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iShares Broad USD High Yield Corporate Bond ETF

200 hedge funds and large institutions have $4.03B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 21

164% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 33

24% more funds holding

Funds holding: 161200 (+39)

22% more capital invested

Capital invested by funds: $3.3B → $4.03B (+$727M)

7.37% more ownership

Funds ownership: 62.29%69.66% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
200
Holders Change
+39
Holders Change %
+24.22%
% of All Funds
4.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
61
Increased
87
Reduced
33
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
151
Savior LLC
Massachusetts
$46K
AWM
152
Adams Wealth Management
Utah
$46K +$46K +1,166 New
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$43K +$13K +329 +43%
FHA
154
Flagship Harbor Advisors
Massachusetts
$39K -$1.17M -29,697 -97%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$37K -$2.61K -66 -6%
VRM
156
Vectors Research Management
New York
$28K
IA
157
IFP Advisors
Florida
$26K -$40.6K -1,027 -61%
BWL
158
Bogart Wealth LLC
Virginia
$26K -$5.84K -148 -18%
TFGT
159
TS Financial Group (TSFG)
Illinois
$23K
TPCW
160
TD Private Client Wealth
New York
$21.4K +$21.4K +542 New
ZB
161
Zions Bancorporation
Utah
$18K -$17.9K -454 -50%
Jones Financial Companies
162
Jones Financial Companies
Missouri
$18K +$18.5K +468 New
JCM
163
Jacobi Capital Management
Pennsylvania
$16K +$12.6K +318 +324%
GEA
164
Glen Eagle Advisors
New Jersey
$12K -$2.76K -70 -19%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$11K +$10.7K +271 New
TPWA
166
TRUE Private Wealth Advisors
Oregon
$10K
LFG
167
Larson Financial Group
Missouri
$10K +$2.13K +54 +27%
LFG
168
LifePlan Financial Group
Ohio
$10K +$4.98K +126 +94%
IF
169
Ironwood Financial
Arizona
$9K
FHA
170
First Horizon Advisors
Tennessee
$8K +$8.65K +219 New
LTI
171
Laffer Tengler Investments
Tennessee
$7.89K
YAL
172
Your Advocates Ltd
Texas
$7K +$6.75K +171 New
MAM
173
Meeder Asset Management
Ohio
$7K +$6.79K +172 New
FWM
174
Focused Wealth Management
New York
$6K -$3.87K -98 -40%
ASN
175
Advisory Services Network
Georgia
$6K +$5.53K +140 New

USHY Hedge Fund Activity: Q3 2020 in Review

200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2020, worth a combined $4.03B — up 22% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new USHY positions and 21 closed out — a net gain of 40 holders — while 87 added to existing stakes and 33 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $56M.

  • 200 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2020, up from 161 in Q2 2020.
  • Funds reported $4.03B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 61 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2020 and 21 closed out, a net change of +40 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2020 was TD Ameritrade Investment Management, an estimated $280M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2020 was UBS Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2020.