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iShares Broad USD High Yield Corporate Bond ETF

359 hedge funds and large institutions have $6.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 71

123% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 35

11% more funds holding

Funds holding: 323359 (+36)

10% more capital invested

Capital invested by funds: $5.69B → $6.23B (+$546M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3.31% more ownership

Funds ownership: 71.56%74.87% (+3.3%)

Holders
359
Holders Change
+36
Holders Change %
+11.15%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.31%
New
78
Increased
162
Reduced
71
Closed
35
Calls
$185K
Puts
Net Calls
+$185K
Net Calls Change
+$185K
Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
51
Mechanics Bank - Trust Department
California
$10.6M +$1.67M +40,547 +19%
PPWM
52
PFG Private Wealth Management
Florida
$10.2M +$10.2M +248,090 New
HFS
53
Horizon Financial Services
North Carolina
$10.1M +$1.81M +44,021 +22%
Betterment LLC
54
Betterment LLC
New York
$9.97M +$3.76M +91,455 +61%
UBS AM
55
UBS AM
Illinois
$9.49M
TC
56
Toews Corporation
New Jersey
$8.75M -$4.12M -100,100 -32%
RWP
57
RWA Wealth Partners
Massachusetts
$8.49M -$359K -8,730 -4%
1CP
58
1607 Capital Partners
Virginia
$8.24M +$8.22M +200,000 New
Prudential Financial
59
Prudential Financial
New Jersey
$8.16M +$7.86M +191,233 +3,071%
NYLIM
60
New York Life Investment Management
New York
$7.49M +$893K +21,706 +14%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$7.11M +$735K +17,866 +12%
CW
62
CreativeOne Wealth
Kansas
$6.93M +$913K +22,207 +15%
RJT
63
Raymond James Trust
Florida
$6.73M +$786K +19,122 +13%
SW
64
Simplicity Wealth
New Jersey
$6.69M +$6.68M +162,338 New
Neuberger Berman Group
65
Neuberger Berman Group
New York
$6.21M +$2.52M +61,214 +68%
AWE
66
Avidian Wealth Enterprises
Texas
$6.02M +$92.3K +2,244 +2%
HR
67
Howe & Rusling
New York
$5.99M +$1.58M +38,451 +36%
SWA
68
Stratos Wealth Advisors
Ohio
$5.67M +$1.69M +41,070 +42%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$5.57M +$599K +14,573 +12%
Mackenzie Financial
70
Mackenzie Financial
Ontario, Canada
$5.3M +$77.1K +1,875 +1%
TDWM
71
Topel & Distasi Wealth Management
California
$5.28M +$5.27M +128,057 New
SFA
72
Semmax Financial Advisors
North Carolina
$5.24M +$1.07M +25,961 +26%
AT
73
American Trust
Kentucky
$4.97M +$4.96M +120,648 New
CWM
74
Chesapeake Wealth Management
Virginia
$4.94M +$207K +5,041 +4%
MGIA
75
Moneta Group Investment Advisors
Missouri
$4.73M +$187K +4,545 +4%

USHY Hedge Fund Activity: Q4 2021 in Review

359 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2021, worth a combined $6.23B — up 9.6% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new USHY positions and 35 closed out — a net gain of 43 holders — while 162 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $27.1M.

  • 359 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2021, up from 323 in Q3 2021.
  • Funds reported $6.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2021, up 9.6% quarter-over-quarter.
  • 78 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2021 and 35 closed out, a net change of +43 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $205M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2021.