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iShares Broad USD High Yield Corporate Bond ETF

349 hedge funds and large institutions have $5.25B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 126 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.04% more ownership

Funds ownership: 65.49%76.53% (+11%)

7% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 118

4% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 48

2% more capital invested

Capital invested by funds: $5.13B → $5.25B (+$123M)

0% less funds holding

Funds holding: 350349 (-1)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $966K

Holders
349
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.88%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.29%
New
50
Increased
126
Reduced
118
Closed
48
Calls
$1K
Puts
$966K
Net Calls
-$965K
Net Calls Change
-$965K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
51
Hohimer Wealth Management
Washington
$10.4M -$13.5M -369,090 -55%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$10.2M +$2.22M +60,493 +26%
SAS
53
Sage Advisory Services
Texas
$10.1M +$10.7M +291,703 New
MBTD
54
Mechanics Bank - Trust Department
California
$10M +$125K +3,398 +1%
HWMA
55
Heritage Wealth Management (Arizona)
Arizona
$9.98M -$94.2K -2,570 -0.9%
NYLIM
56
New York Life Investment Management
New York
$9.59M +$2.81M +76,513 +38%
AA
57
ALPS Advisors
Colorado
$9.11M -$3.94M -107,587 -29%
HFS
58
Horizon Financial Services
North Carolina
$8.77M -$160K -4,357 -2%
HR
59
Howe & Rusling
New York
$8.77M +$1.65M +45,024 +22%
PPWM
60
PFG Private Wealth Management
Florida
$8.59M -$670K -18,272 -7%
EH
61
Equitable Holdings
New York
$8.35M +$271K +7,403 +3%
TWM
62
Tolleson Wealth Management
Texas
$7.56M +$8.01M +218,354 New
Betterment LLC
63
Betterment LLC
New York
$7.46M +$131K +3,566 +2%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$7.43M +$7.84M +213,815 +21,382%
AT
65
American Trust
Kentucky
$6.98M -$199K -5,424 -3%
Creative Planning
66
Creative Planning
Kansas
$6.42M -$8.3M -226,492 -55%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$5.84M -$26.3K -718 -0.4%
EFS
68
Econ Financial Services
Pennsylvania
$5.8M -$105K -2,856 -2%
Prudential Financial
69
Prudential Financial
New Jersey
$5.57M +$322K +8,771 +6%
RJT
70
Raymond James Trust
Florida
$5.55M +$218K +5,951 +4%
PS
71
Portfolio Solutions
Michigan
$5.23M +$4.16M +113,513 +302%
TDWM
72
Topel & Distasi Wealth Management
California
$4.91M +$178K +4,843 +4%
AWE
73
Avidian Wealth Enterprises
Texas
$4.85M -$112K -3,067 -2%
Goldman Sachs
74
Goldman Sachs
New York
$4.84M -$173K -4,714 -3%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$4.73M +$2.04M +55,701 +69%

USHY Hedge Fund Activity: Q2 2022 in Review

349 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2022, worth a combined $5.25B — up 2.4% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USHY positions and 48 closed out — a net gain of 2 holders — while 126 added to existing stakes and 118 trimmed.

The largest buyer was Jane Street, adding an estimated $431M. The largest seller was Allstate Corporation, cutting an estimated $83M.

  • 349 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2022, down from 350 in Q1 2022.
  • Funds reported $5.25B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2022, up 2.4% quarter-over-quarter.
  • 50 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2022 and 48 closed out, a net change of +2 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $431M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2022 was Allstate Corporation, an estimated $83M sold.

Based on aggregated 13F filings for Q2 2022.