We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

286 hedge funds and large institutions have $4.84B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

13% more funds holding

Funds holding: 253286 (+33)

0.32% more ownership

Funds ownership: 65.88%66.2% (+0.32%)

1% less capital invested

Capital invested by funds: $4.9B → $4.84B (-$61.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $345K

Holders
286
Holders Change
+33
Holders Change %
+13.04%
% of All Funds
5.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
69
Increased
118
Reduced
71
Closed
36
Calls
Puts
$345K
Net Calls
-$345K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
WFC
201
Western Financial Corp
California
$258K +$257K +6,254 New
VA
202
Valmark Advisers
Ohio
$257K +$53.2K +1,292 +26%
SPC
203
Sigma Planning Corp
Michigan
$253K -$5.47K -133 -2%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$248K +$74.8K +1,816 +43%
RTS
205
Round Table Services
New Jersey
$247K -$82.3K -2,000 -25%
DWT
206
Dorsey & Whitney Trust
South Dakota
$247K +$247K +6,000 New
William Blair & Company
207
William Blair & Company
Illinois
$244K -$131K -3,187 -35%
VFM
208
Vivid Financial Management
California
$244K -$1.56K -38 -0.6%
Creative Planning
209
Creative Planning
Kansas
$244K +$244K +5,935 New
TCA
210
Transcend Capital Advisors
New Jersey
$229K -$58.1K -1,411 -20%
RA
211
RFG Advisory
Alabama
$225K -$27.5K -667 -11%
EWA
212
EP Wealth Advisors
California
$218K +$218K +5,293 New
CIAS
213
Capital Investment Advisory Services
North Carolina
$217K -$49.6K -1,204 -19%
WT
214
Whittier Trust
California
$216K
LA
215
Latitude Advisors
Florida
$215K -$659 -16 -0.3%
HT
216
Heritage Trust
Oklahoma
$205K +$2.72K +66 +1%
BAM
217
Belpointe Asset Management
Nevada
$153K +$39.8K +968 +35%
WP
218
WealthShield Partners
North Carolina
$147K -$533K -12,941 -78%
GTAM
219
Global Trust Asset Management
Florida
$119K +$119K +2,896 New
WTC
220
WhitTier Trust Company
Nevada
$84K +$16.5K +400 +24%
AF
221
Advisornet Financial
Minnesota
$76K -$123 -3 -0.2%
IRC
222
Investors Research Corp
Georgia
$72K
Northern Trust
223
Northern Trust
Illinois
$70K +$6.94M +168,669 New
AIP
224
Ameritas Investment Partners
Nebraska
$66K +$1.81K +44 +3%
LGWM
225
Litman Gregory Wealth Management
California
$64K +$63.6K +1,545 New

USHY Hedge Fund Activity: Q1 2021 in Review

286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2021, worth a combined $4.84B — down 1.3% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new USHY positions and 36 closed out — a net gain of 33 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $97.1M. The largest seller was BlackRock, cutting an estimated $200M.

  • 286 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2021, up from 253 in Q4 2020.
  • Funds reported $4.84B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 69 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2021 and 36 closed out, a net change of +33 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $97.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2021 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2021.