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iShares Broad USD High Yield Corporate Bond ETF
USHY

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500 → 547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 30 → 32 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53% → 85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
+$685M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
+$516M
3
Morgan Stanley
Morgan Stanley
New York
+$392M
4
CMF
Counterpoint Mutual Funds
California
+$230M
5
OPAM
Ocean Park Asset Management
California
+$144M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.23B
2
BlackRock
BlackRock
New York
-$270M
3
TC
Toews Corporation
New Jersey
-$160M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$121M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$86.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
176
Gerber Kawasaki Wealth & Investment Management
California
$2.95M +$994K +26,739 +50%
MGIA
177
Moneta Group Investment Advisors
Missouri
$2.95M -$448K -12,056 -13%
BCM
178
Brookstone Capital Management
Illinois
$2.91M +$70.4K +1,892 +2%
WS
179
Wedbush Securities
California
$2.89M +$15.9K +428 +0.5%
HOWA
180
Heritage Oak Wealth Advisors
Florida
$2.88M +$939K +25,255 +48%
MFG
181
Merit Financial Group
Georgia
$2.85M +$405K +10,893 +16%
HH
182
Hilltop Holdings
Texas
$2.78M +$685K +18,429 +32%
KCM
183
Kathmere Capital Management
Pennsylvania
$2.77M -$10.1K -271 -0.4%
Millennium Management
184
Millennium Management
New York
$2.73M +$1.75M +46,969 +173%
VC
185
Vicus Capital
Pennsylvania
$2.67M +$207K +5,559 +8%
MOS
186
MGO One Seven
Ohio
$2.62M -$352K -9,466 -12%
CV
187
Counterweight Ventures
North Carolina
$2.55M +$76.8K +2,065 +3%
DW
188
Dodds Wealth
Colorado
$2.52M +$268K +7,196 +12%
OC
189
Oppenheimer & Co
New York
$2.52M +$70.8K +1,905 +3%
OWA
190
Octavia Wealth Advisors
Ohio
$2.51M +$160K +4,314 +7%
CIA
191
Concurrent Investment Advisors
Florida
$2.5M +$88.2K +2,372 +4%
GFG
192
Goldstone Financial Group
Illinois
$2.5M +$979K +26,313 +63%
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$2.41M -$202K -5,437 -8%
TF
194
TME Financial
California
$2.41M +$2.38M +64,001 New
BCI
195
Brinker Capital Investments
Pennsylvania
$2.4M +$272K +7,322 +13%
OPS
196
Orion Portfolio Solutions
Nebraska
$2.4M +$272K +7,322 +13%
IAN
197
Integrated Advisors Network
Texas
$2.37M +$300K +8,056 +14%
GVAG
198
Great Valley Advisor Group
Delaware
$2.35M +$612K +16,459 +35%
NA
199
NewEdge Advisors
Louisiana
$2.26M +$316K +8,504 +16%
CPRC
200
Consolidated Portfolio Review Corp
New York
$2.26M +$18.9K +509 +0.8%
6 7
8
9 10

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.