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iShares Broad USD High Yield Corporate Bond ETF
USHY

323 hedge funds and large institutions have $5.69B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 81

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

6.01% more ownership

Funds ownership: 65.55% → 71.56% (+6%)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

3% more funds holding

Funds holding: 315 → 323 (+8)

3% more capital invested

Capital invested by funds: $5.51B → $5.69B (+$182M)

Holders
323
Holders Change
+8
Holders Change %
+2.54%
% of All Funds
5.65%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
50
Increased
142
Reduced
81
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$158M
2
Northern Trust
Northern Trust
Illinois
+$97.5M
3
AC
Allstate Corporation
Illinois
+$85.8M
4
LPL Financial
LPL Financial
California
+$63.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.1M

Top Sellers

1
Citigroup
Citigroup
New York
-$110M
2
WI
WBI Investments
New Jersey
-$29.1M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$20.5M
4
CMF
Counterpoint Mutual Funds
California
-$17.8M
5
MIS
Morningstar Investment Services
Illinois
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
176
Stokes Family Office
Louisiana
$479K -$100K -2,409 -17%
VCM
177
Virtue Capital Management
Tennessee
$479K -$54K -1,300 -10%
Creative Planning
178
Creative Planning
Kansas
$477K +$73.4K +1,765 +18%
LA
179
Latitude Advisors
Florida
$476K +$252K +6,073 +113%
HWA
180
HHM Wealth Advisors
Tennessee
$461K -$181K -4,351 -28%
WAM
181
Wakefield Asset Management
Colorado
$456K +$14.3K +345 +3%
SFG
182
Sovereign Financial Group
Connecticut
$454K -$77.3K -1,859 -15%
BRWA
183
B. Riley Wealth Advisors
Florida
$453K +$31.2K +750 +7%
CST
184
Charles Schwab Trust
Nevada
$432K -$6.28K -151 -1%
PA
185
PFG Advisors
Arizona
$426K +$10.9K +262 +3%
SB
186
Strategic Blueprint
Georgia
$425K +$173K +4,157 +68%
PFGIA
187
Patriot Financial Group Insurance Agency
Massachusetts
$421K -$94.4K -2,272 -18%
GC
188
Gilbert & Cook
Iowa
$417K -$394K -9,482 -49%
MPM
189
Meritage Portfolio Management
Kansas
$417K +$56.4K +1,357 +16%
TFA
190
Teamwork Financial Advisors
Texas
$411K -$449K -10,798 -52%
GP
191
Geneva Partners
Wisconsin
$410K +$166 +4 +0%
CFGS
192
Concourse Financial Group Securities
Alabama
$408K +$106K +2,551 +35%
EA
193
Emerald Advisors
Washington
$406K +$406K +9,773 New
UWM
194
USAdvisors Wealth Management
Minnesota
$403K – – –
CWA
195
Centennial Wealth Advisory
Michigan
$391K -$44.6K -1,072 -10%
MFG
196
Menard Financial Group
Texas
$391K +$11.4K +274 +3%
IA
197
IFP Advisors
Florida
$380K +$344K +8,286 +866%
SIM
198
Stratos Investment Management
Ohio
$378K +$378K +9,107 New
KBFS
199
Kohmann Bosshard Financial Services
Ohio
$375K -$7.44K -179 -2%
Fisher Asset Management
200
Fisher Asset Management
Washington
$372K -$581K -13,978 -61%
6 7
8
9 10

USHY Hedge Fund Activity: Q3 2021 in Review

323 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2021, worth a combined $5.69B — up 3.3% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USHY positions and 36 closed out — a net gain of 14 holders — while 142 added to existing stakes and 81 trimmed.

The largest buyer was Bank of America, adding an estimated $158M. The largest seller was Citigroup, cutting an estimated $110M.

  • 323 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $5.69B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 50 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2021 and 36 closed out, a net change of +14 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $158M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2021 was Citigroup, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2021.