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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
Sterling Financial Group
California
$2.1M
SWP
127
Stratos Wealth Partners
Ohio
$2.05M -$246K -6,992 -11%
BWM
128
BerganKDV Wealth Management
Minnesota
$2.03M -$1.65M -46,973 -45%
AWM
129
AE Wealth Management
Kansas
$2M +$240K +6,831 +14%
UB
130
UMB Bank
Missouri
$1.98M +$421K +11,976 +27%
NGA
131
Naples Global Advisors
Florida
$1.97M -$95.1K -2,705 -5%
BCM
132
Brookstone Capital Management
Illinois
$1.96M +$473K +13,457 +32%
TC
133
TownSquare Capital
Utah
$1.94M +$300K +8,522 +18%
CPRC
134
Consolidated Portfolio Review Corp
New York
$1.87M +$1.85M +52,692 New
PAG
135
Private Advisor Group
New Jersey
$1.86M -$283K -8,056 -13%
FTS
136
Fifth Third Securities
Ohio
$1.79M +$35.4K +1,006 +2%
VC
137
Vicus Capital
Pennsylvania
$1.78M +$412K +11,703 +30%
PCM
138
Pointe Capital Management
Michigan
$1.78M -$69.2K -1,967 -4%
MNG
139
Manning & Napier Group
New York
$1.74M
MWM
140
Mission Wealth Management
California
$1.72M -$51.4K -1,462 -3%
MW
141
Marcum Wealth
Ohio
$1.72M -$642K -18,265 -27%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$1.72M -$2.21M -62,805 -57%
OC
143
Oppenheimer & Co
New York
$1.64M -$1.47M -41,709 -48%
CA
144
CGN Advisors
Kansas
$1.59M +$557K +15,835 +55%
BWFA
145
Baltimore-Washington Financial Advisors
Maryland
$1.59M -$210K -5,958 -12%
UA
146
Unison Advisors
District of Columbia
$1.55M +$8.02K +228 +0.5%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$1.53M -$6.51K -185 -0.4%
Deutsche Bank
148
Deutsche Bank
Germany
$1.52M -$1.1M -31,233 -42%
HNWAG
149
High Net Worth Advisory Group
Florida
$1.46M -$35.2K -1,001 -2%
AWS
150
Atria Wealth Solutions
New York
$1.45M +$421K +11,981 +42%

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.