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iShares Broad USD High Yield Corporate Bond ETF
USHY

160 hedge funds and large institutions have $2.74B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 66 increasing their positions, 26 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 26

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

23% more funds holding

Funds holding: 130 → 160 (+30)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more capital invested

Capital invested by funds: $2.3B → $2.74B (+$435M)

4.97% less ownership

Funds ownership: 80.66% → 75.69% (-5%)

Holders
160
Holders Change
+30
Holders Change %
+23.08%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
57
Increased
66
Reduced
26
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$165M
2
UBS Group
UBS Group
Switzerland
+$134M
3
Charles Schwab
Charles Schwab
California
+$119M
4
Bank of America
Bank of America
North Carolina
+$76.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.2M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$170M
2
WI
WBI Investments
New Jersey
-$57.6M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$52.2M
4
FTUS
Flow Traders U.S.
New York
-$17.1M
5
RIM
Redwood Investment Management
Arizona
-$7.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
51
Bell Rock Capital
Delaware
$1.43M +$1.59M +40,190 New
BRWA
52
B. Riley Wealth Advisors
Florida
$1.39M +$1.55M +39,136 New
Neuberger Berman Group
53
Neuberger Berman Group
New York
$1.25M – – –
UCFA
54
United Capital Financial Advisors
Texas
$1.15M +$646K +16,363 +101%
CFG
55
Cooper Financial Group
California
$1.15M +$261K +6,616 +26%
MFG
56
Menard Financial Group
Texas
$1.13M +$1.26M +31,956 New
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.09M -$43.5K -1,100 -3%
NGA
58
Naples Global Advisors
Florida
$1.09M -$19.6K -495 -2%
WWM
59
Western Wealth Management
Colorado
$1.07M +$505K +12,776 +73%
SMM
60
Stadion Money Management
Georgia
$1.03M -$51.4K -1,300 -4%
WP
61
WealthSource Partners
California
$1.01M -$3.26M -82,552 -74%
C1AG
62
Client 1st Advisory Group
Florida
$1.01M +$185K +4,672 +20%
HWM
63
Hohimer Wealth Management
Washington
$944K +$1.03M +25,951 New
PCS
64
Personal CFO Solutions
New Jersey
$918K +$1.02M +25,873 New
PAS
65
Park Avenue Securities
New York
$898K +$999K +25,296 New
WT
66
Whittier Trust
California
$868K – – –
HCA
67
Harbour Capital Advisors
Virginia
$708K +$26.6K +673 +3%
Ameriprise
68
Ameriprise
Minnesota
$669K +$461K +11,672 +163%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$598K +$141K +3,560 +26%
VCM
70
Virtue Capital Management
Tennessee
$597K +$664K +16,819 New
HA
71
HYA Advisors
Missouri
$574K +$127K +3,210 +25%
IWM
72
IHT Wealth Management
Illinois
$564K -$31K -785 -5%
RWM
73
RBA Wealth Management
California
$549K +$611K +15,477 New
RIM
74
Redwood Investment Management
Arizona
$543K -$7.32M -185,238 -92%
APA
75
American Portfolios Advisors
New York
$541K +$561K +14,202 +1,384%
1 2
3
4 5

USHY Hedge Fund Activity: Q1 2020 in Review

160 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2020, worth a combined $2.74B — up 19% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new USHY positions and 25 closed out — a net gain of 32 holders — while 66 added to existing stakes and 26 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $165M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $170M.

  • 160 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2020, up from 130 in Q4 2019.
  • Funds reported $2.74B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2020, up 19% quarter-over-quarter.
  • 57 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2020 and 25 closed out, a net change of +32 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2020 was AssetMark Inc, an estimated $165M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2020.