We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more funds holding

Funds holding: 453470 (+17)

0.51% more ownership

Funds ownership: 80.4%80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
FDP
76
Financiere des Professionnels
Quebec, Canada
$11.5M -$734K -20,300 -6%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$11.3M -$78K -2,158 -0.7%
JEST
78
JTC Employer Solutions Trustee
Jersey
$11.3M
RIM
79
Rakuten Investment Management
Japan
$11.1M -$412K -11,400 -4%
AFGAS
80
Allegiance Financial Group Advisory Services
Virginia
$11M +$1.36M +37,666 +14%
SAS
81
Sage Advisory Services
Texas
$11M -$167K -4,624 -2%
AA
82
ALPS Advisors
Colorado
$9.83M +$264K +7,290 +3%
DRS
83
Deane Retirement Strategies
Louisiana
$9.41M +$14.4K +399 +0.2%
TC
84
TownSquare Capital
Utah
$9.07M +$3.7M +102,227 +69%
AllianceBernstein
85
AllianceBernstein
Tennessee
$8.88M +$6.08M +168,181 +220%
FA
86
FC Advisory
Pennsylvania
$8.82M +$8.93K +247 +0.1%
HWMA
87
Heritage Wealth Management (Arizona)
Arizona
$8.75M -$335K -9,266 -4%
HFO
88
Heritage Family Offices
Arizona
$8.75M +$8.72M +241,047 New
AWE
89
Avidian Wealth Enterprises
Texas
$8.69M +$578K +15,978 +7%
DWP
90
Destiny Wealth Partners
Florida
$8.57M -$894K -24,725 -9%
FFS
91
Founders Financial Securities
Maryland
$8.36M +$116K +3,198 +1%
HI
92
Horizon Investments
North Carolina
$7.87M +$156K +4,312 +2%
MBTD
93
Mechanics Bank - Trust Department
California
$7.76M -$229K -6,320 -3%
Creative Planning
94
Creative Planning
Kansas
$7.7M -$57.5K -1,591 -0.7%
NYLIM
95
New York Life Investment Management
New York
$7.7M +$350K +9,693 +5%
SPIA
96
Steward Partners Investment Advisory
New York
$7.65M +$599K +16,575 +9%
TWM
97
Tolleson Wealth Management
Texas
$7.46M -$27K -746 -0.4%
FAM
98
Forte Asset Management
New York
$7.33M +$269K +7,432 +4%
TW
99
Trajan Wealth
Arizona
$7.32M +$273K +7,545 +4%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$7.23M +$3.6M +99,554 +100%

USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.