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iShares Broad USD High Yield Corporate Bond ETF

286 hedge funds and large institutions have $4.84B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

13% more funds holding

Funds holding: 253286 (+33)

0.32% more ownership

Funds ownership: 65.88%66.2% (+0.32%)

1% less capital invested

Capital invested by funds: $4.9B → $4.84B (-$61.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $345K

Holders
286
Holders Change
+33
Holders Change %
+13.04%
% of All Funds
5.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
69
Increased
118
Reduced
71
Closed
36
Calls
Puts
$345K
Net Calls
-$345K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
101
Founders Financial Securities
Maryland
$2.05M -$2.09M -50,800 -50%
NGA
102
Naples Global Advisors
Florida
$2M +$173K +4,212 +9%
Betterment LLC
103
Betterment LLC
New York
$1.97M +$1.97M +47,756 New
SFA
104
Semmax Financial Advisors
North Carolina
$1.75M +$1.75M +42,597 New
APA
105
American Portfolios Advisors
New York
$1.71M +$13.1K +318 +0.8%
EI
106
Ellevest Inc
New York
$1.71M +$281K +6,834 +20%
BWAM
107
Boyd Watterson Asset Management
Ohio
$1.56M +$200K +4,870 +15%
VVP
108
Venture Visionary Partners
Ohio
$1.47M -$6.46K -157 -0.4%
3AM
109
3EDGE Asset Management
Florida
$1.46M +$109K +2,659 +8%
OFG
110
OTA Financial Group
New York
$1.43M -$674K -16,377 -32%
CW
111
CreativeOne Wealth
Kansas
$1.41M +$773K +18,771 +121%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$1.35M +$1.35M +32,677 New
CAG
113
Csenge Advisory Group
Florida
$1.33M +$89.6K +2,176 +7%
MNG
114
Manning & Napier Group
New York
$1.3M
GA
115
GoalVest Advisory
New York
$1.25M -$490K -11,905 -28%
C
116
Clearshares
New York
$1.21M +$1.21M +29,327 New
NYLIM
117
New York Life Investment Management
New York
$1.17M +$1.17M +28,332 New
HCA
118
Harbour Capital Advisors
Virginia
$1.16M +$67.1K +1,631 +6%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$1.14M -$284K -6,887 -20%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$1.13M -$125K -3,037 -10%
WA
121
Wilshire Advisors
California
$1.08M -$578K -14,049 -35%
SMM
122
Stadion Money Management
Georgia
$1.06M -$63.8K -1,550 -6%
VAS
123
Vestmark Advisory Solutions
Massachusetts
$1.05M -$79.9K -1,940 -7%
HA
124
HYA Advisors
Missouri
$1.05M +$152K +3,700 +17%
SPIA
125
Steward Partners Investment Advisory
New York
$1.04M +$214K +5,199 +26%

USHY Hedge Fund Activity: Q1 2021 in Review

286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2021, worth a combined $4.84B — down 1.3% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new USHY positions and 36 closed out — a net gain of 33 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $97.1M. The largest seller was BlackRock, cutting an estimated $200M.

  • 286 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2021, up from 253 in Q4 2020.
  • Funds reported $4.84B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 69 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2021 and 36 closed out, a net change of +33 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $97.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2021.