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iShares Broad USD High Yield Corporate Bond ETF

359 hedge funds and large institutions have $6.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 71

123% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 35

11% more funds holding

Funds holding: 323359 (+36)

10% more capital invested

Capital invested by funds: $5.69B → $6.23B (+$546M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3.31% more ownership

Funds ownership: 71.56%74.87% (+3.3%)

Holders
359
Holders Change
+36
Holders Change %
+11.15%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.31%
New
78
Increased
162
Reduced
71
Closed
35
Calls
$185K
Puts
Net Calls
+$185K
Net Calls Change
+$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$4.73M +$339K +8,232 +8%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$4.49M +$470K +11,422 +12%
IWC
78
Integrated Wealth Concepts
Massachusetts
$4.45M +$128K +3,102 +3%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$4.43M
MML Investors Services
80
MML Investors Services
Massachusetts
$4.42M +$398K +9,675 +10%
SAM
81
Securian Asset Management
Minnesota
$4.39M -$265K -6,450 -6%
CM
82
Cornerstone Management
Georgia
$4.37M -$278K -6,751 -6%
BWM
83
BerganKDV Wealth Management
Minnesota
$4.26M +$282K +6,851 +7%
UCFA
84
United Capital Financial Advisors
Texas
$3.71M +$367K +8,925 +11%
MCWS
85
McKinley Carter Wealth Services
West Virginia
$3.68M +$321K +7,795 +10%
ATPW
86
Ashton Thomas Private Wealth
Arizona
$3.44M +$54.2K +1,318 +2%
GCA
87
Genesee Capital Advisors
New York
$3.36M +$48.1K +1,170 +1%
WPC
88
Wedmont Private Capital
Pennsylvania
$3.36M +$3.39M +82,393 New
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$3.33M +$269K +6,540 +9%
BWFA
90
Baltimore-Washington Financial Advisors
Maryland
$3.26M +$27.6K +670 +0.9%
FFS
91
Founders Financial Securities
Maryland
$3.25M +$7.03K +171 +0.2%
HI
92
Horizon Investments
North Carolina
$3.24M +$10.1K +245 +0.3%
3AM
93
3EDGE Asset Management
Florida
$3.12M +$185K +4,498 +6%
KAS
94
Kestra Advisory Services
Texas
$3.05M +$313K +7,621 +11%
VAS
95
Vestmark Advisory Solutions
Massachusetts
$2.94M +$1.11M +26,988 +61%
CC
96
Copperleaf Capital
North Carolina
$2.9M +$497K +12,095 +21%
PAG
97
Private Advisor Group
New Jersey
$2.75M +$25.8K +628 +1%
SFS
98
Sowell Financial Services
Arkansas
$2.69M +$109K +2,654 +4%
PAS
99
Park Avenue Securities
New York
$2.64M +$1.31M +31,884 +99%
SWP
100
Stratos Wealth Partners
Ohio
$2.56M -$217K -5,274 -8%

USHY Hedge Fund Activity: Q4 2021 in Review

359 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2021, worth a combined $6.23B — up 9.6% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new USHY positions and 35 closed out — a net gain of 43 holders — while 162 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $27.1M.

  • 359 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2021, up from 323 in Q3 2021.
  • Funds reported $6.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2021, up 9.6% quarter-over-quarter.
  • 78 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2021 and 35 closed out, a net change of +43 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $205M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2021.