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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
G
176
Gainplan
Michigan
$955K -$107K -3,030 -10%
KAS
177
Kestra Advisory Services
Texas
$942K -$291K -8,261 -24%
WIP
178
WealthCare Investment Partners
Rhode Island
$924K +$74.6K +2,121 +9%
SF
179
Summit Financial
New Jersey
$912K -$100K -2,847 -10%
AllianceBernstein
180
AllianceBernstein
Tennessee
$871K -$3.75M -106,694 -81%
MSAGDF
181
Moneda SA Administradora General de Fondos
Chile
$861K +$852K +24,220 New
WS
182
Wedbush Securities
California
$859K -$1.2K -34 -0.1%
V
183
Veritable
Delaware
$850K +$237K +6,735 +39%
CBFP
184
Cedar Brook Financial Partners
Ohio
$846K +$31.5K +897 +4%
KBFS
185
Kohmann Bosshard Financial Services
Ohio
$834K -$57.8K -1,643 -7%
Millennium Management
186
Millennium Management
New York
$828K -$77.1M -2,191,364 -99%
GFG
187
Goldstone Financial Group
Illinois
$806K +$798K +22,686 New
WWG
188
West Wealth Group
California
$783K -$9.25K -263 -1%
DWM
189
Defined Wealth Management
Oregon
$777K +$769K +21,857 New
PG
190
Patten Group
Tennessee
$751K -$66.6K -1,894 -8%
CST
191
Charles Schwab Trust
Nevada
$738K +$122K +3,469 +20%
SEIA
192
Signature Estate & Investment Advisors
California
$712K -$677K -19,260 -49%
Principal Financial Group
193
Principal Financial Group
Iowa
$707K +$227K +6,450 +48%
LSA
194
L & S Advisors
California
$691K +$684K +19,451 New
SPIA
195
Steward Partners Investment Advisory
New York
$686K -$5.03K -143 -0.7%
DC
196
Davenport & Co
Virginia
$677K +$39K +1,110 +6%
KPWS
197
Kestra Private Wealth Services
Texas
$663K +$192K +5,465 +41%
AWM
198
Apollon Wealth Management
South Carolina
$660K -$32.3K -918 -5%
CPIG
199
Chicago Partners Investment Group
Illinois
$647K +$396K +11,251 +159%
SFC
200
Strategic Financial Concepts
Texas
$640K +$633K +18,006 New

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.