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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
151
WealthSource Partners
California
$1.44M +$27.9K +794 +2%
SI
152
Saxon Interests
Texas
$1.44M +$1.18M +33,624 +493%
CA
153
Cetera Advisors
Colorado
$1.41M +$146K +4,165 +12%
RSWM
154
Robertson Stephens Wealth Management
California
$1.4M -$285K -8,097 -17%
Lido Advisors
155
Lido Advisors
California
$1.39M +$1.37M +39,090 New
RW
156
RVW Wealth
California
$1.36M -$770K -21,907 -36%
FHA
157
Flagship Harbor Advisors
Massachusetts
$1.36M +$32.5K +924 +2%
MOS
158
MGO One Seven
Ohio
$1.32M +$1.3M +37,043 New
FA
159
Fiducient Advisors
Illinois
$1.24M
CG
160
Colony Group
Massachusetts
$1.24M +$1.22M +34,823 New
LFAS
161
Level Four Advisory Services
Texas
$1.23M +$219K +6,225 +22%
OHWP
162
Oak Harbor Wealth Partners
North Carolina
$1.2M -$200K -5,680 -14%
Stifel Financial
163
Stifel Financial
Missouri
$1.19M -$74.3K -2,113 -6%
SWA
164
Sax Wealth Advisors
New Jersey
$1.14M +$46.2K +1,314 +4%
VCP
165
Verus Capital Partners
Arizona
$1.1M +$101K +2,864 +10%
DWT
166
Dorsey & Whitney Trust
South Dakota
$1.1M
VVP
167
Venture Visionary Partners
Ohio
$1.1M +$358K +10,182 +49%
ATPW
168
Ashton Thomas Private Wealth
Arizona
$1.07M +$1.06M +30,073 New
IAN
169
Integrated Advisors Network
Texas
$1.06M +$1.05M +29,791 New
BFEC
170
Benjamin F. Edwards & Company
Missouri
$1.06M -$25.4K -721 -2%
HH
171
Hilltop Holdings
Texas
$1.02M +$1.01M +28,760 New
FAM
172
Family Asset Management
South Carolina
$1.02M -$428K -12,178 -30%
GAM
173
Gotham Asset Management
New York
$1.01M +$997K +28,339 New
RA
174
RFG Advisory
Alabama
$969K +$502K +14,265 +110%
BAM
175
BTS Asset Management
Massachusetts
$961K -$9.46K -269 -1%

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.