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iShares Broad USD High Yield Corporate Bond ETF
USHY

200 hedge funds and large institutions have $4.03B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 21

164% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 33

24% more funds holding

Funds holding: 161 → 200 (+39)

22% more capital invested

Capital invested by funds: $3.3B → $4.03B (+$727M)

7.37% more ownership

Funds ownership: 62.29% → 69.66% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
200
Holders Change
+39
Holders Change %
+24.22%
% of All Funds
4.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
61
Increased
87
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
+$280M
2
BlackRock
BlackRock
New York
+$113M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$83.1M
4
Bank of America
Bank of America
North Carolina
+$54M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$51.3M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$56M
2
Jane Street
Jane Street
New York
-$52.3M
3
Prudential Financial
Prudential Financial
New Jersey
-$47.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$44.7M
5
Citigroup
Citigroup
New York
-$30.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
5L
76
55I LLC
Massachusetts
$972K +$505K +12,782 +108%
VCM
77
Virtue Capital Management
Tennessee
$918K +$918K +23,257 New
3AM
78
3EDGE Asset Management
Florida
$913K +$174K +4,410 +24%
QCM
79
Quest Capital Management
Texas
$910K +$85.7K +2,169 +10%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$880K +$881K +22,298 New
HA
81
HYA Advisors
Missouri
$866K +$160K +4,060 +23%
CST
82
Charles Schwab Trust
Nevada
$852K -$70.4K -1,783 -8%
OPS
83
Orion Portfolio Solutions
Nebraska
$819K +$818K +20,701 +49,288%
NFG
84
Next Financial Group
Texas
$805K +$806K +20,404 New
PTC
85
Private Trust Company
Ohio
$797K +$175K +4,441 +28%
KPWS
86
Kestra Private Wealth Services
Texas
$775K +$776K +19,648 New
CC
87
Copperleaf Capital
North Carolina
$766K +$369K +9,352 +93%
C1AG
88
Client 1st Advisory Group
Florida
$737K +$237K +6,000 +49%
Comerica Bank
89
Comerica Bank
Texas
$710K +$306K +7,751 +77%
CAS
90
Cascadia Advisory Services
Oregon
$702K +$702K +17,784 New
EH
91
Equitable Holdings
New York
$691K +$52.6K +1,333 +8%
IWM
92
IHT Wealth Management
Illinois
$614K +$32.3K +817 +6%
RWM
93
RBA Wealth Management
California
$604K -$8.73K -221 -1%
APA
94
American Portfolios Advisors
New York
$579K +$316K +7,990 +119%
KAS
95
Kestra Advisory Services
Texas
$568K +$567K +14,361 New
CFG
96
Cooper Financial Group
California
$565K +$80.7K +2,044 +17%
SPIA
97
Steward Partners Investment Advisory
New York
$562K +$1.34K +34 +0.2%
CIA
98
Choate Investment Advisors
Massachusetts
$524K +$38.6K +978 +8%
FAIM
99
Financial Advocates Investment Management
Washington
$518K +$36.5K +923 +8%
TFA
100
Teamwork Financial Advisors
Texas
$517K +$248K +6,268 +92%
2 3
4
5 6

USHY Hedge Fund Activity: Q3 2020 in Review

200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2020, worth a combined $4.03B — up 22% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new USHY positions and 21 closed out — a net gain of 40 holders — while 87 added to existing stakes and 33 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $56M.

  • 200 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2020, up from 161 in Q2 2020.
  • Funds reported $4.03B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 61 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2020 and 21 closed out, a net change of +40 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2020 was TD Ameritrade Investment Management, an estimated $280M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2020 was UBS Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2020.