +11,390 New
RA
61
RFG Advisory
Alabama
$463K +$98.3K +2,413 +27%
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$455K +$39.6K +972 +10%
GP
63
Geneva Partners
Wisconsin
$377K +$373K +9,164 New
SA
64
Shilanski & Associates
Alaska
$365K +$16.7K +410 +5%
SWP
65
Stratos Wealth Partners
Ohio
$352K +$36K +885 +12%
PAG
66
Pinnacle Advisory Group
Maryland
$338K +$39.9K +981 +14%
ACM
67
AlphaStar Capital Management
North Carolina
$324K +$20.9K +514 +7%
Morgan Stanley
68
Morgan Stanley
New York
$317K +$181K +4,442 +135%
Ameriprise
69
Ameriprise
Minnesota
$294K +$292K +7,164 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$288K +$274K +6,733 +2,457%
AI
71
Atria Investments
North Carolina
$283K +$281K +6,894 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$282K +$188K +4,620 +207%
GC
73
Gilbert & Cook
Iowa
$281K +$278K +6,839 New
WTC
74
WhitTier Trust Company
Nevada
$279K -$15.1K -370 -5%
CIAS
75
Capital Investment Advisory Services
North Carolina
$277K +$275K +6,750 New

USHY Hedge Fund Activity: Q4 2019 in Review

130 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2019, worth a combined $2.3B — up 5.8% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new USHY positions and 15 closed out — a net gain of 39 holders — while 50 added to existing stakes and 19 trimmed.

The largest buyer was Prudential plc, adding an estimated $78.5M. The largest seller was Jane Street, exiting entirely with an estimated $69.8M sold.

  • 130 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2019, up from 93 in Q3 2019.
  • Funds reported $2.3B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2019, up 5.8% quarter-over-quarter.
  • 54 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2019 and 15 closed out, a net change of +39 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2019 was Prudential plc, an estimated $78.5M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2019 was Jane Street, an estimated $69.8M sold.

Based on aggregated 13F filings for Q4 2019.