USHY icon

iShares Broad USD High Yield Corporate Bond ETF
USHY

Overview Fund Activity

390 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, 147 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+10
Holders Change %
+2.63%
% of All Funds
6.24%
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
147
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M

Top Buyers

1
BlackRock
1
BlackRock
New York
$203M
2
OPAM
2
Ocean Park Asset Management
California
$74.4M
3
Wells Fargo
3
Wells Fargo
California
$1.04B
4
KOC
4
Koss-Olinger Consulting
Florida
$64.2M
5
TC
5
Toews Corporation
New Jersey
$59.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$374M
2
Millennium Management
2
Millennium Management
New York
$828K
3
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$115M
4
LPL Financial
4
LPL Financial
California
$94.4M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
51
Sage Advisory Services
Texas
$21.8M -$238K -6,694 -1%
Osaic Holdings
52
Osaic Holdings
Arizona
$21.8M -$1.36M -38,313 -6%
RIM
53
Rakuten Investment Management
Japan
$20.6M -$2.54M -72,400 -11%
Truist Financial
54
Truist Financial
North Carolina
$16.7M +$2.54M +71,321 +18%
EH
55
Equitable Holdings
New York
$13.7M +$3.75M +105,393 +38%
PFM
56
Phillips Financial Management
Indiana
$13.2M +$391K +11,004 +3%
PA
57
PPM America
Illinois
$12.3M +$284K +8,000 +2%
VWM
58
Venturi Wealth Management
Texas
$12.2M -$4.5M -126,617 -27%
NEAM
59
New England Asset Management
Connecticut
$12M +$1.96M +55,000 +20%
Cerity Partners
60
Cerity Partners
New York
$11.5M +$3.09M +86,926 +37%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$11.5M -$149K -4,190 -1%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$11.2M – – –
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$10.9M -$349K -9,806 -3%
Ameriprise
64
Ameriprise
Minnesota
$10.4M +$3.5M +98,407 +51%
MBTD
65
Mechanics Bank - Trust Department
California
$10.2M +$21.6K +607 +0.2%
CMF
66
Counterpoint Mutual Funds
California
$9.13M +$9.13M +256,807 New
TF
67
Trek Financial
Arizona
$8.94M -$1.68M -47,178 -16%
HR
68
Howe & Rusling
New York
$8.8M +$704K +19,801 +9%
FA
69
FC Advisory
Pennsylvania
$8.12M -$26.8K -753 -0.3%
HFS
70
Horizon Financial Services
North Carolina
$7.84M -$509K -14,318 -6%
TWM
71
Tolleson Wealth Management
Texas
$7.67M +$513K +14,424 +7%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$7.33M -$381K -10,850 -5%
DF
73
Donoghue Forlines
Massachusetts
$6.87M +$5.55M +155,987 +418%
Creative Planning
74
Creative Planning
Kansas
$6.67M +$64.7K +1,819 +1%
WPC
75
Wedmont Private Capital
Pennsylvania
$6.65M +$928K +26,382 +16%
1 2
3
4 5