We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

286 hedge funds and large institutions have $4.84B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

13% more funds holding

Funds holding: 253286 (+33)

0.32% more ownership

Funds ownership: 65.88%66.2% (+0.32%)

1% less capital invested

Capital invested by funds: $4.9B → $4.84B (-$61.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $345K

Holders
286
Holders Change
+33
Holders Change %
+13.04%
% of All Funds
5.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
69
Increased
118
Reduced
71
Closed
36
Calls
Puts
$345K
Net Calls
-$345K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Arkadios Wealth Advisors
Georgia
$423K +$424K +10,293 New
HIP
177
HUB Investment Partners
Texas
$416K +$415K +10,089 New
GP
178
Geneva Partners
Wisconsin
$403K -$4.03K -98 -1%
BRWA
179
B. Riley Wealth Advisors
Florida
$379K -$12.1K -294 -3%
KBFS
180
Kohmann Bosshard Financial Services
Ohio
$373K -$4.94K -120 -1%
AP
181
Advisor Partners
California
$354K +$354K +8,596 New
UA
182
Unison Advisors
District of Columbia
$347K +$43K +1,045 +14%
MPM
183
Meritage Portfolio Management
Kansas
$343K
LA
184
LexAurum Advisors
Kansas
$342K +$88.6K +2,152 +35%
GC
185
Guggenheim Capital
Illinois
$339K +$339K +8,238 New
CI Investments Inc
186
CI Investments Inc
Ontario, Canada
$330K -$1.25M -30,300 -79%
PCS
187
Personal CFO Solutions
New Jersey
$329K +$947 +23 +0.3%
CPIG
188
Chicago Partners Investment Group
Illinois
$328K +$77.7K +1,888 +31%
PCM
189
Pointe Capital Management
Michigan
$322K +$322K +7,816 New
ICP
190
Interchange Capital Partners
Pennsylvania
$320K -$51.1K -1,242 -14%
APW
191
Austin Private Wealth
Texas
$308K -$176K -4,271 -36%
CM
192
Columbus Macro
Pennsylvania
$308K -$6.79K -165 -2%
PIA
193
Pinion Investment Advisors
Kansas
$308K +$1.36K +33 +0.4%
MFG
194
Menard Financial Group
Texas
$304K -$61.1K -1,484 -17%
WWM
195
WT Wealth Management
Arizona
$302K +$301K +7,322 New
AWM
196
Apollon Wealth Management
South Carolina
$289K +$288K +7,008 New
CFGS
197
Concourse Financial Group Securities
Alabama
$275K +$70.3K +1,707 +34%
CFD
198
Creative Financial Designs
Indiana
$272K +$22.8K +555 +9%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$263K +$171K +4,145 +184%
TC
200
Trilogy Capital
California
$261K +$261K +6,347 New

USHY Hedge Fund Activity: Q1 2021 in Review

286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2021, worth a combined $4.84B — down 1.3% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new USHY positions and 36 closed out — a net gain of 33 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $97.1M. The largest seller was BlackRock, cutting an estimated $200M.

  • 286 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2021, up from 253 in Q4 2020.
  • Funds reported $4.84B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 69 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2021 and 36 closed out, a net change of +33 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $97.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2021.