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iShares Broad USD High Yield Corporate Bond ETF
USHY

161 hedge funds and large institutions have $3.3B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 39

21% more capital invested

Capital invested by funds: $2.74B → $3.3B (+$562M)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

1% more funds holding

Funds holding: 160 → 161 (+1)

13.4% less ownership

Funds ownership: 75.69% → 62.29% (-13%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
161
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
46
Increased
59
Reduced
39
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$312M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$138M
3
UBS Group
UBS Group
Switzerland
+$73M
4
TAIM
TD Ameritrade Investment Management
Nebraska
+$57.3M
5
Jane Street
Jane Street
New York
+$56.6M

Top Sellers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
-$156M
2
CSIA
Charles Schwab Investment Advisory
California
-$141M
3
AssetMark Inc
AssetMark Inc
California
-$131M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$75.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$72.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
51
Flow Traders U.S.
New York
$1.8M +$1.76M +47,110 New
FFG
52
Ford Financial Group
California
$1.71M -$25.4K -681 -1%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$1.71M +$358K +9,571 +27%
BWFA
54
Baltimore-Washington Financial Advisors
Maryland
$1.66M +$61K +1,632 +4%
NGA
55
Naples Global Advisors
Florida
$1.56M +$377K +10,080 +33%
SF
56
Synovus Financial
Georgia
$1.54M -$1.76M -47,174 -54%
FAAS
57
First Allied Advisory Services
California
$1.5M -$728K -19,491 -33%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$1.28M +$103K +2,758 +9%
FHA
59
Flagship Harbor Advisors
Massachusetts
$1.17M +$1.12M +30,016 +4,480%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.12M +$572K +15,315 +110%
SMM
61
Stadion Money Management
Georgia
$1.1M – – –
WWM
62
Western Wealth Management
Colorado
$1.06M -$89.4K -2,394 -8%
UCFA
63
United Capital Financial Advisors
Texas
$922K -$313K -8,366 -26%
CST
64
Charles Schwab Trust
Nevada
$893K -$3.67M -98,332 -81%
GC
65
Gilbert & Cook
Iowa
$805K +$524K +14,016 +199%
QCM
66
Quest Capital Management
Texas
$798K +$780K +20,885 New
HCA
67
Harbour Capital Advisors
Virginia
$795K +$31.9K +855 +4%
OMC
68
Old Mission Capital
Illinois
$764K +$747K +19,996 New
OFG
69
OTA Financial Group
New York
$741K +$725K +19,410 New
3AM
70
3EDGE Asset Management
Florida
$716K +$700K +18,730 New
HA
71
HYA Advisors
Missouri
$683K +$63.6K +1,703 +11%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$664K – – –
EH
73
Equitable Holdings
New York
$618K +$208K +5,556 +52%
PTC
74
Private Trust Company
Ohio
$604K +$149K +3,981 +34%
RWM
75
RBA Wealth Management
California
$593K +$1.72K +46 +0.3%
1 2
3
4 5

USHY Hedge Fund Activity: Q2 2020 in Review

161 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2020, worth a combined $3.3B — up 21% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new USHY positions and 45 closed out — a net gain of 1 holder — while 59 added to existing stakes and 39 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $312M. The largest seller was Prudential plc, exiting entirely with an estimated $156M sold.

  • 161 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2020, up from 160 in Q1 2020.
  • Funds reported $3.3B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 46 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2020 and 45 closed out, a net change of +1 holder.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2020 was Raymond James & Associates, an estimated $312M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2020 was Prudential plc, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2020.