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iShares Broad USD High Yield Corporate Bond ETF
USHY

160 hedge funds and large institutions have $2.74B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 66 increasing their positions, 26 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 26

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

23% more funds holding

Funds holding: 130 → 160 (+30)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more capital invested

Capital invested by funds: $2.3B → $2.74B (+$435M)

4.97% less ownership

Funds ownership: 80.66% → 75.69% (-5%)

Holders
160
Holders Change
+30
Holders Change %
+23.08%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
57
Increased
66
Reduced
26
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$165M
2
UBS Group
UBS Group
Switzerland
+$134M
3
Charles Schwab
Charles Schwab
California
+$119M
4
Bank of America
Bank of America
North Carolina
+$76.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.2M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$170M
2
WI
WBI Investments
New Jersey
-$57.6M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$52.2M
4
FTUS
Flow Traders U.S.
New York
-$17.1M
5
RIM
Redwood Investment Management
Arizona
-$7.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
176
Central Trust Company
Missouri
– -$5K -114 Closed
BWM
177
Baystate Wealth Management
Massachusetts
– -$2K -59 Closed
RIA
178
Realta Investment Advisors
Delaware
– -$2K -43 Closed
RFM
179
Royal Fund Management
Florida
– -$1K -41 Closed
TI
180
tru Independence
Oregon
– -$1K -41 Closed
PCA
181
Providence Capital Advisors
North Carolina
– -$790 -20 Closed
AWA
182
Arkadios Wealth Advisors
Georgia
– -$250 -6 Closed
WLPWM
183
Walled Lake Planning & Wealth Management
Illinois
– +$79 +2 New
AIC
184
Archer Investment Corporation
Indiana
– +$356 +9 New
4 5 6 7
8

USHY Hedge Fund Activity: Q1 2020 in Review

160 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2020, worth a combined $2.74B — up 19% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new USHY positions and 25 closed out — a net gain of 32 holders — while 66 added to existing stakes and 26 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $165M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $170M.

  • 160 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2020, up from 130 in Q4 2019.
  • Funds reported $2.74B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2020, up 19% quarter-over-quarter.
  • 57 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2020 and 25 closed out, a net change of +32 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2020 was AssetMark Inc, an estimated $165M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2020.