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iShares Broad USD High Yield Corporate Bond ETF

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more funds holding

Funds holding: 453470 (+17)

0.51% more ownership

Funds ownership: 80.4%80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Mutual Advisors
Nebraska
$7.13M +$7.01M +193,905 New
EPM
102
Elm Partners Management
Pennsylvania
$7.12M +$7.1M +196,378 New
QS
103
Quantitative Strategies
California
$7.12M +$349K +9,639 +5%
NFG
104
Northeast Financial Group
Pennsylvania
$7.01M +$460K +12,723 +7%
HR
105
Howe & Rusling
New York
$6.9M -$187K -5,168 -3%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$6.84M -$22.2K -615 -0.3%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$6.76M +$229K +6,341 +4%
RWP
108
RWA Wealth Partners
Massachusetts
$6.72M -$186K -5,140 -3%
TDWM
109
Topel & Distasi Wealth Management
California
$6.69M +$71.7K +1,984 +1%
AT
110
American Trust
Kentucky
$6.61M +$3.37M +93,295 +105%
Mackenzie Financial
111
Mackenzie Financial
Ontario, Canada
$6.53M -$65.1K -1,800 -1%
RJT
112
Raymond James Trust
Florida
$6.49M +$410K +11,339 +7%
SW
113
Simplicity Wealth
New Jersey
$6.44M +$3.74M +103,309 +139%
AA
114
Advisory Alpha
Michigan
$6.34M -$469K -12,982 -7%
SLWA
115
San Luis Wealth Advisors
California
$6.27M +$6.25M +172,942 New
MCM
116
Monument Capital Management
Virginia
$6.21M -$3.2M -88,629 -34%
RA
117
Riversedge Advisors
Delaware
$6.02M +$305K +8,444 +5%
IG
118
ING Group
Netherlands
$6M +$5.98M +165,400 New
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$5.91M +$5.1M +141,069 +647%
FTS
120
Fifth Third Securities
Ohio
$5.55M +$2.72M +75,137 +97%
DF
121
Donoghue Forlines
Massachusetts
$5.46M -$391K -10,814 -7%
Betterment LLC
122
Betterment LLC
New York
$5.33M +$2.26M +62,487 +74%
GBT
123
Grove Bank & Trust
Florida
$5.22M +$1.15M +31,915 +29%
SPC
124
Sigma Planning Corp
Michigan
$5.12M +$256K +7,079 +5%
CM
125
Cornerstone Management
Georgia
$5.02M +$566K +15,649 +13%

USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.