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iShares Broad USD High Yield Corporate Bond ETF

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53%85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$35.9M -$851K -22,869 -2%
CAAS
52
Capital Asset Advisory Services
Michigan
$33.8M +$327K +8,799 +1%
AWM
53
Axxcess Wealth Management
California
$33.6M +$336K +9,027 +1%
Prudential Financial
54
Prudential Financial
New Jersey
$33.6M -$3.95M -106,093 -10%
Deutsche Bank
55
Deutsche Bank
Germany
$33.4M +$13.8M +371,563 +69%
PFM
56
Potomac Fund Management
Florida
$32.1M +$32.4M +871,863 New
PCIG
57
Partners Capital Investment Group
Massachusetts
$31.3M -$32.2M -865,189 -50%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$28.1M +$1.6M +42,923 +6%
NIM
59
NEOS Investment Management
Connecticut
$27.8M +$1.7M +45,689 +6%
SLI
60
Sumitomo Life Insurance
Japan
$26.7M +$24.6M +660,300 +1,027%
PWMG
61
Prestige Wealth Management Group
New Jersey
$26.7M +$1.01M +27,043 +4%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$24.7M +$18M +484,788 +260%
Stifel Financial
63
Stifel Financial
Missouri
$24.5M +$1.19M +31,933 +5%
SCVTA
64
Santa Clara Valley Transportation Authority
California
$22.6M
DMC
65
DSC Meridian Capital
New York
$21.2M -$7.95M -213,800 -27%
P
66
&Partners
Tennessee
$21M +$13.7M +369,609 +185%
TF
67
Trek Financial
Arizona
$19.9M -$1.55M -41,783 -7%
BAAM
68
Baker Avenue Asset Management
California
$19.9M +$891K +23,966 +5%
Loomis, Sayles & Company
69
Loomis, Sayles & Company
Massachusetts
$19.8M +$3.52M +94,712 +21%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$18.7M -$386K -10,372 -2%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$18.3M +$7.61M +204,658 +70%
CA
72
Clearstead Advisors
Ohio
$18.1M +$4.11M +110,419 +29%
PFM
73
Phillips Financial Management
Indiana
$18M +$627K +16,869 +4%
Nomura Asset Management
74
Nomura Asset Management
Japan
$17M +$17.2M +462,300 New
Citigroup
75
Citigroup
New York
$16.2M +$817K +21,966 +5%

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.