We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

286 hedge funds and large institutions have $4.84B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

13% more funds holding

Funds holding: 253286 (+33)

0.32% more ownership

Funds ownership: 65.88%66.2% (+0.32%)

1% less capital invested

Capital invested by funds: $4.9B → $4.84B (-$61.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $345K

Holders
286
Holders Change
+33
Holders Change %
+13.04%
% of All Funds
5.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
69
Increased
118
Reduced
71
Closed
36
Calls
Puts
$345K
Net Calls
-$345K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$3.41M +$3.41M +82,784 New
ATPW
77
Ashton Thomas Private Wealth
Arizona
$3.27M -$407K -9,885 -11%
CWM
78
Chesapeake Wealth Management
Virginia
$3.22M +$1.12M +27,319 +54%
5L
79
55I LLC
Massachusetts
$3.2M +$1.14M +27,777 +56%
BWM
80
BerganKDV Wealth Management
Minnesota
$3.17M +$3.16M +76,827 New
SWA
81
Stratos Wealth Advisors
Ohio
$3.11M +$822K +19,970 +36%
CB
82
Community Bank
New York
$3M +$2.48M +60,180 +480%
MML Investors Services
83
MML Investors Services
Massachusetts
$2.98M +$798K +19,377 +37%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$2.88M -$66.6K -1,619 -2%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$2.88M -$4.37M -106,250 -60%
HR
86
Howe & Rusling
New York
$2.79M +$991K +24,081 +55%
CC
87
Copperleaf Capital
North Carolina
$2.7M -$1.17M -28,482 -30%
BWFA
88
Baltimore-Washington Financial Advisors
Maryland
$2.69M +$116K +2,830 +5%
SWP
89
Stratos Wealth Partners
Ohio
$2.65M +$119K +2,892 +5%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$2.55M +$2.54M +61,823 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$2.51M +$406K +9,871 +19%
KPWS
92
Kestra Private Wealth Services
Texas
$2.48M +$1.69M +40,940 +212%
SFS
93
Sowell Financial Services
Arkansas
$2.47M +$518K +12,585 +27%
AWM
94
AE Wealth Management
Kansas
$2.47M +$570K +13,839 +30%
SIA
95
SkyView Investment Advisors
New Jersey
$2.4M +$35K +851 +1%
FFG
96
Ford Financial Group
California
$2.34M +$82.6K +2,006 +4%
AI
97
Atria Investments
North Carolina
$2.17M -$295K -7,172 -12%
SGI
98
Summit Global Investments
Utah
$2.1M +$2.1M +51,068 New
KAS
99
Kestra Advisory Services
Texas
$2.06M +$1.23M +29,842 +148%
HI
100
Horizon Investments
North Carolina
$2.05M +$2.05M +49,858 New

USHY Hedge Fund Activity: Q1 2021 in Review

286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2021, worth a combined $4.84B — down 1.3% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new USHY positions and 36 closed out — a net gain of 33 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $97.1M. The largest seller was BlackRock, cutting an estimated $200M.

  • 286 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2021, up from 253 in Q4 2020.
  • Funds reported $4.84B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 69 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2021 and 36 closed out, a net change of +33 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $97.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2021.