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iShares Broad USD High Yield Corporate Bond ETF

200 hedge funds and large institutions have $4.03B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 21

164% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 33

24% more funds holding

Funds holding: 161200 (+39)

22% more capital invested

Capital invested by funds: $3.3B → $4.03B (+$727M)

7.37% more ownership

Funds ownership: 62.29%69.66% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
200
Holders Change
+39
Holders Change %
+24.22%
% of All Funds
4.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
61
Increased
87
Reduced
33
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthSource Partners
California
$2.62M -$50.5K -1,278 -2%
AI
52
Atria Investments
North Carolina
$2.46M +$2.46M +62,215 New
SWP
53
Stratos Wealth Partners
Ohio
$2.42M +$423K +10,706 +21%
BWFA
54
Baltimore-Washington Financial Advisors
Maryland
$2.37M +$663K +16,791 +39%
Goldman Sachs
55
Goldman Sachs
New York
$2.29M -$13.5M -341,681 -86%
MML Investors Services
56
MML Investors Services
Massachusetts
$2M -$3.26M -82,553 -62%
FFG
57
Ford Financial Group
California
$1.95M +$185K +4,691 +10%
SFS
58
Sowell Financial Services
Arkansas
$1.87M -$645K -16,328 -26%
AWM
59
AE Wealth Management
Kansas
$1.82M +$1.42M +36,017 +353%
OFG
60
OTA Financial Group
New York
$1.74M +$976K +24,720 +127%
NGA
61
Naples Global Advisors
Florida
$1.69M +$74.4K +1,885 +5%
Morgan Stanley
62
Morgan Stanley
New York
$1.68M +$1.35M +34,280 +413%
TCM
63
Twin Capital Management
Pennsylvania
$1.64M +$1.64M +41,548 New
AWE
64
Avidian Wealth Enterprises
Texas
$1.5M +$899K +22,764 +148%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$1.43M +$109K +2,750 +8%
FAAS
66
First Allied Advisory Services
California
$1.27M -$282K -7,153 -18%
SS
67
Simplicity Solutions
Minnesota
$1.25M +$1.25M +31,565 New
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.24M +$1.24M +31,289 New
CAG
69
Csenge Advisory Group
Florida
$1.23M +$1.23M +31,133 New
GC
70
Gilbert & Cook
Iowa
$1.19M +$362K +9,169 +44%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$1.19M +$38.3K +970 +3%
WWM
72
Western Wealth Management
Colorado
$1.12M +$22.1K +560 +2%
SMM
73
Stadion Money Management
Georgia
$1.08M -$59.2K -1,500 -5%
HCA
74
Harbour Capital Advisors
Virginia
$1.03M +$214K +5,417 +26%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$1.03M +$344K +8,722 +50%

USHY Hedge Fund Activity: Q3 2020 in Review

200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2020, worth a combined $4.03B — up 22% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new USHY positions and 21 closed out — a net gain of 40 holders — while 87 added to existing stakes and 33 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $56M.

  • 200 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2020, up from 161 in Q2 2020.
  • Funds reported $4.03B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 61 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2020 and 21 closed out, a net change of +40 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2020 was TD Ameritrade Investment Management, an estimated $280M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2020 was UBS Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2020.