We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

286 hedge funds and large institutions have $4.84B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

13% more funds holding

Funds holding: 253286 (+33)

0.32% more ownership

Funds ownership: 65.88%66.2% (+0.32%)

1% less capital invested

Capital invested by funds: $4.9B → $4.84B (-$61.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $345K

Holders
286
Holders Change
+33
Holders Change %
+13.04%
% of All Funds
5.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
69
Increased
118
Reduced
71
Closed
36
Calls
Puts
$345K
Net Calls
-$345K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
151
Western Wealth Management
Colorado
$633K -$20.9K -508 -3%
PAG
152
Pinnacle Advisory Group
Maryland
$624K +$225K +5,472 +56%
SL
153
SWMG LLC
Texas
$613K -$28.2K -684 -4%
TFA
154
Teamwork Financial Advisors
Texas
$608K +$143K +3,467 +31%
VCM
155
Virtue Capital Management
Tennessee
$590K -$142K -3,446 -19%
IWM
156
IHT Wealth Management
Illinois
$586K -$19.8K -480 -3%
SCA
157
Snowden Capital Advisors
New York
$559K +$558K +13,561 New
BUB
158
BBVA USA Bancshares
Texas
$544K +$12.1K +295 +2%
HGWM
159
Horst & Graben Wealth Management
Oregon
$529K +$113K +2,741 +27%
SFG
160
Sovereign Financial Group
Connecticut
$527K +$56.9K +1,382 +12%
FIM
161
Freedom Investment Management
Connecticut
$517K +$516K +12,542 New
Stifel Financial
162
Stifel Financial
Missouri
$502K -$189K -4,598 -27%
CAN
163
Cetera Advisor Networks
California
$501K +$501K +12,173 New
CWA
164
Centennial Wealth Advisory
Michigan
$483K -$14.9K -362 -3%
OC
165
Oppenheimer & Co
New York
$475K +$475K +11,530 New
CWA
166
Clearview Wealth Advisors
Oregon
$463K +$177K +4,290 +62%
CAS
167
Cascadia Advisory Services
Oregon
$458K +$458K +11,130 New
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$457K +$113K +2,734 +33%
BG
169
Benedetti & Gucer
Georgia
$445K +$445K +10,814 New
WAM
170
Wakefield Asset Management
Colorado
$440K +$25K +607 +6%
CCM
171
Crabel Capital Management
California
$432K +$432K +10,500 New
Jones Financial Companies
172
Jones Financial Companies
Missouri
$430K +$239K +5,806 +125%
PA
173
PFG Advisors
Arizona
$425K +$14K +340 +3%
AWM
174
Adams Wealth Management
Utah
$425K +$425K +10,324 New
FCA
175
FLC Capital Advisors
California
$423K +$75.5K +1,833 +22%

USHY Hedge Fund Activity: Q1 2021 in Review

286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2021, worth a combined $4.84B — down 1.3% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new USHY positions and 36 closed out — a net gain of 33 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $97.1M. The largest seller was BlackRock, cutting an estimated $200M.

  • 286 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2021, up from 253 in Q4 2020.
  • Funds reported $4.84B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 69 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2021 and 36 closed out, a net change of +33 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $97.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2021.