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iShares Broad USD High Yield Corporate Bond ETF

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53%85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
126
Topel & Distasi Wealth Management
California
$7.01M +$81.7K +2,196 +1%
HR
127
Howe & Rusling
New York
$6.96M -$5.95K -160 -0.1%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$6.79M +$358K +9,620 +6%
RWP
129
RWA Wealth Partners
Massachusetts
$6.72M +$32.9K +885 +0.5%
FAM
130
Forte Asset Management
New York
$6.33M +$97.1K +2,612 +2%
TWM
131
Tolleson Wealth Management
Texas
$6.32M +$113K +3,038 +2%
SA
132
Sanctuary Advisors
Indiana
$6.24M +$432K +11,619 +7%
FFS
133
Founders Financial Securities
Maryland
$6.09M -$458K -12,328 -7%
SPC
134
Sigma Planning Corp
Michigan
$6.03M +$157K +4,215 +3%
SPP
135
Single Point Partners
Massachusetts
$6.01M +$372K +9,998 +7%
MCM
136
Monument Capital Management
Virginia
$5.91M -$269K -7,239 -4%
HI
137
Horizon Investments
North Carolina
$5.69M -$399K -10,741 -6%
GFWA
138
Grey Fox Wealth Advisors
Delaware
$5.6M +$317K +8,530 +6%
UB
139
UMB Bank
Missouri
$5.4M +$707K +19,017 +15%
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$5.35M -$974K -26,181 -15%
CM
141
Cornerstone Management
Georgia
$5.35M +$267K +7,173 +5%
DK
142
David Kennon
Florida
$5.25M +$88.2K +2,371 +2%
Comerica Bank
143
Comerica Bank
Texas
$5.22M +$339K +9,106 +7%
PA
144
Paragon Advisors
Texas
$5.13M +$1.06M +28,524 +26%
VT
145
Vise Technologies
New York
$4.94M +$290K +7,793 +6%
SAM
146
Securian Asset Management
Minnesota
$4.77M +$4.82M +129,586 New
Ameriprise
147
Ameriprise
Minnesota
$4.68M -$1.68M -45,126 -26%
CWM
148
Chesapeake Wealth Management
Virginia
$4.65M +$56.6K +1,522 +1%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$4.62M +$2.64M +70,899 +130%
EI
150
Ellevest Inc
New York
$4.59M +$276K +7,430 +6%

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.