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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
CSM Advisors
Pennsylvania
$627K
NRA
202
NSI Retail Advisors
Pennsylvania
$627K
Natixis Advisors
203
Natixis Advisors
Massachusetts
$626K -$140K -3,983 -18%
GCA
204
Genesee Capital Advisors
New York
$619K -$4.4K -125 -0.7%
AWM
205
Adams Wealth Management
Utah
$617K -$340K -9,679 -36%
LAM
206
LifePro Asset Management
California
$613K
PAS
207
Park Avenue Securities
New York
$573K -$84.9K -2,415 -13%
NFP
208
Narus Financial Partners
Utah
$573K +$11.7K +332 +2%
DFA
209
DHK Financial Advisors
New Hampshire
$564K -$337K -9,576 -38%
SPWG
210
Syntegra Private Wealth Group
Missouri
$559K +$29.6K +842 +6%
HGERS
211
Householder Group Estate & Retirement Specialist
Arizona
$547K +$541K +15,386 New
LRWA
212
Long Run Wealth Advisors
New York
$532K
OIA
213
OneDigital Investment Advisors
Kansas
$497K +$157K +4,454 +47%
Mariner
214
Mariner
Kansas
$482K -$180K -5,117 -27%
MCI
215
MRP Capital Investments
Georgia
$478K +$473K +13,440 New
PWM
216
Provident Wealth Management
Tennessee
$476K -$8.65K -246 -2%
FANJ
217
Financial Architects (New Jersey)
New Jersey
$473K +$20.5K +584 +5%
AWM
218
Avaii Wealth Management
Wisconsin
$473K +$115K +3,263 +32%
GFS
219
GYL Financial Synergies
Connecticut
$427K -$2.59M -73,739 -86%
WAM
220
Wakefield Asset Management
Colorado
$418K +$12.9K +368 +3%
AG
221
Ascent Group
Virginia
$407K -$26.1K -743 -6%
BWAM
222
Boyd Watterson Asset Management
Ohio
$407K -$764K -21,727 -66%
MFG
223
Merit Financial Group
Georgia
$406K +$58.9K +1,676 +17%
CA
224
Continuum Advisory
Idaho
$406K +$13.7K +390 +4%
FIM
225
Freedom Investment Management
Connecticut
$399K -$87.1K -2,476 -18%

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.