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iShares Broad USD High Yield Corporate Bond ETF

200 hedge funds and large institutions have $4.03B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 21

164% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 33

24% more funds holding

Funds holding: 161200 (+39)

22% more capital invested

Capital invested by funds: $3.3B → $4.03B (+$727M)

7.37% more ownership

Funds ownership: 62.29%69.66% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
200
Holders Change
+39
Holders Change %
+24.22%
% of All Funds
4.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
61
Increased
87
Reduced
33
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
201
Qube Research & Technologies (QRT)
United Kingdom
-$8.1M -211,904 Closed
TC
202
Toews Corporation
New Jersey
-$3.63M -95,000 Closed
FTUS
203
Flow Traders U.S.
New York
-$1.8M -47,110 Closed
SF
204
Synovus Financial
Georgia
-$1.54M -40,414 Closed
UCFA
205
United Capital Financial Advisors
Texas
-$922K -24,122 Closed
OMC
206
Old Mission Capital
Illinois
-$764K -19,996 Closed
IF
207
Intrua Financial
Texas
-$321K -8,113 Closed
RA
208
RFG Advisory
Alabama
-$294K -7,682 Closed
GC
209
Garde Capital
Washington
-$286K -7,480 Closed
CFG
210
Citizens Financial Group
Rhode Island
-$102K -2,674 Closed
CAN
211
Cetera Advisor Networks
California
-$40K -1,059 Closed
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
-$31K -822 Closed
VFA
213
Valeo Financial Advisors
Indiana
-$4K -98 Closed
BWM
214
BerganKDV Wealth Management
Minnesota
-$3K -83 Closed
MA
215
MCF Advisors
Kentucky
-$3K -83 Closed
PWP
216
Principle Wealth Partners
Connecticut
-$3K -76 Closed
DOA
217
D'Orazio & Associates
Virginia
-$1K -33 Closed
RDWM
218
Red Door Wealth Management
Tennessee
-$1K -33 Closed
CAGAS
219
Capital Advisory Group Advisory Services
Minnesota
+$79 +2 New
ADL
220
Asset Dedication LLC
California
+$276 +7 New
FFA
221
Founders Financial Alliance
North Carolina
+$276 +7 New
PCS
222
Personal CFO Solutions
New Jersey
+$298K +7,537 New

USHY Hedge Fund Activity: Q3 2020 in Review

200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2020, worth a combined $4.03B — up 22% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new USHY positions and 21 closed out — a net gain of 40 holders — while 87 added to existing stakes and 33 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $56M.

  • 200 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2020, up from 161 in Q2 2020.
  • Funds reported $4.03B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 61 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2020 and 21 closed out, a net change of +40 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2020 was TD Ameritrade Investment Management, an estimated $280M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2020 was UBS Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2020.