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iShares Broad USD High Yield Corporate Bond ETF

500 hedge funds and large institutions have $17.1B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

64% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 136

59% more capital invested

Capital invested by funds: $10.7B → $17.1B (+$6.35B)

7.61% more ownership

Funds ownership: 80.92%88.53% (+7.6%)

6% more funds holding

Funds holding: 470500 (+30)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

Holders
500
Holders Change
+30
Holders Change %
+6.38%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
83
Increased
223
Reduced
136
Closed
49
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
176
Oppenheimer & Co
New York
$2.51M -$760K -20,564 -24%
MFG
177
Merit Financial Group
Georgia
$2.51M -$57.1K -1,546 -2%
CIA
178
Concurrent Investment Advisors
Florida
$2.47M +$329K +8,904 +16%
VCA
179
Verdence Capital Advisors
Maryland
$2.45M +$327K +8,855 +16%
SLI
180
Sumitomo Life Insurance
Japan
$2.42M -$35M -947,800 -94%
VAG
181
VisionPoint Advisory Group
Texas
$2.41M +$2.37M +64,090 New
OWA
182
Octavia Wealth Advisors
Ohio
$2.41M +$628K +16,984 +36%
LFAS
183
Level Four Advisory Services
Texas
$2.32M +$214K +5,805 +10%
CPRC
184
Consolidated Portfolio Review Corp
New York
$2.29M +$114K +3,078 +5%
DW
185
Dodds Wealth
Colorado
$2.25M -$1.66M -44,942 -43%
MW
186
Marcum Wealth
Ohio
$2.2M +$600K +16,235 +38%
BCI
187
Brinker Capital Investments
Pennsylvania
$2.18M +$267K +7,238 +14%
OPS
188
Orion Portfolio Solutions
Nebraska
$2.18M +$267K +7,238 +14%
HH
189
Hilltop Holdings
Texas
$2.15M +$858K +23,212 +68%
IAN
190
Integrated Advisors Network
Texas
$2.12M +$261K +7,059 +14%
SW
191
Simplicity Wealth
New Jersey
$2.12M -$4.48M -121,292 -68%
SWP
192
Stratos Wealth Partners
Ohio
$2.06M +$240K +6,483 +13%
UA
193
Unison Advisors
District of Columbia
$2.06M +$65.1K +1,761 +3%
Natixis Advisors
194
Natixis Advisors
Massachusetts
$2.06M +$239K +6,456 +13%
HighTower Advisors
195
HighTower Advisors
Illinois
$2.02M -$3.04M -82,182 -60%
GKWIM
196
Gerber Kawasaki Wealth & Investment Management
California
$2.02M +$1.01M +27,396 +105%
NEAM
197
New England Asset Management
Connecticut
$2M
NWWA
198
New Wave Wealth Advisors
Arkansas
$1.99M +$51K +1,381 +3%
HOWA
199
Heritage Oak Wealth Advisors
Florida
$1.99M +$1.96M +52,946 New
NA
200
NewEdge Advisors
Louisiana
$1.99M -$1.05M -28,450 -35%

USHY Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2024, worth a combined $17.1B — up 59% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new USHY positions and 49 closed out — a net gain of 34 holders — while 223 added to existing stakes and 136 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.3B. The largest seller was TIAA Trust, National Association, cutting an estimated $476M.

  • 500 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2024, up from 470 in Q2 2024.
  • Funds reported $17.1B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2024, up 59% quarter-over-quarter.
  • 83 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2024 and 49 closed out, a net change of +34 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.3B added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $476M sold.

Based on aggregated 13F filings for Q3 2024.