We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

315 hedge funds and large institutions have $5.51B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 60

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

14% more capital invested

Capital invested by funds: $4.84B → $5.51B (+$670M)

10% more funds holding

Funds holding: 286315 (+29)

0.65% less ownership

Funds ownership: 66.2%65.55% (-0.65%)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.48%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
62
Increased
155
Reduced
60
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMAS
201
PNC Managed Account Solutions
Texas
$406K +$402K +9,728 New
UWM
202
USAdvisors Wealth Management
Minnesota
$404K +$401K +9,706 New
KBFS
203
Kohmann Bosshard Financial Services
Ohio
$384K +$5.82K +141 +2%
MFG
204
Menard Financial Group
Texas
$381K +$72.3K +1,750 +24%
LA
205
LexAurum Advisors
Kansas
$372K +$25.6K +621 +7%
PCS
206
Personal CFO Solutions
New Jersey
$370K +$36.1K +875 +11%
MPM
207
Meritage Portfolio Management
Kansas
$362K +$15.2K +368 +4%
AP
208
Advisor Partners
California
$359K
CI Investments Inc
209
CI Investments Inc
Ontario, Canada
$334K
CPIG
210
Chicago Partners Investment Group
Illinois
$332K +$1.03K +25 +0.3%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$328K +$59.7K +1,446 +23%
PCA
212
Pallas Capital Advisors
Massachusetts
$326K +$326K +7,894 New
PIA
213
Pinion Investment Advisors
Kansas
$320K +$7.72K +187 +2%
CFD
214
Creative Financial Designs
Indiana
$318K +$41.5K +1,004 +15%
LWM
215
Laidlaw Wealth Management
New York
$318K +$315K +7,630 New
WWM
216
WT Wealth Management
Arizona
$305K
CFGS
217
Concourse Financial Group Securities
Alabama
$303K +$24.6K +596 +9%
WFC
218
Western Financial Corp
California
$286K +$24.9K +603 +10%
SPC
219
Sigma Planning Corp
Michigan
$281K +$24.6K +596 +10%
CM
220
Columbus Macro
Pennsylvania
$280K -$31.8K -771 -10%
SB
221
Strategic Blueprint
Georgia
$254K +$252K +6,095 New
AWM
222
Apollon Wealth Management
South Carolina
$251K -$41.4K -1,002 -14%
TRCT
223
Tower Research Capital (TRC)
New York
$251K +$249K +6,022 New
DWT
224
Dorsey & Whitney Trust
South Dakota
$250K
RTS
225
Round Table Services
New Jersey
$250K

USHY Hedge Fund Activity: Q2 2021 in Review

315 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2021, worth a combined $5.51B — up 14% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new USHY positions and 31 closed out — a net gain of 31 holders — while 155 added to existing stakes and 60 trimmed.

The largest buyer was TIAA FSB, adding an estimated $318M. The largest seller was Charles Schwab, cutting an estimated $78.4M.

  • 315 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2021, up from 286 in Q1 2021.
  • Funds reported $5.51B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 62 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2021 and 31 closed out, a net change of +31 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2021 was TIAA FSB, an estimated $318M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2021 was Charles Schwab, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2021.