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iShares Broad USD High Yield Corporate Bond ETF

350 hedge funds and large institutions have $5.13B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 101

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 359350 (-9)

9.38% less ownership

Funds ownership: 74.87%65.49% (-9.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

18% less capital invested

Capital invested by funds: $6.23B → $5.13B (-$1.11B)

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
68
Increased
128
Reduced
101
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
176
Orion Portfolio Solutions
Nebraska
$736K -$68.4K -1,732 -8%
PIA
177
Pinion Investment Advisors
Kansas
$734K +$210K +5,307 +39%
BWAM
178
Boyd Watterson Asset Management
Ohio
$730K -$368K -9,315 -33%
LRWA
179
Long Run Wealth Advisors
New York
$719K +$11K +279 +2%
VCP
180
Verus Capital Partners
Arizona
$692K +$744K +18,835 New
WIA
181
World Investment Advisors
California
$685K +$199K +5,041 +40%
PWM
182
Provident Wealth Management
Tennessee
$664K -$43.3K -1,096 -6%
WFA
183
WMG Financial Advisors
Tennessee
$645K +$655K +16,565 New
LA
184
Latitude Advisors
Florida
$642K +$200K +5,073 +44%
EA
185
Emerald Advisors
Washington
$632K +$7.75K +196 +1%
NL
186
NWAM LLC
Washington
$613K +$624K +15,783 New
CAG
187
Csenge Advisory Group
Florida
$587K -$674K -17,059 -53%
FIM
188
Freedom Investment Management
Connecticut
$587K -$18.1K -458 -3%
SLWA
189
San Luis Wealth Advisors
California
$581K
KPWS
190
Kestra Private Wealth Services
Texas
$575K -$53.1K -1,343 -8%
WWM
191
Western Wealth Management
Colorado
$574K -$713K -18,055 -55%
SFG
192
Sovereign Financial Group
Connecticut
$558K -$222K -5,611 -28%
TCM
193
Triumph Capital Management
Colorado
$558K +$567K +14,351 New
AWM
194
Adams Wealth Management
Utah
$538K +$9.6K +243 +2%
RFG
195
Range Financial Group
Oregon
$532K -$65K -1,644 -11%
CWM
196
Congress Wealth Management
Massachusetts
$518K -$157K -3,984 -23%
WIP
197
WealthCare Investment Partners
Rhode Island
$509K +$159K +4,014 +43%
SW
198
SteelPeak Wealth
California
$501K +$223K +5,653 +78%
CIAS
199
Capital Investment Advisory Services
North Carolina
$501K +$289K +7,326 +132%
NA
200
Nottingham Advisors
New York
$498K -$1.19M -30,000 -70%

USHY Hedge Fund Activity: Q1 2022 in Review

350 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2022, worth a combined $5.13B — down 18% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of USHY and 68 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 128 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $81.1M. The largest seller was LPL Financial, cutting an estimated $436M.

  • 350 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $5.13B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 68 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $81.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $436M sold.

Based on aggregated 13F filings for Q1 2022.