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iShares Broad USD High Yield Corporate Bond ETF

286 hedge funds and large institutions have $4.84B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

13% more funds holding

Funds holding: 253286 (+33)

0.32% more ownership

Funds ownership: 65.88%66.2% (+0.32%)

1% less capital invested

Capital invested by funds: $4.9B → $4.84B (-$61.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $345K

Holders
286
Holders Change
+33
Holders Change %
+13.04%
% of All Funds
5.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
69
Increased
118
Reduced
71
Closed
36
Calls
Puts
$345K
Net Calls
-$345K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
126
Quest Capital Management
Texas
$945K +$3.54K +86 +0.4%
MW
127
Marcum Wealth
Ohio
$924K +$923K +22,431 New
GC
128
Gilbert & Cook
Iowa
$912K -$89.8K -2,182 -9%
VWA
129
V Wealth Advisors
Kansas
$902K -$5.64K -137 -0.6%
Comerica Bank
130
Comerica Bank
Texas
$891K +$52.8K +1,283 +6%
CF
131
Centaurus Financial
California
$886K +$392K +9,531 +80%
PTC
132
Private Trust Company
Ohio
$872K +$43.2K +1,050 +5%
Deutsche Bank
133
Deutsche Bank
Germany
$871K +$555K +13,481 +176%
FAIM
134
Financial Advocates Investment Management
Washington
$862K +$68K +1,651 +9%
CB
135
Commerce Bank
Missouri
$857K +$407K +9,886 +90%
AIC
136
Ameritas Investment Company
Nebraska
$856K +$580K +14,086 +211%
PAS
137
Park Avenue Securities
New York
$837K +$250K +6,081 +43%
EH
138
Equitable Holdings
New York
$833K +$13.7K +333 +2%
OPS
139
Orion Portfolio Solutions
Nebraska
$831K +$27.4K +666 +3%
Millennium Management
140
Millennium Management
New York
$823K -$602K -14,635 -42%
UCFA
141
United Capital Financial Advisors
Texas
$813K +$812K +19,735 New
TSS
142
Two Sigma Securities
New York
$753K +$505K +12,256 +204%
BFG
143
Beacon Financial Group
Texas
$750K
NFG
144
Next Financial Group
Texas
$742K -$41.7K -1,013 -5%
CFG
145
Cooper Financial Group
California
$732K +$48.3K +1,173 +7%
VC
146
Vicus Capital
Pennsylvania
$721K +$287K +6,972 +66%
C1AG
147
Client 1st Advisory Group
Florida
$701K -$31.4K -764 -4%
CST
148
Charles Schwab Trust
Nevada
$662K -$163K -3,965 -20%
FWP
149
Firethorn Wealth Partners
Georgia
$659K +$262K +6,376 +66%
RFG
150
Range Financial Group
Oregon
$640K +$639K +15,534 New

USHY Hedge Fund Activity: Q1 2021 in Review

286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2021, worth a combined $4.84B — down 1.3% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new USHY positions and 36 closed out — a net gain of 33 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $97.1M. The largest seller was BlackRock, cutting an estimated $200M.

  • 286 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2021, up from 253 in Q4 2020.
  • Funds reported $4.84B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 69 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2021 and 36 closed out, a net change of +33 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $97.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2021.