USHY icon

iShares Broad USD High Yield Corporate Bond ETF
USHY

Overview Fund Activity

446 hedge funds and large institutions have $10.4B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 167 increasing their positions, 134 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+41
Holders Change %
+10.12%
% of All Funds
6.54%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.4%
New
91
Increased
167
Reduced
134
Closed
45
Calls
$305K
Puts
–
Net Calls
+$305K
Net Calls Change
+$336K

Top Buyers

1
BlackRock
BlackRock
New York
+$717M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$568M
3
Morgan Stanley
Morgan Stanley
New York
+$196M
4
KAM
Kensington Asset Management
Texas
+$186M
5
TC
Toews Corporation
New Jersey
+$114M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$273M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$89.1M
3
Charles Schwab
Charles Schwab
California
-$39M
4
VWM
Venturi Wealth Management
Texas
-$20.6M
5
JFG
Jefferies Financial Group
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
176
Cottonwood Capital Advisors
Utah
$1.59M +$476K +13,105 +43%
LFAS
177
Level Four Advisory Services
Texas
$1.59M +$74.1K +2,039 +5%
NGA
178
Naples Global Advisors
Florida
$1.56M -$285K -7,840 -15%
LFP
179
Leeward Financial Partners
Washington
$1.54M +$51.1K +1,407 +3%
HNWAG
180
High Net Worth Advisory Group
Florida
$1.52M +$11.9K +327 +0.8%
VC
181
Vicus Capital
Pennsylvania
$1.51M -$144K -3,964 -9%
CCP
182
Clarity Capital Partners
California
$1.51M +$1.51M +41,485 New
HF
183
HRT Financial
New York
$1.51M +$1M +27,623 +200%
VCP
184
Verus Capital Partners
Arizona
$1.45M +$31K +854 +2%
OHWP
185
Oak Harbor Wealth Partners
North Carolina
$1.44M -$204K -5,603 -12%
AHSSHC
186
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.42M -$89.1M -2,452,500 -98%
PPWP
187
Premier Path Wealth Partners
New Jersey
$1.42M +$1.42M +37,023 New
MWM
188
Mission Wealth Management
California
$1.38M -$223K -6,125 -14%
PFG
189
PAX Financial Group
Texas
$1.31M +$1.31M +36,036 New
CST
190
Charles Schwab Trust
Nevada
$1.3M +$379K +10,413 +41%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$1.29M +$310K +8,529 +32%
SI
192
Saxon Interests
Texas
$1.28M +$1.28M +35,335 New
LGWM
193
Litman Gregory Wealth Management
California
$1.28M +$133K +3,658 +12%
FA
194
FDx Advisors
Illinois
$1.26M +$389K +10,707 +45%
CPL
195
CAP Partners LLC
Tennessee
$1.26M +$1.26M +34,665 New
CA
196
Cetera Advisors
Colorado
$1.25M +$228K +6,272 +22%
FHA
197
First Horizon Advisors
Tennessee
$1.2M +$1.2M +32,925 +36,994%
PAG
198
Private Advisor Group
New Jersey
$1.18M +$282K +7,760 +31%
GFG
199
Goldstone Financial Group
Illinois
$1.18M -$153K -4,209 -11%
WIP
200
WealthCare Investment Partners
Rhode Island
$1.18M +$50.4K +1,391 +4%
6 7
8
9 10