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iShares Broad USD High Yield Corporate Bond ETF

500 hedge funds and large institutions have $17.1B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

64% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 136

59% more capital invested

Capital invested by funds: $10.7B → $17.1B (+$6.35B)

7.61% more ownership

Funds ownership: 80.92%88.53% (+7.6%)

6% more funds holding

Funds holding: 470500 (+30)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

Holders
500
Holders Change
+30
Holders Change %
+6.38%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
83
Increased
223
Reduced
136
Closed
49
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$43.2M -$1.04M -28,153 -2%
Prudential Financial
52
Prudential Financial
New Jersey
$38.4M +$17.8M +480,710 +89%
US Bancorp
53
US Bancorp
Minnesota
$37.6M -$963K -26,058 -3%
PCIA
54
Prime Capital Investment Advisors
Kansas
$36.9M +$1.39M +37,728 +4%
AWM
55
Axxcess Wealth Management
California
$34.1M +$900K +24,361 +3%
CAAS
56
Capital Asset Advisory Services
Michigan
$33.7M +$739K +20,013 +2%
DMC
57
DSC Meridian Capital
New York
$29.8M +$139K +3,752 +0.5%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$27.2M -$2.07M -56,143 -7%
NIM
59
NEOS Investment Management
Connecticut
$26.6M +$26.2M +710,000 New
PWMG
60
Prestige Wealth Management Group
New Jersey
$26.3M -$151K -4,089 -0.6%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$26M +$3.15M +85,350 +14%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$25.1M +$11.4M +307,322 +86%
Stifel Financial
63
Stifel Financial
Missouri
$23.8M +$1.34M +36,141 +6%
SCVTA
64
Santa Clara Valley Transportation Authority
California
$23.1M +$22.7M +614,225 New
TF
65
Trek Financial
Arizona
$21.9M +$5.41M +146,496 +34%
Deutsche Bank
66
Deutsche Bank
Germany
$20.2M +$6.81M +184,402 +52%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$19.5M +$1.23M +33,337 +7%
BAAM
68
Baker Avenue Asset Management
California
$19.4M +$560K +15,169 +3%
PFM
69
Phillips Financial Management
Indiana
$17.8M +$217K +5,860 +1%
HF
70
HRT Financial
New York
$17M +$4.08M +110,558 +32%
Loomis, Sayles & Company
71
Loomis, Sayles & Company
Massachusetts
$16.7M +$2.49M +67,321 +18%
EH
72
Equitable Holdings
New York
$16.5M +$669K +18,115 +4%
Citigroup
73
Citigroup
New York
$15.7M +$600K +16,252 +4%
CA
74
Clearstead Advisors
Ohio
$14.4M +$13.6M +369,196 +3,010%
AllianceBernstein
75
AllianceBernstein
Tennessee
$14.1M +$4.78M +129,478 +53%

USHY Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2024, worth a combined $17.1B — up 59% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new USHY positions and 49 closed out — a net gain of 34 holders — while 223 added to existing stakes and 136 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.3B. The largest seller was TIAA Trust, National Association, cutting an estimated $476M.

  • 500 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2024, up from 470 in Q2 2024.
  • Funds reported $17.1B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2024, up 59% quarter-over-quarter.
  • 83 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2024 and 49 closed out, a net change of +34 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.3B added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $476M sold.

Based on aggregated 13F filings for Q3 2024.