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iShares Broad USD High Yield Corporate Bond ETF
USHY

160 hedge funds and large institutions have $2.74B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 66 increasing their positions, 26 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 26

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

23% more funds holding

Funds holding: 130 → 160 (+30)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more capital invested

Capital invested by funds: $2.3B → $2.74B (+$435M)

4.97% less ownership

Funds ownership: 80.66% → 75.69% (-5%)

Holders
160
Holders Change
+30
Holders Change %
+23.08%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
57
Increased
66
Reduced
26
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$165M
2
UBS Group
UBS Group
Switzerland
+$134M
3
Charles Schwab
Charles Schwab
California
+$119M
4
Bank of America
Bank of America
North Carolina
+$76.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.2M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$170M
2
WI
WBI Investments
New Jersey
-$57.6M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$52.2M
4
FTUS
Flow Traders U.S.
New York
-$17.1M
5
RIM
Redwood Investment Management
Arizona
-$7.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
151
Jacobi Capital Management
Pennsylvania
$4K +$3.87K +98 +576%
Citigroup
152
Citigroup
New York
$4K +$4.74K +120 New
GWM
153
Geneos Wealth Management
Colorado
$4K +$5.49K +139 New
CA
154
Clearstead Advisors
Ohio
$3K +$3K +76 New
LSA
155
Lion Street Advisors
Texas
$2K +$1.78K +45 New
GI
156
Gradient Investments
Minnesota
$2K +$2.13K +54 New
CAC
157
Certified Advisory Corp
Florida
$1K -$1.38K -35 -70%
CHA
158
Carmichael Hill & Associates
Maryland
$1K – – –
RDWM
159
Red Door Wealth Management
Tennessee
$1K +$1.3K +33 New
KFS
160
Kelly Financial Services
Massachusetts
$400 – – –
WI
161
WBI Investments
New Jersey
– -$57.6M -1,402,472 Closed
AHSSHC
162
Adventist Health System Sunbelt Healthcare Corp
Florida
– -$52.2M -1,269,082 Closed
FTUS
163
Flow Traders U.S.
New York
– -$17.1M -416,147 Closed
TC
164
Toews Corporation
New Jersey
– -$6.37M -155,000 Closed
KCM
165
Kathmere Capital Management
Pennsylvania
– -$1.29M -31,367 Closed
IAA
166
Independent Advisor Alliance
North Carolina
– -$972K -23,656 Closed
VWA
167
V Wealth Advisors
Kansas
– -$683K -16,678 Closed
VVP
168
Venture Visionary Partners
Ohio
– -$482K -11,745 Closed
GP
169
Geneva Partners
Wisconsin
– -$377K -9,164 Closed
ACM
170
AlphaStar Capital Management
North Carolina
– -$324K -7,879 Closed
IFG
171
Investors Financial Group
Minnesota
– -$238K -5,783 Closed
VFM
172
Vivid Financial Management
California
– -$218K -5,293 Closed
SG Americas Securities
173
SG Americas Securities
New York
– -$156K -3,800 Closed
WHG
174
Westwood Holdings Group
Texas
– -$37K -900 Closed
VCM
175
Vigilant Capital Management
Maine
– -$18K -436 Closed
4 5 6
7
8

USHY Hedge Fund Activity: Q1 2020 in Review

160 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2020, worth a combined $2.74B — up 19% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new USHY positions and 25 closed out — a net gain of 32 holders — while 66 added to existing stakes and 26 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $165M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $170M.

  • 160 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2020, up from 130 in Q4 2019.
  • Funds reported $2.74B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2020, up 19% quarter-over-quarter.
  • 57 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2020 and 25 closed out, a net change of +32 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2020 was AssetMark Inc, an estimated $165M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2020.