iShares Broad USD High Yield Corporate Bond ETF
USHY
93 hedge funds and large institutions have $2.18B invested in iShares Broad USD High Yield Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 10 closing their positions.
250% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 10
185% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 13
90% more capital invested
Capital invested by funds: $1.15B → $2.18B (+$1.03B)
37% more funds holding
Funds holding: 68 → 93 (+25)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
2.35% more ownership
Funds ownership: 82.71% → 85.06% (+2.4%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $896K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$371M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$230M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
+$89.4M |
| 4 |
Jane Street
New York
|
+$69.6M |
| 5 |
BlackRock
New York
|
+$68.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.96M |
| 2 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$2.37M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.1M |
| 4 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$723K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$178K |
USHY Hedge Fund Activity: Q3 2019 in Review
93 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2019, worth a combined $2.18B — up 90% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new USHY positions and 10 closed out — a net gain of 25 holders — while 37 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $371M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $3.96M.
- 93 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2019, up from 68 in Q2 2019.
- Funds reported $2.18B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2019, up 90% quarter-over-quarter.
- 35 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2019 and 10 closed out, a net change of +25 holders.
- The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2019 was LPL Financial, an estimated $371M added.
- The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $3.96M sold.
Based on aggregated 13F filings for Q3 2019.