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iShares Broad USD High Yield Corporate Bond ETF
USHY

323 hedge funds and large institutions have $5.69B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 81

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

6.01% more ownership

Funds ownership: 65.55% → 71.56% (+6%)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

3% more funds holding

Funds holding: 315 → 323 (+8)

3% more capital invested

Capital invested by funds: $5.51B → $5.69B (+$182M)

Holders
323
Holders Change
+8
Holders Change %
+2.54%
% of All Funds
5.65%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
50
Increased
142
Reduced
81
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$158M
2
Northern Trust
Northern Trust
Illinois
+$97.5M
3
AC
Allstate Corporation
Illinois
+$85.8M
4
LPL Financial
LPL Financial
California
+$63.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.1M

Top Sellers

1
Citigroup
Citigroup
New York
-$110M
2
WI
WBI Investments
New Jersey
-$29.1M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$20.5M
4
CMF
Counterpoint Mutual Funds
California
-$17.8M
5
MIS
Morningstar Investment Services
Illinois
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$2.41M -$116K -2,800 -5%
WP
102
WealthSource Partners
California
$2.36M -$2.03M -48,748 -46%
VVP
103
Venture Visionary Partners
Ohio
$2.35M +$859K +20,678 +57%
NGA
104
Naples Global Advisors
Florida
$2.34M +$210K +5,059 +10%
SLWA
105
San Luis Wealth Advisors
California
$2.31M +$2.31M +55,618 New
Stifel Financial
106
Stifel Financial
Missouri
$2.26M +$990K +23,823 +78%
CB
107
Community Bank
New York
$2.08M -$1.29M -31,085 -38%
LMIM
108
Lockheed Martin Investment Management
Maryland
$2.08M +$2.08M +50,000 New
KPWS
109
Kestra Private Wealth Services
Texas
$2.06M -$492K -11,842 -19%
EI
110
Ellevest Inc
New York
$1.97M -$14.9K -358 -0.7%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$1.95M +$60.3K +1,451 +3%
AWM
112
AE Wealth Management
Kansas
$1.9M -$1.11M -26,650 -37%
VAS
113
Vestmark Advisory Solutions
Massachusetts
$1.84M +$1.05M +25,175 +131%
NFG
114
Next Financial Group
Texas
$1.83M +$1.09M +26,119 +144%
PCM
115
Pointe Capital Management
Michigan
$1.82M +$108K +2,605 +6%
CAN
116
Cetera Advisor Networks
California
$1.69M +$46K +1,107 +3%
AI
117
Atria Investments
North Carolina
$1.68M -$225K -5,420 -12%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$1.66M +$142K +3,421 +9%
EH
119
Equitable Holdings
New York
$1.65M +$469K +11,292 +40%
GC
120
Guggenheim Capital
Illinois
$1.64M +$903K +21,723 +122%
MNG
121
Manning & Napier Group
New York
$1.64M – – –
HA
122
HYA Advisors
Missouri
$1.56M +$177K +4,250 +13%
Northern Trust
123
Northern Trust
Illinois
$1.54M +$97.5M +2,346,053 +173%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$1.53M -$130K -3,138 -8%
HCA
125
Harbour Capital Advisors
Virginia
$1.5M +$90.7K +2,183 +6%
3 4
5
6 7

USHY Hedge Fund Activity: Q3 2021 in Review

323 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2021, worth a combined $5.69B — up 3.3% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USHY positions and 36 closed out — a net gain of 14 holders — while 142 added to existing stakes and 81 trimmed.

The largest buyer was Bank of America, adding an estimated $158M. The largest seller was Citigroup, cutting an estimated $110M.

  • 323 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $5.69B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 50 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2021 and 36 closed out, a net change of +14 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $158M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2021 was Citigroup, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2021.