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iShares Broad USD High Yield Corporate Bond ETF
USHY

253 hedge funds and large institutions have $4.9B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 95 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 26

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

86% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 51

27% more funds holding

Funds holding: 200 → 253 (+53)

22% more capital invested

Capital invested by funds: $4.03B → $4.9B (+$870M)

3.78% less ownership

Funds ownership: 69.66% → 65.88% (-3.8%)

Holders
253
Holders Change
+53
Holders Change %
+26.5%
% of All Funds
4.48%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.19%
New
82
Increased
95
Reduced
51
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$343M
2
Charles Schwab
Charles Schwab
California
+$173M
3
AC
Allstate Corporation
Illinois
+$103M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$77.9M
5
WI
WBI Investments
New Jersey
+$65.9M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$488M
2
APF
Alaska Permanent Fund
Alaska
-$48.4M
3
M&T Bank
M&T Bank
New York
-$14.1M
4
MIM
Morningstar Investment Management
Illinois
-$10.6M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$9.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$2.29M +$2.24M +55,608 New
TC
77
Toews Corporation
New Jersey
$2.27M +$2.22M +55,000 New
FFG
78
Ford Financial Group
California
$2.26M +$214K +5,296 +11%
MML Investors Services
79
MML Investors Services
Massachusetts
$2.19M +$97.4K +2,414 +5%
OFG
80
OTA Financial Group
New York
$2.11M +$285K +7,067 +16%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$2.11M +$2.05M +50,897 +18,781%
CWM
82
Chesapeake Wealth Management
Virginia
$2.1M +$2.06M +50,954 New
5L
83
55I LLC
Massachusetts
$2.06M +$1.02M +25,189 +102%
AWE
84
Avidian Wealth Enterprises
Texas
$1.97M +$388K +9,628 +25%
SFS
85
Sowell Financial Services
Arkansas
$1.95M +$161 +4 +0%
AWM
86
AE Wealth Management
Kansas
$1.9M -$7.78K -193 -0.4%
NGA
87
Naples Global Advisors
Florida
$1.83M +$64.7K +1,605 +4%
HR
88
Howe & Rusling
New York
$1.8M +$1.44M +35,756 +447%
GA
89
GoalVest Advisory
New York
$1.74M +$1.7M +42,238 New
APA
90
American Portfolios Advisors
New York
$1.7M +$1.07M +26,540 +181%
WA
91
Wilshire Advisors
California
$1.66M -$2.02M -50,205 -55%
CI Investments Inc
92
CI Investments Inc
Ontario, Canada
$1.58M +$1.54M +38,300 New
SW
93
SteelPeak Wealth
California
$1.49M +$1.46M +36,169 New
VVP
94
Venture Visionary Partners
Ohio
$1.48M +$1.1M +27,232 +314%
EI
95
Ellevest Inc
New York
$1.43M +$1.4M +34,659 New
Millennium Management
96
Millennium Management
New York
$1.43M +$478K +11,861 +52%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$1.43M +$1.39M +34,531 New
BWAM
98
Boyd Watterson Asset Management
Ohio
$1.36M +$1.33M +33,030 New
3AM
99
3EDGE Asset Management
Florida
$1.35M +$384K +9,530 +41%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.3M +$59.3K +1,471 +5%
2 3
4
5 6

USHY Hedge Fund Activity: Q4 2020 in Review

253 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2020, worth a combined $4.9B — up 22% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new USHY positions and 26 closed out — a net gain of 56 holders — while 95 added to existing stakes and 51 trimmed.

The largest buyer was Wells Fargo, adding an estimated $343M. The largest seller was UBS Group, cutting an estimated $488M.

  • 253 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2020, up from 200 in Q3 2020.
  • Funds reported $4.9B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 82 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2020 and 26 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2020 was Wells Fargo, an estimated $343M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2020 was UBS Group, an estimated $488M sold.

Based on aggregated 13F filings for Q4 2020.