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iShares Broad USD High Yield Corporate Bond ETF

350 hedge funds and large institutions have $5.13B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 101

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 359350 (-9)

9.38% less ownership

Funds ownership: 74.87%65.49% (-9.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

18% less capital invested

Capital invested by funds: $6.23B → $5.13B (-$1.11B)

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
68
Increased
128
Reduced
101
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
126
High Net Worth Advisory Group
Florida
$1.57M +$86.2K +2,181 +6%
DF
127
Donoghue Forlines
Massachusetts
$1.54M -$17.3M -437,266 -92%
MNG
128
Manning & Napier Group
New York
$1.46M
PS
129
Portfolio Solutions
Michigan
$1.46M +$1.49M +37,632 New
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$1.43M +$1.46M +36,883 New
HCA
131
Harbour Capital Advisors
Virginia
$1.42M +$3.95K +100 +0.3%
VC
132
Vicus Capital
Pennsylvania
$1.41M +$31.5K +797 +2%
OHWP
133
Oak Harbor Wealth Partners
North Carolina
$1.39M +$107K +2,716 +8%
AFP
134
Ausdal Financial Partners
Iowa
$1.37M -$45.4K -1,149 -3%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$1.33M +$181K +4,581 +15%
LGWM
136
Litman Gregory Wealth Management
California
$1.3M +$82K +2,075 +7%
VVP
137
Venture Visionary Partners
Ohio
$1.27M -$996K -25,206 -44%
SWA
138
Sax Wealth Advisors
New Jersey
$1.26M +$25.5K +645 +2%
APA
139
American Portfolios Advisors
New York
$1.25M +$108K +2,726 +9%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$1.22M -$788K -19,932 -39%
FA
141
Fiducient Advisors
Illinois
$1.21M +$34.5K +873 +3%
SWM
142
Spire Wealth Management
Virginia
$1.2M +$736K +18,617 +152%
SCA
143
Snowden Capital Advisors
New York
$1.19M -$11.5K -292 -0.9%
OC
144
Oppenheimer & Co
New York
$1.18M +$318K +8,056 +36%
MW
145
Marcum Wealth
Ohio
$1.17M +$116K +2,942 +11%
PAS
146
Park Avenue Securities
New York
$1.16M -$1.35M -34,115 -53%
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$1.14M +$473K +11,961 +69%
GRP
148
Global Retirement Partners
California
$1.14M +$1.23M +31,158 New
KAS
149
Kestra Advisory Services
Texas
$1.11M -$1.79M -45,303 -61%
Jones Financial Companies
150
Jones Financial Companies
Missouri
$1.09M +$85.9K +2,173 +8%

USHY Hedge Fund Activity: Q1 2022 in Review

350 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2022, worth a combined $5.13B — down 18% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of USHY and 68 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 128 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $81.1M. The largest seller was LPL Financial, cutting an estimated $436M.

  • 350 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $5.13B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 68 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $81.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $436M sold.

Based on aggregated 13F filings for Q1 2022.