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iShares Broad USD High Yield Corporate Bond ETF

349 hedge funds and large institutions have $5.25B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 126 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.04% more ownership

Funds ownership: 65.49%76.53% (+11%)

7% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 118

4% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 48

2% more capital invested

Capital invested by funds: $5.13B → $5.25B (+$123M)

0% less funds holding

Funds holding: 350349 (-1)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $966K

Holders
349
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.88%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.29%
New
50
Increased
126
Reduced
118
Closed
48
Calls
$1K
Puts
$966K
Net Calls
-$965K
Net Calls Change
-$965K
Name Holding Trade Value Shares
Change
Change in
Stake
VC
126
Vicus Capital
Pennsylvania
$1.28M +$27.9K +761 +2%
OHWP
127
Oak Harbor Wealth Partners
North Carolina
$1.27M +$40.9K +1,115 +3%
BFEC
128
Benjamin F. Edwards & Company
Missouri
$1.27M +$88.5K +2,413 +7%
SWA
129
Stratos Wealth Advisors
Ohio
$1.26M +$399K +10,885 +43%
OC
130
Oppenheimer & Co
New York
$1.25M +$211K +5,765 +19%
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$1.25M +$248K +6,755 +23%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$1.24M +$169K +4,605 +15%
HCA
133
Harbour Capital Advisors
Virginia
$1.23M -$31.1K -848 -2%
Jones Financial Companies
134
Jones Financial Companies
Missouri
$1.23M +$234K +6,376 +22%
AFP
135
Ausdal Financial Partners
Iowa
$1.22M -$697 -19 -0.1%
Stifel Financial
136
Stifel Financial
Missouri
$1.2M -$225K -6,133 -15%
VWA
137
V Wealth Advisors
Kansas
$1.16M +$277K +7,554 +29%
LGWM
138
Litman Gregory Wealth Management
California
$1.16M
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$1.15M -$316K -8,618 -21%
AWM
140
AE Wealth Management
Kansas
$1.13M +$269K +7,338 +29%
MW
141
Marcum Wealth
Ohio
$1.13M +$92K +2,509 +8%
SWA
142
Sax Wealth Advisors
New Jersey
$1.12M +$1.06K +29 +0.1%
NA
143
NewEdge Advisors
Louisiana
$1.11M +$181K +4,929 +18%
Loomis, Sayles & Company
144
Loomis, Sayles & Company
Massachusetts
$1.08M +$383K +10,440 +50%
SF
145
Summit Financial
New Jersey
$1.07M +$316K +8,610 +38%
GRP
146
Global Retirement Partners
California
$1.05M -$31.8K -868 -3%
PAS
147
Park Avenue Securities
New York
$1.03M -$9.64K -263 -0.9%
APA
148
American Portfolios Advisors
New York
$1.03M -$94K -2,564 -8%
VVP
149
Venture Visionary Partners
Ohio
$1M -$133K -3,622 -11%
DF
150
Donoghue Forlines
Massachusetts
$981K -$419K -11,418 -29%

USHY Hedge Fund Activity: Q2 2022 in Review

349 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2022, worth a combined $5.25B — up 2.4% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USHY positions and 48 closed out — a net gain of 2 holders — while 126 added to existing stakes and 118 trimmed.

The largest buyer was Jane Street, adding an estimated $431M. The largest seller was Allstate Corporation, cutting an estimated $83M.

  • 349 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2022, down from 350 in Q1 2022.
  • Funds reported $5.25B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2022, up 2.4% quarter-over-quarter.
  • 50 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2022 and 48 closed out, a net change of +2 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $431M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2022 was Allstate Corporation, an estimated $83M sold.

Based on aggregated 13F filings for Q2 2022.