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iShares Broad USD High Yield Corporate Bond ETF

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more funds holding

Funds holding: 453470 (+17)

0.51% more ownership

Funds ownership: 80.4%80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
DK
126
David Kennon
Florida
$5M +$17.6K +488 +0.4%
HighTower Advisors
127
HighTower Advisors
Illinois
$4.93M -$673K -18,615 -12%
SPP
128
Single Point Partners
Massachusetts
$4.85M +$479K +13,241 +11%
SF
129
SWP Financial
California
$4.81M +$4.79M +132,488 New
SAM
130
Securian Asset Management
Minnesota
$4.65M
Comerica Bank
131
Comerica Bank
Texas
$4.65M +$61.1K +1,689 +1%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$4.54M -$251K -6,938 -5%
VT
133
Vise Technologies
New York
$4.52M +$713K +19,707 +19%
CWM
134
Chesapeake Wealth Management
Virginia
$4.37M +$79.4K +2,196 +2%
SA
135
Sanctuary Advisors
Indiana
$4.33M +$4.35M +120,334 New
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$4.3M +$53.4K +1,476 +1%
UB
137
UMB Bank
Missouri
$4.27M +$387K +10,717 +10%
HWM
138
Hohimer Wealth Management
Washington
$4.27M -$705K -19,487 -14%
Envestnet Portfolio Solutions
139
Envestnet Portfolio Solutions
Illinois
$4.18M +$145K +3,997 +4%
MCWS
140
McKinley Carter Wealth Services
West Virginia
$4.06M -$3.72K -103 -0.1%
GFWA
141
Grey Fox Wealth Advisors
Delaware
$4M +$309K +8,559 +8%
MGIA
142
Moneta Group Investment Advisors
Missouri
$3.92M -$185K -5,123 -5%
EI
143
Ellevest Inc
New York
$3.91M +$288K +7,975 +8%
PA
144
Paragon Advisors
Texas
$3.89M +$248K +6,850 +7%
DW
145
Dodds Wealth
Colorado
$3.83M +$1.22M +33,816 +47%
BEC
146
Blue Edge Capital
Virginia
$3.8M +$68.5K +1,894 +2%
MNA
147
Manning & Napier Advisors
New York
$3.78M +$3.77M +104,200 New
AIA
148
Alera Investment Advisors
Illinois
$3.45M +$3.43M +94,966 New
MML Investors Services
149
MML Investors Services
Massachusetts
$3.44M -$346K -9,556 -9%
Pathstone Holdings
150
Pathstone Holdings
New Jersey
$3.35M +$126K +3,476 +4%

USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.