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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
51
Sage Advisory Services
Texas
$21.8M -$235K -6,694 -1%
Osaic Holdings
52
Osaic Holdings
Arizona
$21.8M -$1.35M -38,313 -6%
RIM
53
Rakuten Investment Management
Japan
$20.6M -$2.55M -72,400 -11%
Truist Financial
54
Truist Financial
North Carolina
$16.7M +$2.51M +71,321 +18%
EH
55
Equitable Holdings
New York
$13.7M +$3.71M +105,393 +38%
PFM
56
Phillips Financial Management
Indiana
$13.2M +$387K +11,004 +3%
PA
57
PPM America
Illinois
$12.3M +$281K +8,000 +2%
VWM
58
Venturi Wealth Management
Texas
$12.2M -$4.45M -126,617 -27%
NEAM
59
New England Asset Management
Connecticut
$12M +$1.93M +55,000 +20%
Cerity Partners
60
Cerity Partners
New York
$11.5M +$3.06M +86,926 +37%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$11.5M -$147K -4,190 -1%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$11.2M
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$10.9M -$345K -9,806 -3%
Ameriprise
64
Ameriprise
Minnesota
$10.4M +$3.46M +98,407 +51%
MBTD
65
Mechanics Bank - Trust Department
California
$10.2M +$21.3K +607 +0.2%
CMF
66
Counterpoint Mutual Funds
California
$9.13M +$9.03M +256,807 New
TF
67
Trek Financial
Arizona
$8.94M -$1.66M -47,178 -16%
HR
68
Howe & Rusling
New York
$8.8M +$696K +19,801 +9%
FA
69
FC Advisory
Pennsylvania
$8.12M -$26.5K -753 -0.3%
HFS
70
Horizon Financial Services
North Carolina
$7.84M -$504K -14,318 -6%
TWM
71
Tolleson Wealth Management
Texas
$7.67M +$507K +14,424 +7%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$7.33M -$382K -10,850 -5%
DF
73
Donoghue Forlines
Massachusetts
$6.87M +$5.49M +155,987 +418%
Creative Planning
74
Creative Planning
Kansas
$6.67M +$64K +1,819 +1%
WPC
75
Wedmont Private Capital
Pennsylvania
$6.65M +$928K +26,382 +16%

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.