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iShares Broad USD High Yield Corporate Bond ETF

200 hedge funds and large institutions have $4.03B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 21

164% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 33

24% more funds holding

Funds holding: 161200 (+39)

22% more capital invested

Capital invested by funds: $3.3B → $4.03B (+$727M)

7.37% more ownership

Funds ownership: 62.29%69.66% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
200
Holders Change
+39
Holders Change %
+24.22%
% of All Funds
4.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
61
Increased
87
Reduced
33
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
101
CreativeOne Wealth
Kansas
$511K +$29.3K +741 +6%
SCM
102
Southport Capital Management
Tennessee
$499K +$53.9K +1,366 +12%
BRWA
103
B. Riley Wealth Advisors
Florida
$479K +$478K +12,113 New
BUB
104
BBVA USA Bancshares
Texas
$454K
PAS
105
Park Avenue Securities
New York
$449K +$449K +11,368 New
PA
106
PFG Advisors
Arizona
$419K +$417K +10,571 New
CM
107
Columbus Macro
Pennsylvania
$417K -$70.9K -1,795 -15%
WAM
108
Wakefield Asset Management
Colorado
$389K +$30.7K +778 +9%
GP
109
Geneva Partners
Wisconsin
$386K +$1.58K +40 +0.4%
VC
110
Vicus Capital
Pennsylvania
$384K +$146K +3,692 +61%
FCA
111
FLC Capital Advisors
California
$383K +$380K +9,627 New
KBFS
112
Kohmann Bosshard Financial Services
Ohio
$380K -$56K -1,417 -13%
CF
113
Centaurus Financial
California
$377K +$64.4K +1,631 +21%
MFG
114
Menard Financial Group
Texas
$365K +$365K +9,240 New
MNG
115
Manning & Napier Group
New York
$356K
PAG
116
Pinnacle Advisory Group
Maryland
$352K +$19.3K +489 +6%
APW
117
Austin Private Wealth
Texas
$350K +$350K +8,858 New
VWA
118
V Wealth Advisors
Kansas
$344K +$11.7K +297 +4%
VVP
119
Venture Visionary Partners
Ohio
$341K +$342K +8,662 New
HGWM
120
Horst & Graben Wealth Management
Oregon
$315K +$315K +7,972 New
HR
121
Howe & Rusling
New York
$315K +$316K +7,993 New
PWM
122
Perigon Wealth Management
California
$299K -$13.7K -348 -4%
SMG
123
Smart Money Group
Texas
$296K +$296K +7,492 New
TCA
124
Transcend Capital Advisors
New Jersey
$288K +$288K +7,304 New
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$280K +$107K +2,712 +62%

USHY Hedge Fund Activity: Q3 2020 in Review

200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2020, worth a combined $4.03B — up 22% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new USHY positions and 21 closed out — a net gain of 40 holders — while 87 added to existing stakes and 33 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $56M.

  • 200 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2020, up from 161 in Q2 2020.
  • Funds reported $4.03B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 61 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2020 and 21 closed out, a net change of +40 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2020 was TD Ameritrade Investment Management, an estimated $280M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2020 was UBS Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2020.