We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF
USHY

323 hedge funds and large institutions have $5.69B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 81

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

6.01% more ownership

Funds ownership: 65.55% → 71.56% (+6%)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

3% more funds holding

Funds holding: 315 → 323 (+8)

3% more capital invested

Capital invested by funds: $5.51B → $5.69B (+$182M)

Holders
323
Holders Change
+8
Holders Change %
+2.54%
% of All Funds
5.65%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
50
Increased
142
Reduced
81
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$158M
2
Northern Trust
Northern Trust
Illinois
+$97.5M
3
AC
Allstate Corporation
Illinois
+$85.8M
4
LPL Financial
LPL Financial
California
+$63.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.1M

Top Sellers

1
Citigroup
Citigroup
New York
-$110M
2
WI
WBI Investments
New Jersey
-$29.1M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$20.5M
4
CMF
Counterpoint Mutual Funds
California
-$17.8M
5
MIS
Morningstar Investment Services
Illinois
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
201
FLC Capital Advisors
California
$371K -$97.7K -2,351 -21%
AP
202
Advisor Partners
California
$356K – – –
PCS
203
Personal CFO Solutions
New Jersey
$355K -$13.4K -323 -4%
ATC
204
Argent Trust Co
Tennessee
$353K +$117K +2,805 +49%
LA
205
LexAurum Advisors
Kansas
$340K -$30.2K -727 -8%
CPIG
206
Chicago Partners Investment Group
Illinois
$340K +$11.3K +272 +3%
PIA
207
Pinion Investment Advisors
Kansas
$332K +$13.3K +321 +4%
LWM
208
Laidlaw Wealth Management
New York
$319K +$2.41K +58 +0.8%
WWM
209
WT Wealth Management
Arizona
$304K – – –
QC
210
QCM Cayman
Texas
$304K +$304K +7,319 New
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$283K -$44.1K -1,060 -14%
SPC
212
Sigma Planning Corp
Michigan
$276K -$3.24K -78 -1%
CM
213
Columbus Macro
Pennsylvania
$271K -$7.36K -177 -3%
PBF
214
Petix & Botte Financial
California
$268K +$270K +6,505 New
Prudential Financial
215
Prudential Financial
New Jersey
$260K +$259K +6,227 New
WIA
216
World Investment Advisors
California
$255K +$255K +6,135 New
ACP
217
Aveo Capital Partners
Colorado
$253K +$253K +6,095 New
SW
218
SteelPeak Wealth
California
$252K +$252K +6,070 New
SAMC
219
Spectrum Asset Management (California)
California
$252K +$253K +6,080 New
DWT
220
Dorsey & Whitney Trust
South Dakota
$249K – – –
RTS
221
Round Table Services
New Jersey
$249K – – –
PIMG
222
Patriot Investment Management Group
Tennessee
$248K – – –
NA
223
NewEdge Advisors
Louisiana
$248K +$12.6K +304 +5%
CIAS
224
Capital Investment Advisory Services
North Carolina
$232K – – –
ASN
225
Advisory Services Network
Georgia
$228K +$6.4K +154 +3%
7 8
9
10 11

USHY Hedge Fund Activity: Q3 2021 in Review

323 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2021, worth a combined $5.69B — up 3.3% from $5.51B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USHY positions and 36 closed out — a net gain of 14 holders — while 142 added to existing stakes and 81 trimmed.

The largest buyer was Bank of America, adding an estimated $158M. The largest seller was Citigroup, cutting an estimated $110M.

  • 323 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $5.69B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 50 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2021 and 36 closed out, a net change of +14 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $158M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2021 was Citigroup, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2021.