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iShares Broad USD High Yield Corporate Bond ETF

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more funds holding

Funds holding: 453470 (+17)

0.51% more ownership

Funds ownership: 80.4%80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oppenheimer & Co
New York
$3.16M +$18.6K +514 +0.6%
AAS
152
Avantax Advisory Services
Texas
$3.07M +$1.6M +44,185 +109%
NA
153
NewEdge Advisors
Louisiana
$2.95M +$883K +24,412 +43%
OIA
154
OneDigital Investment Advisors
Kansas
$2.9M +$789K +21,813 +37%
FTA
155
Financial & Tax Architects
Missouri
$2.86M +$208K +5,766 +8%
BCM
156
Brookstone Capital Management
Illinois
$2.84M +$191K +5,288 +7%
KAS
157
Kestra Advisory Services
Texas
$2.81M +$368K +10,170 +15%
GC
158
Guggenheim Capital
Illinois
$2.8M +$46.1K +1,275 +2%
Mirae Asset Global Investments
159
Mirae Asset Global Investments
South Korea
$2.66M +$2.64M +73,119 New
SP
160
SWS Partners
Ohio
$2.65M +$73.8K +2,042 +3%
SEIA
161
Signature Estate & Investment Advisors
California
$2.57M +$1.73M +47,711 +205%
PS
162
Principal Securities
Iowa
$2.53M +$171K +4,726 +7%
MFG
163
Merit Financial Group
Georgia
$2.47M -$46.1K -1,275 -2%
GWM
164
Gibbs Wealth Management
Georgia
$2.45M +$1.17M +32,463 +92%
ATS
165
Ashton Thomas Securities
New York
$2.42M +$5.05M +139,656 New
PCM
166
Pointe Capital Management
Michigan
$2.34M -$65.4K -1,809 -3%
AWS
167
Atria Wealth Solutions
New York
$2.21M -$307K -8,486 -12%
VC
168
Vicus Capital
Pennsylvania
$2.14M +$222K +6,130 +12%
KCM
169
Kathmere Capital Management
Pennsylvania
$2.13M +$1.06M +29,293 +99%
CPRC
170
Consolidated Portfolio Review Corp
New York
$2.09M +$78.8K +2,179 +4%
CW
171
CreativeOne Wealth
Kansas
$2.09M -$788K -21,784 -27%
CIA
172
Concurrent Investment Advisors
Florida
$2.06M +$230K +6,354 +13%
LFAS
173
Level Four Advisory Services
Texas
$2.06M +$469K +12,970 +30%
VCA
174
Verdence Capital Advisors
Maryland
$2.04M +$2.03M +56,170 New
CV
175
Counterweight Ventures
North Carolina
$1.99M +$172K +4,764 +10%

USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.