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iShares Broad USD High Yield Corporate Bond ETF

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more funds holding

Funds holding: 453470 (+17)

0.51% more ownership

Funds ownership: 80.4%80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Axxcess Wealth Management
California
$31.9M +$258K +7,124 +0.8%
DMC
52
DSC Meridian Capital
New York
$28.5M +$28.4M +786,476 New
SOWBOCOPL
53
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$28.4M
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$28.2M -$1.14M -31,648 -4%
PWMG
55
Prestige Wealth Management Group
New Jersey
$25.5M -$773K -21,375 -3%
ACP
56
Aveo Capital Partners
Colorado
$24M -$3.22M -89,091 -12%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$22M -$14.6K -405 -0.1%
Stifel Financial
58
Stifel Financial
Missouri
$21.7M +$509K +14,082 +2%
Prudential Financial
59
Prudential Financial
New Jersey
$19.5M +$12.4M +342,991 +176%
BAAM
60
Baker Avenue Asset Management
California
$18.2M -$48.5K -1,341 -0.3%
WI
61
WBI Investments
New Jersey
$18.2M +$18.1M +500,961 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$17.6M +$1.68M +46,371 +11%
PFM
63
Phillips Financial Management
Indiana
$17M +$805K +22,271 +5%
Ameriprise
64
Ameriprise
Minnesota
$16.5M -$17.3M -477,216 -51%
TF
65
Trek Financial
Arizona
$15.8M -$1.81M -50,086 -10%
EH
66
Equitable Holdings
New York
$15.2M +$291K +8,050 +2%
Citigroup
67
Citigroup
New York
$14.6M -$1.31M -36,359 -8%
Principal Financial Group
68
Principal Financial Group
Iowa
$14.3M +$13.8M +380,400 +3,052%
Loomis, Sayles & Company
69
Loomis, Sayles & Company
Massachusetts
$13.7M +$1.57M +43,407 +13%
Fisher Asset Management
70
Fisher Asset Management
Washington
$13.2M -$5.12M -141,616 -28%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$13M -$185K -5,117 -1%
WPC
72
Wedmont Private Capital
Pennsylvania
$13M +$875K +24,209 +7%
Deutsche Bank
73
Deutsche Bank
Germany
$12.8M -$2.79M -77,081 -18%
HF
74
HRT Financial
New York
$12.4M +$9.05M +250,171 +272%
Truist Financial
75
Truist Financial
North Carolina
$11.9M +$156K +4,311 +1%

USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.