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iShares Broad USD High Yield Corporate Bond ETF

350 hedge funds and large institutions have $5.13B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 101

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 359350 (-9)

9.38% less ownership

Funds ownership: 74.87%65.49% (-9.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

18% less capital invested

Capital invested by funds: $6.23B → $5.13B (-$1.11B)

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
68
Increased
128
Reduced
101
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
51
Horizon Financial Services
North Carolina
$10M +$525K +13,290 +5%
1CP
52
1607 Capital Partners
Virginia
$9.93M +$2.19M +55,500 +28%
EH
53
Equitable Holdings
New York
$9.09M -$1.02M -25,830 -10%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$9.08M +$3.28M +82,973 +55%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$9.03M +$3.84M +97,174 +72%
Betterment LLC
56
Betterment LLC
New York
$8.23M -$1.19M -30,084 -12%
HR
57
Howe & Rusling
New York
$8.1M +$2.49M +63,011 +43%
AT
58
American Trust
Kentucky
$8.05M +$3.42M +86,503 +72%
NYLIM
59
New York Life Investment Management
New York
$7.79M +$735K +18,606 +10%
TC
60
Toews Corporation
New Jersey
$7.57M -$692K -17,500 -8%
CCMG
61
Clark Capital Management Group
Pennsylvania
$7.16M -$43.4M -1,098,412 -86%
CW
62
CreativeOne Wealth
Kansas
$6.79M +$259K +6,556 +4%
UBS AM
63
UBS AM
Illinois
$6.7M
EFS
64
Econ Financial Services
Pennsylvania
$6.62M +$5.76M +145,807 +593%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$6.59M -$123K -3,104 -2%
RJT
66
Raymond James Trust
Florida
$6M -$359K -9,079 -6%
WA
67
WestEnd Advisors
North Carolina
$5.95M -$6.05K -153 Closed
Prudential Financial
68
Prudential Financial
New Jersey
$5.91M -$1.79M -45,394 -23%
Mackenzie Financial
69
Mackenzie Financial
Ontario, Canada
$5.75M +$760K +19,236 +15%
Goldman Sachs
70
Goldman Sachs
New York
$5.62M -$15.9M -402,787 -74%
AWE
71
Avidian Wealth Enterprises
Texas
$5.56M -$120K -3,029 -2%
TDWM
72
Topel & Distasi Wealth Management
California
$5.33M +$356K +9,018 +7%
5L
73
55I LLC
Massachusetts
$5.08M +$4.95M +125,233 +2,286%
LMIM
74
Lockheed Martin Investment Management
Maryland
$5.05M +$3.95M +100,000 +333%
MGIA
75
Moneta Group Investment Advisors
Missouri
$4.89M +$429K +10,854 +9%

USHY Hedge Fund Activity: Q1 2022 in Review

350 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2022, worth a combined $5.13B — down 18% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of USHY and 68 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 128 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $81.1M. The largest seller was LPL Financial, cutting an estimated $436M.

  • 350 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $5.13B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 68 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $81.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $436M sold.

Based on aggregated 13F filings for Q1 2022.