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iShares Broad USD High Yield Corporate Bond ETF

286 hedge funds and large institutions have $4.84B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

13% more funds holding

Funds holding: 253286 (+33)

0.32% more ownership

Funds ownership: 65.88%66.2% (+0.32%)

1% less capital invested

Capital invested by funds: $4.9B → $4.84B (-$61.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $345K

Holders
286
Holders Change
+33
Holders Change %
+13.04%
% of All Funds
5.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
69
Increased
118
Reduced
71
Closed
36
Calls
Puts
$345K
Net Calls
-$345K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$7.23M
Morgan Stanley
52
Morgan Stanley
New York
$7.12M +$1.53M +37,193 +27%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$6.87M -$6.06M -147,150 -47%
FMT
54
First Mercantile Trust
Tennessee
$6.83M -$712K -17,286 -9%
Citadel Advisors
55
Citadel Advisors
Florida
$6.64M +$6.64M +161,294 New
GWM
56
Geneos Wealth Management
Colorado
$6.02M +$5.92M +143,697 +8,169%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$5.94M +$555K +13,480 +10%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$5.67M +$4.37M +106,077 +335%
RJT
59
Raymond James Trust
Florida
$5.27M +$452K +10,990 +9%
CI
60
Cavalier Investments
Georgia
$5.25M -$1.34M -32,551 -20%
HWMA
61
Heritage Wealth Management (Arizona)
Arizona
$5.11M +$5.11M +124,119 New
Baird Financial Group
62
Baird Financial Group
Wisconsin
$5.11M +$1.35M +32,675 +36%
CI
63
Clal Insurance
Israel
$5.04M
AWE
64
Avidian Wealth Enterprises
Texas
$4.93M +$2.96M +71,903 +151%
PAG
65
Private Advisor Group
New Jersey
$4.85M +$273K +6,637 +6%
PFM
66
Phillips Financial Management
Indiana
$4.71M +$456K +11,089 +11%
CM
67
Cornerstone Management
Georgia
$4.63M +$1.3M +31,567 +39%
SAM
68
Securian Asset Management
Minnesota
$4.3M +$519K +12,600 +14%
WP
69
WealthSource Partners
California
$4.3M +$493K +11,970 +13%
IWC
70
Integrated Wealth Concepts
Massachusetts
$4.3M -$14.8K -360 -0.3%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$4.07M +$478K +11,612 +13%
MGIA
72
Moneta Group Investment Advisors
Missouri
$3.83M +$666K +16,178 +21%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$3.69M -$222K -5,397 -6%
GRP
74
Global Retirement Partners
California
$3.59M +$10.4K +252 +0.3%
TPCM
75
Three Peaks Capital Management
Colorado
$3.48M

USHY Hedge Fund Activity: Q1 2021 in Review

286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2021, worth a combined $4.84B — down 1.3% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new USHY positions and 36 closed out — a net gain of 33 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $97.1M. The largest seller was BlackRock, cutting an estimated $200M.

  • 286 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2021, up from 253 in Q4 2020.
  • Funds reported $4.84B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 69 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2021 and 36 closed out, a net change of +33 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $97.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2021.