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iShares Broad USD High Yield Corporate Bond ETF

350 hedge funds and large institutions have $5.13B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 101

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 359350 (-9)

9.38% less ownership

Funds ownership: 74.87%65.49% (-9.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

18% less capital invested

Capital invested by funds: $6.23B → $5.13B (-$1.11B)

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
68
Increased
128
Reduced
101
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
Simplicity Wealth
New Jersey
$4.68M -$1.65M -41,821 -26%
CWM
77
Chesapeake Wealth Management
Virginia
$4.64M -$20K -505 -0.4%
CM
78
Cornerstone Management
Georgia
$4.51M +$395K +9,987 +9%
HI
79
Horizon Investments
North Carolina
$4.48M +$1.48M +37,335 +47%
FFS
80
Founders Financial Securities
Maryland
$4.41M +$1.36M +34,391 +44%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$4.29M +$49.9K +1,262 +1%
SAM
82
Securian Asset Management
Minnesota
$4.14M
MCWS
83
McKinley Carter Wealth Services
West Virginia
$3.92M +$464K +11,732 +13%
ACP
84
Aveo Capital Partners
Colorado
$3.85M +$3.64M +92,024 +1,302%
WPC
85
Wedmont Private Capital
Pennsylvania
$3.79M +$597K +15,119 +18%
FTUS
86
Flow Traders U.S.
New York
$3.49M +$2.88M +72,974 +433%
BAM
87
BTS Asset Management
Massachusetts
$3.2M +$3.26M +82,427 New
GCA
88
Genesee Capital Advisors
New York
$3.16M -$15.8K -400 -0.5%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$3.15M -$1.33M -33,776 -29%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$3.14M +$3.1M +78,441 +3,231%
UCFA
91
United Capital Financial Advisors
Texas
$3.05M -$456K -11,538 -13%
VT
92
Vise Technologies
New York
$2.92M +$2.97M +75,077 New
CI
93
Cavalier Investments
Georgia
$2.92M +$2.96M +75,000 New
WP
94
WealthSource Partners
California
$2.9M +$968K +24,503 +49%
SWP
95
Stratos Wealth Partners
Ohio
$2.77M +$365K +9,231 +15%
Cerity Partners
96
Cerity Partners
New York
$2.76M +$2.81M +71,045 New
T
97
TCWP
Ohio
$2.71M +$2.75M +69,667 New
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$2.71M -$445K -11,263 -14%
ACM
99
AlphaStar Capital Management
North Carolina
$2.7M +$2.75M +69,585 New
BWFA
100
Baltimore-Washington Financial Advisors
Maryland
$2.68M -$548K -13,871 -18%

USHY Hedge Fund Activity: Q1 2022 in Review

350 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2022, worth a combined $5.13B — down 18% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of USHY and 68 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 128 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $81.1M. The largest seller was LPL Financial, cutting an estimated $436M.

  • 350 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $5.13B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 68 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $81.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $436M sold.

Based on aggregated 13F filings for Q1 2022.