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iShares Broad USD High Yield Corporate Bond ETF

500 hedge funds and large institutions have $17.1B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

64% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 136

59% more capital invested

Capital invested by funds: $10.7B → $17.1B (+$6.35B)

7.61% more ownership

Funds ownership: 80.92%88.53% (+7.6%)

6% more funds holding

Funds holding: 470500 (+30)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

Holders
500
Holders Change
+30
Holders Change %
+6.38%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
83
Increased
223
Reduced
136
Closed
49
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$8.15M +$157K +4,262 +2%
TW
102
Trajan Wealth
Arizona
$8.03M +$430K +11,627 +6%
NFG
103
Northeast Financial Group
Pennsylvania
$7.77M +$489K +13,229 +7%
MBTD
104
Mechanics Bank - Trust Department
California
$7.72M -$320K -8,655 -4%
SLWA
105
San Luis Wealth Advisors
California
$7.72M +$1.19M +32,187 +19%
P
106
&Partners
Tennessee
$7.58M +$5.57M +150,681 +308%
QS
107
Quantitative Strategies
California
$7.56M +$166K +4,482 +2%
PS
108
Principal Securities
Iowa
$7.26M +$4.55M +123,126 +176%
HR
109
Howe & Rusling
New York
$7.12M -$34.7K -939 -0.5%
TDWM
110
Topel & Distasi Wealth Management
California
$7.09M +$148K +4,017 +2%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$7.05M +$6.92M +187,337 New
Mackenzie Financial
112
Mackenzie Financial
Ontario, Canada
$7.01M +$225K +6,077 +3%
RWP
113
RWA Wealth Partners
Massachusetts
$6.84M -$129K -3,480 -2%
RJT
114
Raymond James Trust
Florida
$6.83M +$98.9K +2,678 +1%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$6.77M -$236K -6,378 -3%
FFS
116
Founders Financial Securities
Maryland
$6.7M -$1.94M -52,436 -23%
RA
117
Riversedge Advisors
Delaware
$6.67M +$416K +11,257 +7%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$6.58M +$444K +12,008 +7%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$6.46M +$1.72M +46,581 +37%
Ameriprise
120
Ameriprise
Minnesota
$6.44M -$10.5M -283,328 -62%
FAM
121
Forte Asset Management
New York
$6.38M -$1.21M -32,834 -16%
TWM
122
Tolleson Wealth Management
Texas
$6.35M -$1.36M -36,908 -18%
MCM
123
Monument Capital Management
Virginia
$6.32M -$129K -3,483 -2%
ACP
124
Aveo Capital Partners
Colorado
$6.2M -$18.4M -497,500 -75%
HI
125
Horizon Investments
North Carolina
$6.2M -$1.95M -52,823 -24%

USHY Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2024, worth a combined $17.1B — up 59% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new USHY positions and 49 closed out — a net gain of 34 holders — while 223 added to existing stakes and 136 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.3B. The largest seller was TIAA Trust, National Association, cutting an estimated $476M.

  • 500 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2024, up from 470 in Q2 2024.
  • Funds reported $17.1B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2024, up 59% quarter-over-quarter.
  • 83 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2024 and 49 closed out, a net change of +34 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.3B added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $476M sold.

Based on aggregated 13F filings for Q3 2024.