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iShares Broad USD High Yield Corporate Bond ETF

359 hedge funds and large institutions have $6.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 71

123% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 35

11% more funds holding

Funds holding: 323359 (+36)

10% more capital invested

Capital invested by funds: $5.69B → $6.23B (+$546M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3.31% more ownership

Funds ownership: 71.56%74.87% (+3.3%)

Holders
359
Holders Change
+36
Holders Change %
+11.15%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.31%
New
78
Increased
162
Reduced
71
Closed
35
Calls
$185K
Puts
Net Calls
+$185K
Net Calls Change
+$185K
Name Holding Trade Value Shares
Change
Change in
Stake
MNG
126
Manning & Napier Group
New York
$1.46M
VC
127
Vicus Capital
Pennsylvania
$1.42M +$143K +3,479 +11%
OHWP
128
Oak Harbor Wealth Partners
North Carolina
$1.36M +$1.35M +32,952 New
BFG
129
Beacon Financial Group
Texas
$1.35M +$119K +2,899 +10%
WWM
130
Western Wealth Management
Colorado
$1.35M +$1.35M +32,827 New
TSS
131
Two Sigma Securities
New York
$1.34M +$298K +7,256 +29%
CAG
132
Csenge Advisory Group
Florida
$1.34M -$133K -3,225 -9%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$1.32M -$318K -7,737 -19%
SWA
134
Sax Wealth Advisors
New Jersey
$1.31M +$620K +15,079 +91%
PTC
135
Private Trust Company
Ohio
$1.3M +$256K +6,230 +25%
LGWM
136
Litman Gregory Wealth Management
California
$1.29M +$82.2K +2,000 +7%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$1.28M -$240K -5,847 -16%
SCA
138
Snowden Capital Advisors
New York
$1.27M +$21.5K +523 +2%
BIP
139
Blueprint Investment Partners
North Carolina
$1.27M +$1.27M +30,811 New
C
140
Clearshares
New York
$1.26M
FA
141
Fiducient Advisors
Illinois
$1.25M +$105K +2,561 +9%
CB
142
Community Bank
New York
$1.24M -$822K -20,000 -40%
LMIM
143
Lockheed Martin Investment Management
Maryland
$1.24M -$822K -20,000 -40%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$1.22M +$83.8K +2,038 +7%
APA
145
American Portfolios Advisors
New York
$1.21M +$247K +5,995 +26%
BWAM
146
Boyd Watterson Asset Management
Ohio
$1.16M -$93.9K -2,284 -8%
PPA
147
Parametric Portfolio Associates
Washington
$1.12M -$73.1K -1,777 -6%
Mariner
148
Mariner
Kansas
$1.12M +$1.12M +27,129 New
MW
149
Marcum Wealth
Ohio
$1.11M +$45.8K +1,115 +4%
NA
150
NewEdge Advisors
Louisiana
$1.11M +$860K +20,914 +350%

USHY Hedge Fund Activity: Q4 2021 in Review

359 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2021, worth a combined $6.23B — up 9.6% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new USHY positions and 35 closed out — a net gain of 43 holders — while 162 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $27.1M.

  • 359 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2021, up from 323 in Q3 2021.
  • Funds reported $6.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2021, up 9.6% quarter-over-quarter.
  • 78 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2021 and 35 closed out, a net change of +43 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $205M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2021.