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iShares Broad USD High Yield Corporate Bond ETF

350 hedge funds and large institutions have $5.13B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 101

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 359350 (-9)

9.38% less ownership

Funds ownership: 74.87%65.49% (-9.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

18% less capital invested

Capital invested by funds: $6.23B → $5.13B (-$1.11B)

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
68
Increased
128
Reduced
101
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
101
Copperleaf Capital
North Carolina
$2.68M -$57.1K -1,444 -2%
3AM
102
3EDGE Asset Management
Florida
$2.65M -$288K -7,294 -10%
Deutsche Bank
103
Deutsche Bank
Germany
$2.52M +$1.65M +41,821 +181%
SGI
104
Summit Global Investments
Utah
$2.48M +$68K +1,720 +3%
GC
105
Guggenheim Capital
Illinois
$2.45M +$470K +11,904 +23%
CST
106
Charles Schwab Trust
Nevada
$2.37M +$2.2M +55,742 +1,042%
AWS
107
Atria Wealth Solutions
New York
$2.35M +$2.39M +60,396 New
SFA
108
Semmax Financial Advisors
North Carolina
$2.33M -$2.66M -67,344 -53%
NGA
109
Naples Global Advisors
Florida
$2.32M +$133K +3,366 +6%
HHRDM
110
H&H Retirement Design & Management
Nevada
$2.29M +$283K +7,170 +13%
Northern Trust
111
Northern Trust
Illinois
$2.21M +$47.4M +1,198,499 +27%
EI
112
Ellevest Inc
New York
$2.06M +$61.8K +1,565 +3%
EVM
113
Eaton Vance Management
Massachusetts
$2.03M -$21.2M -537,111 -91%
MML Investors Services
114
MML Investors Services
Massachusetts
$2.02M -$2.18M -55,202 -51%
HA
115
HYA Advisors
Missouri
$1.9M +$271K +6,865 +16%
GA
116
GoalVest Advisory
New York
$1.89M +$1.92M +48,711 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$1.86M -$297K -7,504 -14%
BWM
118
BerganKDV Wealth Management
Minnesota
$1.83M -$2.23M -56,412 -54%
PCM
119
Pointe Capital Management
Michigan
$1.83M -$95.7K -2,422 -5%
CAN
120
Cetera Advisor Networks
California
$1.79M +$88.6K +2,243 +5%
ATPW
121
Ashton Thomas Private Wealth
Arizona
$1.69M -$1.58M -40,027 -48%
PAG
122
Private Advisor Group
New Jersey
$1.67M -$942K -23,826 -36%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$1.63M +$381K +9,630 +30%
Stifel Financial
124
Stifel Financial
Missouri
$1.59M -$797K -20,180 -33%
RWA
125
Redhawk Wealth Advisors
Minnesota
$1.57M +$1.6M +40,532 New

USHY Hedge Fund Activity: Q1 2022 in Review

350 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2022, worth a combined $5.13B — down 18% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of USHY and 68 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 128 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $81.1M. The largest seller was LPL Financial, cutting an estimated $436M.

  • 350 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $5.13B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 68 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $81.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $436M sold.

Based on aggregated 13F filings for Q1 2022.