We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

200 hedge funds and large institutions have $4.03B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 21

164% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 33

24% more funds holding

Funds holding: 161200 (+39)

22% more capital invested

Capital invested by funds: $3.3B → $4.03B (+$727M)

7.37% more ownership

Funds ownership: 62.29%69.66% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
200
Holders Change
+39
Holders Change %
+24.22%
% of All Funds
4.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
61
Increased
87
Reduced
33
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
126
Roble Belko & Company
Pennsylvania
$257K +$257K +6,503 New
MPM
127
Meritage Portfolio Management
Kansas
$256K +$256K +6,480 New
SPC
128
Sigma Planning Corp
Michigan
$250K -$9.2K -233 -4%
Deutsche Bank
129
Deutsche Bank
Germany
$238K
CIAS
130
Capital Investment Advisory Services
North Carolina
$235K +$22.2K +563 +10%
VFM
131
Vivid Financial Management
California
$227K +$18.8K +475 +9%
Stifel Financial
132
Stifel Financial
Missouri
$222K +$222K +5,620 New
LA
133
LexAurum Advisors
Kansas
$219K -$20.2K -512 -8%
WT
134
Whittier Trust
California
$207K
CCM
135
Crabel Capital Management
California
$205K +$205K +5,202 New
APC
136
Aspire Private Capital
North Carolina
$188K +$188K +4,757 New
CFD
137
Creative Financial Designs
Indiana
$186K +$173K +4,378 +1,311%
William Blair & Company
138
William Blair & Company
Illinois
$177K +$150K +3,802 +551%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$101K +$12.6K +319 +14%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$101K +$88.1K +2,230 +686%
AF
141
Advisornet Financial
Minnesota
$79K -$265K -6,706 -77%
CPW
142
Catalyst Private Wealth
California
$79K +$79.4K +2,011 New
CFGS
143
Concourse Financial Group Securities
Alabama
$78K +$63.8K +1,615 +444%
PWMG
144
Prestige Wealth Management Group
New Jersey
$68K +$27.4K +693 +66%
IRC
145
Investors Research Corp
Georgia
$67K +$5.05K +128 +8%
GWM
146
Geneos Wealth Management
Colorado
$64K -$143K -3,632 -69%
AIP
147
Ameritas Investment Partners
Nebraska
$62K +$62.4K +1,580 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$57K +$38.9K +985 +216%
WTC
149
WhitTier Trust Company
Nevada
$48K
JWM
150
Jeppson Wealth Management
California
$47K +$47.4K +1,200 New

USHY Hedge Fund Activity: Q3 2020 in Review

200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2020, worth a combined $4.03B — up 22% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new USHY positions and 21 closed out — a net gain of 40 holders — while 87 added to existing stakes and 33 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $56M.

  • 200 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2020, up from 161 in Q2 2020.
  • Funds reported $4.03B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 61 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2020 and 21 closed out, a net change of +40 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2020 was TD Ameritrade Investment Management, an estimated $280M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2020 was UBS Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2020.