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iShares Broad USD High Yield Corporate Bond ETF

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53%85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
101
Avidian Wealth Enterprises
Texas
$9.62M +$469K +12,614 +5%
HFO
102
Heritage Family Offices
Arizona
$9.45M +$520K +13,981 +6%
Fisher Asset Management
103
Fisher Asset Management
Washington
$9.18M -$1.28M -34,319 -12%
OIA
104
OneDigital Investment Advisors
Kansas
$8.87M +$2.87M +77,066 +47%
BAM
105
BTS Asset Management
Massachusetts
$8.83M -$564K -15,158 -6%
DWP
106
Destiny Wealth Partners
Florida
$8.74M +$157K +4,220 +2%
NYLIM
107
New York Life Investment Management
New York
$8.7M +$595K +16,006 +7%
TW
108
Trajan Wealth
Arizona
$8.67M +$834K +22,413 +11%
SPIA
109
Steward Partners Investment Advisory
New York
$8.38M +$308K +8,291 +4%
Creative Planning
110
Creative Planning
Kansas
$8.28M +$314K +8,454 +4%
AT
111
American Trust
Kentucky
$8.25M -$813K -21,851 -9%
SWP
112
Sagespring Wealth Partners
Tennessee
$8.23M +$8.32M +223,704 New
MIS
113
Morningstar Investment Services
Illinois
$8.05M -$38.8M -1,042,036 -83%
SLWA
114
San Luis Wealth Advisors
California
$7.99M +$451K +12,121 +6%
NFG
115
Northeast Financial Group
Pennsylvania
$7.96M +$371K +9,984 +5%
SAS
116
Sage Advisory Services
Texas
$7.95M -$3.2M -86,130 -29%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$7.94M +$1.33M +35,843 +20%
Renaissance Technologies
118
Renaissance Technologies
New York
$7.8M +$7.88M +211,943 New
GBT
119
Grove Bank & Trust
Florida
$7.79M +$1.93M +51,851 +32%
Marshall Wace
120
Marshall Wace
United Kingdom
$7.73M +$7.81M +210,000 New
MBTD
121
Mechanics Bank - Trust Department
California
$7.64M +$98.3K +2,644 +1%
QS
122
Quantitative Strategies
California
$7.46M +$77.8K +2,093 +1%
PMWMG
123
Parr McKnight Wealth Management Group
Minnesota
$7.22M +$7.3M +196,200 New
RA
124
Riversedge Advisors
Delaware
$7.12M +$602K +16,176 +9%
FTS
125
Fifth Third Securities
Ohio
$7.08M +$1.23M +32,941 +21%

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.