We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

200 hedge funds and large institutions have $4.03B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 21

164% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 33

24% more funds holding

Funds holding: 161200 (+39)

22% more capital invested

Capital invested by funds: $3.3B → $4.03B (+$727M)

7.37% more ownership

Funds ownership: 62.29%69.66% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
200
Holders Change
+39
Holders Change %
+24.22%
% of All Funds
4.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
61
Increased
87
Reduced
33
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
176
Moisand Fitzgerald Tamayo
Florida
$6K +$5.61K +142 New
PCG
177
Private Capital Group
Connecticut
$6K +$6.32K +160 New
BC
178
Bartlett & Co
Ohio
$4K +$3.75K +95 New
GWMIA
179
Global Wealth Management Investment Advisory
Florida
$4K +$4.03K +102 New
BCWM
180
Bartlett & Co Wealth Management
Ohio
$3.75K +$3.75K +95 New
LS
181
Leelyn Smith
Illinois
$3K -$1.34K -34 -34%
GI
182
Gradient Investments
Minnesota
$3K +$553 +14 +26%
Bessemer Group
183
Bessemer Group
New Jersey
$3K +$3.12K +79 New
SIM
184
Sonora Investment Management
Arizona
$3K +$3.36K +85 New
CG
185
Cutler Group
California
$3K +$3.91K +99 New
GWS
186
Glassman Wealth Services
Virginia
$2K +$1.54K +39 New
NIC
187
Northwest Investment Counselors
Oregon
$2K +$1.94K +49 New
CFA
188
Carroll Financial Associates
North Carolina
$1K -$133K -3,372 -99%
LWM
189
Liberty Wealth Management
California
$1K -$6.08K -154 -85%
CHA
190
Carmichael Hill & Associates
Maryland
$1K
CA
191
Clearstead Advisors
Ohio
$1K
WCG
192
Weaver Consulting Group
California
$1K
PMFA
193
Plante Moran Financial Advisors
Michigan
$1K +$158 +4 +24%
NFSG
194
Newbridge Financial Services Group
Florida
$1K +$513 +13 New
PA
195
Parallel Advisors
California
$1K +$948 +24 New
Millennium Management
196
Millennium Management
New York
$898 +$898K +22,743 New
KFS
197
Kelly Financial Services
Massachusetts
$457 +$39 +1 +9%
AIC
198
Archer Investment Corporation
Indiana
$366
Prudential Financial
199
Prudential Financial
New Jersey
-$47.7M -1,249,042 Closed
Citadel Advisors
200
Citadel Advisors
Florida
-$44.7M -1,169,237 Closed

USHY Hedge Fund Activity: Q3 2020 in Review

200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2020, worth a combined $4.03B — up 22% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new USHY positions and 21 closed out — a net gain of 40 holders — while 87 added to existing stakes and 33 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $56M.

  • 200 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2020, up from 161 in Q2 2020.
  • Funds reported $4.03B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 61 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2020 and 21 closed out, a net change of +40 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2020 was TD Ameritrade Investment Management, an estimated $280M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2020 was UBS Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2020.