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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Chesapeake Wealth Management
Virginia
$3.96M +$218K +6,189 +6%
PCA
102
Pallas Capital Advisors
Massachusetts
$3.81M +$159K +4,525 +4%
RA
103
Riversedge Advisors
Delaware
$3.61M +$2.85M +81,026 +393%
Prudential Financial
104
Prudential Financial
New Jersey
$3.54M -$1.32M -37,531 -27%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$3.46M +$110K +3,142 +3%
ACP
106
Aveo Capital Partners
Colorado
$3.43M +$2.89M +82,202 +576%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$3.35M -$115K -3,262 -3%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$3.27M +$377K +10,720 +13%
Betterment LLC
109
Betterment LLC
New York
$2.98M -$115K -3,276 -4%
HighTower Advisors
110
HighTower Advisors
Illinois
$2.93M +$1.78M +50,496 +158%
MML Investors Services
111
MML Investors Services
Massachusetts
$2.75M -$1.52M -43,153 -36%
MCM
112
Monument Capital Management
Virginia
$2.69M +$2.66M +75,704 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$2.68M +$146K +4,149 +6%
VAS
114
Vestmark Advisory Solutions
Massachusetts
$2.64M +$2.37M +67,390 +1,000%
HWM
115
Hohimer Wealth Management
Washington
$2.62M +$1.92M +54,461 +284%
GC
116
Guggenheim Capital
Illinois
$2.56M -$305K -8,675 -11%
GBT
117
Grove Bank & Trust
Florida
$2.55M +$500K +14,205 +25%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$2.45M -$550K -15,639 -19%
PA
119
Paragon Advisors
Texas
$2.4M +$2.38M +67,610 New
FA
120
FDx Advisors
Illinois
$2.33M
SP
121
SWS Partners
Ohio
$2.33M -$136K -3,864 -6%
EI
122
Ellevest Inc
New York
$2.32M +$35.8K +1,017 +2%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$2.31M -$13.7K -390 -0.6%
Loomis, Sayles & Company
124
Loomis, Sayles & Company
Massachusetts
$2.3M -$25.4M -722,980 -92%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$2.11M +$53.9K +1,533 +3%

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.