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iShares Broad USD High Yield Corporate Bond ETF

350 hedge funds and large institutions have $5.13B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 101

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 359350 (-9)

9.38% less ownership

Funds ownership: 74.87%65.49% (-9.4%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

18% less capital invested

Capital invested by funds: $6.23B → $5.13B (-$1.11B)

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
68
Increased
128
Reduced
101
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
201
Allspring Global Investments
North Carolina
$493K
KBFS
202
Kohmann Bosshard Financial Services
Ohio
$491K +$231K +5,842 +86%
WAM
203
Wakefield Asset Management
Colorado
$489K +$46.9K +1,187 +10%
USCWA
204
U.S. Capital Wealth Advisors
Texas
$485K +$17.8K +450 +4%
RJTCONH
205
Raymond James Trust Company of New Hampshire
New Hampshire
$477K +$485K +12,280 New
Natixis Advisors
206
Natixis Advisors
Massachusetts
$475K +$68.9K +1,743 +17%
WP
207
WealthPLAN Partners
Nebraska
$471K -$73.9K -1,870 -13%
WIM
208
WealthPlan Investment Management
Nebraska
$471K +$502K +12,714 New
DWT
209
Dorsey & Whitney Trust
South Dakota
$466K
IA
210
IFG Advisory
Georgia
$461K +$469K +11,866 New
AG
211
Ascent Group
Virginia
$455K -$315K -7,967 -40%
CFGS
212
Concourse Financial Group Securities
Alabama
$454K +$7.23K +183 +2%
TCA
213
Transcend Capital Advisors
New Jersey
$451K +$263K +6,666 +135%
PBF
214
Petix & Botte Financial
California
$450K +$458K +11,582 New
AWA
215
Arkadios Wealth Advisors
Georgia
$447K -$5.33K -135 -1%
SIA
216
Strategic Investment Advisors
Michigan
$445K +$453K +11,464 New
PTC
217
Private Trust Company
Ohio
$433K -$806K -20,405 -65%
HWA
218
HHM Wealth Advisors
Tennessee
$431K
GWM
219
Geneos Wealth Management
Colorado
$427K -$33.9K -857 -7%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$419K +$183K +4,641 +76%
VAS
221
Vestmark Advisory Solutions
Massachusetts
$414K -$2.4M -60,671 -85%
MPW
222
Melone Private Wealth
Michigan
$399K -$334K -8,455 -44%
RIA
223
Regal Investment Advisors
Michigan
$396K +$84.1K +2,127 +26%
BAM
224
Belpointe Asset Management
Nevada
$391K -$85.7K -2,168 -18%
PA
225
PFG Advisors
Arizona
$388K -$6.64K -168 -2%

USHY Hedge Fund Activity: Q1 2022 in Review

350 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2022, worth a combined $5.13B — down 18% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of USHY and 68 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 128 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $81.1M. The largest seller was LPL Financial, cutting an estimated $436M.

  • 350 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $5.13B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 68 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $81.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $436M sold.

Based on aggregated 13F filings for Q1 2022.