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iShares Broad USD High Yield Corporate Bond ETF
USHY

315 hedge funds and large institutions have $5.51B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 60

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

14% more capital invested

Capital invested by funds: $4.84B → $5.51B (+$670M)

10% more funds holding

Funds holding: 286 → 315 (+29)

0.65% less ownership

Funds ownership: 66.2% → 65.55% (-0.65%)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.48%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
62
Increased
155
Reduced
60
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$318M
2
Citigroup
Citigroup
New York
+$106M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.2M
4
AA
Advisory Alpha
Michigan
+$53.8M
5
Truist Financial
Truist Financial
North Carolina
+$51.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$78.4M
2
FRBONY
Federal Reserve Bank of New York
New York
-$64.1M
3
BlackRock
BlackRock
New York
-$63.7M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$57.2M
5
Wells Fargo
Wells Fargo
California
-$39.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
126
American Portfolios Advisors
New York
$1.41M -$320K -7,740 -19%
HA
127
HYA Advisors
Missouri
$1.41M +$341K +8,245 +32%
CAG
128
Csenge Advisory Group
Florida
$1.34M -$4.54K -110 -0.3%
Stifel Financial
129
Stifel Financial
Missouri
$1.28M +$765K +18,527 +152%
C
130
Clearshares
New York
$1.24M +$15.3K +371 +1%
WWM
131
Western Wealth Management
Colorado
$1.19M +$546K +13,215 +86%
EH
132
Equitable Holdings
New York
$1.19M +$338K +8,183 +40%
VC
133
Vicus Capital
Pennsylvania
$1.16M +$420K +10,171 +58%
BFEC
134
Benjamin F. Edwards & Company
Missouri
$1.14M +$1.13M +27,370 New
TC
135
TownSquare Capital
Utah
$1.08M +$1.07M +25,999 New
VWA
136
V Wealth Advisors
Kansas
$1.07M +$156K +3,774 +17%
CA
137
CSM Advisors
Pennsylvania
$1.05M +$1.04M +25,250 New
NRA
138
NSI Retail Advisors
Pennsylvania
$1.05M +$1.04M +25,250 New
MW
139
Marcum Wealth
Ohio
$1.04M +$102K +2,468 +11%
CB
140
Commerce Bank
Missouri
$1.03M +$159K +3,838 +18%
RIA
141
Regal Investment Advisors
Michigan
$1.02M +$1.01M +24,452 New
BAM
142
BTS Asset Management
Massachusetts
$999K +$991K +23,993 New
BFG
143
Beacon Financial Group
Texas
$984K +$229K +5,547 +31%
QCM
144
Quest Capital Management
Texas
$961K +$4.09K +99 +0.4%
Fisher Asset Management
145
Fisher Asset Management
Washington
$958K -$8.44M -204,240 -90%
FAIM
146
Financial Advocates Investment Management
Washington
$955K +$80.7K +1,953 +9%
UCFA
147
United Capital Financial Advisors
Texas
$953K +$128K +3,106 +16%
SPIA
148
Steward Partners Investment Advisory
New York
$941K -$114K -2,763 -11%
BRWM
149
B. Riley Wealth Management
Tennessee
$928K +$643K +15,562 New
Comerica Bank
150
Comerica Bank
Texas
$905K +$15.7K +379 +2%
4 5
6
7 8

USHY Hedge Fund Activity: Q2 2021 in Review

315 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2021, worth a combined $5.51B — up 14% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new USHY positions and 31 closed out — a net gain of 31 holders — while 155 added to existing stakes and 60 trimmed.

The largest buyer was TIAA FSB, adding an estimated $318M. The largest seller was Charles Schwab, cutting an estimated $78.4M.

  • 315 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2021, up from 286 in Q1 2021.
  • Funds reported $5.51B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 62 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2021 and 31 closed out, a net change of +31 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2021 was TIAA FSB, an estimated $318M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2021 was Charles Schwab, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2021.