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iShares Broad USD High Yield Corporate Bond ETF

359 hedge funds and large institutions have $6.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 71

123% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 35

11% more funds holding

Funds holding: 323359 (+36)

10% more capital invested

Capital invested by funds: $5.69B → $6.23B (+$546M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3.31% more ownership

Funds ownership: 71.56%74.87% (+3.3%)

Holders
359
Holders Change
+36
Holders Change %
+11.15%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.31%
New
78
Increased
162
Reduced
71
Closed
35
Calls
$185K
Puts
Net Calls
+$185K
Net Calls Change
+$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
151
Comerica Bank
Texas
$1.09M +$19.6K +477 +2%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$1.08M +$27K +656 +3%
VWA
153
V Wealth Advisors
Kansas
$1.07M -$40.5K -984 -4%
CA
154
CSM Advisors
Pennsylvania
$1.04M
NRA
155
NSI Retail Advisors
Pennsylvania
$1.04M
EFS
156
Econ Financial Services
Pennsylvania
$1.01M +$1.01M +24,592 New
PG
157
Proffitt & Goodson
Tennessee
$1.01M +$1.01M +24,505 New
SPIA
158
Steward Partners Investment Advisory
New York
$963K +$38.7K +942 +4%
RWM
159
RBA Wealth Management
California
$960K +$959K +23,312 New
Deutsche Bank
160
Deutsche Bank
Germany
$953K +$53.2K +1,294 +6%
HGERS
161
Householder Group Estate & Retirement Specialist
Arizona
$940K +$939K +22,832 New
OC
162
Oppenheimer & Co
New York
$915K +$88K +2,140 +11%
AWM
163
Apollon Wealth Management
South Carolina
$883K +$253K +6,151 +40%
OPS
164
Orion Portfolio Solutions
Nebraska
$852K -$44.1K -1,072 -5%
CAC
165
Certified Advisory Corp
Florida
$852K +$214K +5,208 +34%
HighTower Advisors
166
HighTower Advisors
Illinois
$849K +$650K +15,819 +329%
SFG
167
Sovereign Financial Group
Connecticut
$822K +$372K +9,037 +83%
AG
168
Ascent Group
Virginia
$795K +$809K +19,683 New
MPW
169
Melone Private Wealth
Michigan
$786K +$785K +19,086 New
LRWA
170
Long Run Wealth Advisors
New York
$750K +$749K +18,216 New
PWM
171
Provident Wealth Management
Tennessee
$749K +$16.4K +399 +2%
CWM
172
Congress Wealth Management
Massachusetts
$714K +$713K +17,334 New
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
$711K +$710K +17,268 New
FTUS
174
Flow Traders U.S.
New York
$694K +$693K +16,842 New
BG
175
Benedetti & Gucer
Georgia
$676K +$103K +2,503 +18%

USHY Hedge Fund Activity: Q4 2021 in Review

359 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2021, worth a combined $6.23B — up 9.6% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new USHY positions and 35 closed out — a net gain of 43 holders — while 162 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $27.1M.

  • 359 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2021, up from 323 in Q3 2021.
  • Funds reported $6.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2021, up 9.6% quarter-over-quarter.
  • 78 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2021 and 35 closed out, a net change of +43 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $205M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2021.