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iShares Broad USD High Yield Corporate Bond ETF
USHY

323 hedge funds and large institutions have $5.69B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 81

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

6.01% more ownership

Funds ownership: 65.55% → 71.56% (+6%)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

3% more funds holding

Funds holding: 315 → 323 (+8)

3% more capital invested

Capital invested by funds: $5.51B → $5.69B (+$182M)

Holders
323
Holders Change
+8
Holders Change %
+2.54%
% of All Funds
5.65%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
50
Increased
142
Reduced
81
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$158M
2
Northern Trust
Northern Trust
Illinois
+$97.5M
3
AC
Allstate Corporation
Illinois
+$85.8M
4
LPL Financial
LPL Financial
California
+$63.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.1M

Top Sellers

1
Citigroup
Citigroup
New York
-$110M
2
WI
WBI Investments
New Jersey
-$29.1M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$20.5M
4
CMF
Counterpoint Mutual Funds
California
-$17.8M
5
MIS
Morningstar Investment Services
Illinois
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
151
American Portfolios Advisors
New York
$975K -$428K -10,304 -30%
SPIA
152
Steward Partners Investment Advisory
New York
$932K -$4.82K -116 -0.5%
Deutsche Bank
153
Deutsche Bank
Germany
$907K +$98.8K +2,376 +12%
OPS
154
Orion Portfolio Solutions
Nebraska
$903K +$50.9K +1,224 +6%
OC
155
Oppenheimer & Co
New York
$833K +$188K +4,532 +29%
PWM
156
Provident Wealth Management
Tennessee
$738K +$14.1K +339 +2%
TC
157
TownSquare Capital
Utah
$713K -$366K -8,814 -34%
SWA
158
Sax Wealth Advisors
New Jersey
$691K +$288K +6,938 +71%
WP
159
WealthPLAN Partners
Nebraska
$665K +$207K +4,971 +44%
CAC
160
Certified Advisory Corp
Florida
$642K +$643K +15,467 New
AWM
161
Apollon Wealth Management
South Carolina
$634K +$386K +9,276 +154%
FIM
162
Freedom Investment Management
Connecticut
$612K -$57.6K -1,387 -9%
BG
163
Benedetti & Gucer
Georgia
$577K +$101K +2,435 +21%
RFG
164
Range Financial Group
Oregon
$563K -$178K -4,288 -24%
CAS
165
Cascadia Advisory Services
Oregon
$550K +$32.8K +790 +6%
CBFP
166
Cedar Brook Financial Partners
Ohio
$548K +$102K +2,445 +23%
OWA
167
Outlook Wealth Advisors
Texas
$543K -$106K -2,549 -16%
C1AG
168
Client 1st Advisory Group
Florida
$542K -$154K -3,714 -22%
AIC
169
Ameritas Investment Company
Nebraska
$537K +$73.6K +1,771 +16%
SWM
170
Spire Wealth Management
Virginia
$536K +$484K +11,649 +922%
AWM
171
Adams Wealth Management
Utah
$519K -$2.37K -57 -0.5%
UA
172
Unison Advisors
District of Columbia
$519K +$46K +1,107 +10%
USCWA
173
U.S. Capital Wealth Advisors
Texas
$499K +$500K +12,019 New
BAM
174
Belpointe Asset Management
Nevada
$496K +$319K +7,679 +180%
AWA
175
Arkadios Wealth Advisors
Georgia
$491K +$13.5K +325 +3%
5 6
7
8 9

USHY Hedge Fund Activity: Q3 2021 in Review

323 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2021, worth a combined $5.69B — up 3.3% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USHY positions and 36 closed out — a net gain of 14 holders — while 142 added to existing stakes and 81 trimmed.

The largest buyer was Bank of America, adding an estimated $158M. The largest seller was Citigroup, cutting an estimated $110M.

  • 323 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $5.69B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 50 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2021 and 36 closed out, a net change of +14 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $158M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2021 was Citigroup, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2021.