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iShares Broad USD High Yield Corporate Bond ETF

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more funds holding

Funds holding: 453470 (+17)

0.51% more ownership

Funds ownership: 80.4%80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$1.37M -$20.1K -557 -1%
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$1.37M +$48.8K +1,351 +4%
ATPW
203
Ashton Thomas Private Wealth
Arizona
$1.37M -$533K -14,739 -28%
WIP
204
WealthCare Investment Partners
Rhode Island
$1.36M +$64.2K +1,775 +5%
M&T Bank
205
M&T Bank
New York
$1.32M -$394K -10,900 -23%
LGWM
206
Litman Gregory Wealth Management
California
$1.28M +$2.42K +67 +0.2%
CST
207
Charles Schwab Trust
Nevada
$1.27M -$7.92K -219 -0.6%
SI
208
Saxon Interests
Texas
$1.26M +$7.88K +218 +0.6%
MWM
209
Mission Wealth Management
California
$1.24M -$389K -10,749 -24%
HH
210
Hilltop Holdings
Texas
$1.23M -$454K -12,552 -27%
TA
211
TFB Advisors
Kansas
$1.21M +$1.2M +33,236 New
CFGS
212
Concourse Financial Group Securities
Alabama
$1.18M -$72.2K -1,998 -6%
PIMG
213
Patriot Investment Management Group
Tennessee
$1.16M +$64.9K +1,795 +6%
GFG
214
Goldstone Financial Group
Illinois
$1.15M +$282K +7,805 +32%
AFP
215
Ausdal Financial Partners
Iowa
$1.15M +$530K +14,657 +86%
KPWS
216
Kestra Private Wealth Services
Texas
$1.14M -$795 -22 -0.1%
PAG
217
Private Advisor Group
New Jersey
$1.09M -$55.1K -1,523 -5%
MCI
218
MRP Capital Investments
Georgia
$1.07M +$1.07M +29,567 New
WIA
219
Wetzel Investment Advisors
Indiana
$1.07M +$31.9K +881 +3%
NGA
220
Naples Global Advisors
Florida
$1.05M -$280K -7,735 -21%
SFS
221
Sowell Financial Services
Arkansas
$1.01M -$1.27M -35,182 -56%
UCFA
222
United Capital Financial Advisors
Texas
$1.01M -$27.3K -755 -3%
CPIG
223
Chicago Partners Investment Group
Illinois
$969K -$60.6K -1,675 -6%
GKWIM
224
Gerber Kawasaki Wealth & Investment Management
California
$949K +$257K +7,101 +37%
AI
225
Atria Investments
North Carolina
$937K +$934K +25,839 New

USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.