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iShares Broad USD High Yield Corporate Bond ETF

130 hedge funds and large institutions have $2.3B invested in iShares Broad USD High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

163% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 19

40% more funds holding

Funds holding: 93130 (+37)

6% more capital invested

Capital invested by funds: $2.18B → $2.3B (+$127M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4.4% less ownership

Funds ownership: 85.06%80.66% (-4.4%)

Holders
130
Holders Change
+37
Holders Change %
+39.78%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
54
Increased
50
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
101
Vigilant Capital Management
Maine
$18K +$17.8K +436 New
FWM
102
Focused Wealth Management
New York
$17K -$4.24K -104 -20%
SMFS
103
Squar Milner Financial Services
California
$16K +$16.7K +411 New
ASN
104
Advisory Services Network
Georgia
$14K
William Blair & Company
105
William Blair & Company
Illinois
$12K -$337K -8,273 -96%
JP Morgan Chase
106
JP Morgan Chase
New York
$10K +$10.4K +255 +8,500%
Bessemer Group
107
Bessemer Group
New Jersey
$7K +$7.33K +180 New
LFG
108
LifePlan Financial Group
Ohio
$6K
IRC
109
Investors Research Corp
Georgia
$6K +$1.96K +48 +48%
IA
110
IFP Advisors
Florida
$5K -$92.1K -2,262 -95%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$5K +$4.6K +113 New
CTC
112
Central Trust Company
Missouri
$5K +$4.64K +114 New
OPS
113
Orion Portfolio Solutions
Nebraska
$3K +$3.1K +76 New
RIA
114
Realta Investment Advisors
Delaware
$2K -$435K -10,693 -100%
BWM
115
Baystate Wealth Management
Massachusetts
$2K +$41 +1 +2%
CAC
116
Certified Advisory Corp
Florida
$2K +$2.04K +50 New
TPWA
117
TRUE Private Wealth Advisors
Oregon
$2K +$2.08K +51 New
AIS
118
Accurate Investment Solutions
Pennsylvania
$2K +$2.4K +59 New
PCA
119
Providence Capital Advisors
North Carolina
$1K
JCM
120
Jacobi Capital Management
Pennsylvania
$1K +$692 +17 New
CHA
121
Carmichael Hill & Associates
Maryland
$1K +$855 +21 New
RFM
122
Royal Fund Management
Florida
$1K +$1.67K +41 New
TI
123
tru Independence
Oregon
$1K +$1.67K +41 New
KFS
124
Kelly Financial Services
Massachusetts
$459 +$448 +11 New
AWA
125
Arkadios Wealth Advisors
Georgia
$250 +$244 +6 New

USHY Hedge Fund Activity: Q4 2019 in Review

130 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2019, worth a combined $2.3B — up 5.8% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new USHY positions and 15 closed out — a net gain of 39 holders — while 50 added to existing stakes and 19 trimmed.

The largest buyer was Prudential plc, adding an estimated $78.5M. The largest seller was Jane Street, exiting entirely with an estimated $69.8M sold.

  • 130 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2019, up from 93 in Q3 2019.
  • Funds reported $2.3B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2019, up 5.8% quarter-over-quarter.
  • 54 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2019 and 15 closed out, a net change of +39 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2019 was Prudential plc, an estimated $78.5M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2019 was Jane Street, an estimated $69.8M sold.

Based on aggregated 13F filings for Q4 2019.