We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF
USHY

349 hedge funds and large institutions have $5.25B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 126 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.04% more ownership

Funds ownership: 65.49% → 76.53% (+11%)

7% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 118

4% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 48

2% more capital invested

Capital invested by funds: $5.13B → $5.25B (+$123M)

0% less funds holding

Funds holding: 350 → 349 (-1)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $966K

Holders
349
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.88%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.29%
New
50
Increased
126
Reduced
118
Closed
48
Calls
$1K
Puts
$966K
Net Calls
-$965K
Net Calls Change
-$965K

Top Buyers

1
Jane Street
Jane Street
New York
+$431M
2
APF
Alaska Permanent Fund
Alaska
+$222M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$64.5M
4
SWM
SigFig Wealth Management
California
+$60.7M
5
Wells Fargo
Wells Fargo
California
+$53.8M

Top Sellers

1
AC
Allstate Corporation
Illinois
-$83M
2
BlackRock
BlackRock
New York
-$43.3M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$27.3M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$27.2M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
76
Mackenzie Financial
Ontario, Canada
$4.64M -$506K -13,792 -9%
MGIA
77
Moneta Group Investment Advisors
Missouri
$4.55M +$204K +5,555 +4%
LMIM
78
Lockheed Martin Investment Management
Maryland
$4.5M – – –
Cerity Partners
79
Cerity Partners
New York
$4.33M +$2M +54,490 +77%
WPC
80
Wedmont Private Capital
Pennsylvania
$4.27M +$951K +25,951 +27%
CWM
81
Chesapeake Wealth Management
Virginia
$4.09M -$50.2K -1,369 -1%
MCWS
82
McKinley Carter Wealth Services
West Virginia
$3.77M +$288K +7,853 +8%
VT
83
Vise Technologies
New York
$3.71M +$1.17M +31,981 +43%
SAM
84
Securian Asset Management
Minnesota
$3.69M – – –
FHA
85
Flagship Harbor Advisors
Massachusetts
$3.69M +$2.92M +79,624 +295%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$3.68M +$2.14M +58,450 +122%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$3.64M +$2.5M +68,257 +185%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$3.64M -$199K -5,423 -5%
CM
89
Cornerstone Management
Georgia
$3.46M -$593K -16,177 -14%
CW
90
CreativeOne Wealth
Kansas
$3.44M -$2.77M -75,506 -43%
BWM
91
BerganKDV Wealth Management
Minnesota
$3.27M +$1.74M +47,391 +101%
T
92
TCWP
Ohio
$2.81M +$420K +11,453 +16%
ACM
93
AlphaStar Capital Management
North Carolina
$2.7M +$304K +8,281 +12%
SWP
94
Stratos Wealth Partners
Ohio
$2.68M +$221K +6,027 +8%
1CP
95
1607 Capital Partners
Virginia
$2.59M -$6.62M -180,600 -71%
SW
96
Simplicity Wealth
New Jersey
$2.54M -$1.73M -47,289 -39%
FFS
97
Founders Financial Securities
Maryland
$2.53M -$1.48M -40,321 -36%
UCFA
98
United Capital Financial Advisors
Texas
$2.53M -$202K -5,499 -7%
BWFA
99
Baltimore-Washington Financial Advisors
Maryland
$2.52M +$274K +7,483 +11%
HI
100
Horizon Investments
North Carolina
$2.51M -$1.59M -43,255 -37%
2 3
4
5 6

USHY Hedge Fund Activity: Q2 2022 in Review

349 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2022, worth a combined $5.25B — up 2.4% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USHY positions and 48 closed out — a net gain of 2 holders — while 126 added to existing stakes and 118 trimmed.

The largest buyer was Jane Street, adding an estimated $431M. The largest seller was Allstate Corporation, cutting an estimated $83M.

  • 349 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2022, down from 350 in Q1 2022.
  • Funds reported $5.25B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2022, up 2.4% quarter-over-quarter.
  • 50 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2022 and 48 closed out, a net change of +2 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $431M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2022 was Allstate Corporation, an estimated $83M sold.

Based on aggregated 13F filings for Q2 2022.