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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$6.21M +$360K +10,235 +6%
DK
77
David Kennon
Florida
$6.02M +$5.96M +169,417 New
FAM
78
Forte Asset Management
New York
$6.01M +$1.49M +42,454 +34%
NYLIM
79
New York Life Investment Management
New York
$5.95M +$385K +10,934 +7%
WCM
80
Wavelength Capital Management
Connecticut
$5.43M -$334K -9,500 -6%
NA
81
NewEdge Advisors
Louisiana
$5.35M +$1.81M +51,474 +52%
TDWM
82
Topel & Distasi Wealth Management
California
$5.32M +$314K +8,932 +6%
VT
83
Vise Technologies
New York
$5.2M +$734K +20,875 +17%
AFGAS
84
Allegiance Financial Group Advisory Services
Virginia
$5.14M +$1.9M +54,014 +60%
FFS
85
Founders Financial Securities
Maryland
$5.14M +$981K +27,908 +24%
HI
86
Horizon Investments
North Carolina
$5.07M +$979K +27,849 +24%
RJT
87
Raymond James Trust
Florida
$5.03M +$548K +15,571 +12%
Jane Street
88
Jane Street
New York
$5.01M -$49.4M -1,405,902 -91%
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$5.01M -$66.6K -1,894 -1%
MGIA
90
Moneta Group Investment Advisors
Missouri
$4.98M +$172K +4,901 +4%
AA
91
ALPS Advisors
Colorado
$4.63M -$4.41M -125,400 -49%
CW
92
CreativeOne Wealth
Kansas
$4.53M +$642K +18,254 +17%
AT
93
American Trust
Kentucky
$4.49M -$1.57M -44,627 -19%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$4.38M +$4.34M +123,335 New
T
95
TCWP
Ohio
$4.19M +$1.44M +40,933 +53%
MCWS
96
McKinley Carter Wealth Services
West Virginia
$4.13M +$221K +6,293 +6%
AWE
97
Avidian Wealth Enterprises
Texas
$4.05M -$621K -17,660 -13%
CM
98
Cornerstone Management
Georgia
$4.03M +$837K +23,788 +27%
SPC
99
Sigma Planning Corp
Michigan
$4.02M +$3.68M +104,660 +1,264%
SAM
100
Securian Asset Management
Minnesota
$4M

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.