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iShares Broad USD High Yield Corporate Bond ETF

500 hedge funds and large institutions have $17.1B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

64% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 136

59% more capital invested

Capital invested by funds: $10.7B → $17.1B (+$6.35B)

7.61% more ownership

Funds ownership: 80.92%88.53% (+7.6%)

6% more funds holding

Funds holding: 470500 (+30)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

Holders
500
Holders Change
+30
Holders Change %
+6.38%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
83
Increased
223
Reduced
136
Closed
49
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
201
Verus Capital Partners
Arizona
$1.98M +$167K +4,514 +9%
WIA
202
World Investment Advisors
California
$1.94M +$1.63M +44,059 +590%
CCP
203
Clarity Capital Partners
California
$1.84M +$235K +6,366 +15%
SOWBOCOPL
204
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$1.83M -$27.1M -734,116 -94%
LFP
205
Leeward Financial Partners
Washington
$1.82M +$71.4K +1,932 +4%
UBS AM
206
UBS AM
Illinois
$1.82M +$1.79M +48,333 New
OHWP
207
Oak Harbor Wealth Partners
North Carolina
$1.8M +$218K +5,892 +14%
GVAG
208
Great Valley Advisor Group
Delaware
$1.78M +$1.16M +31,391 +197%
AI
209
Atria Investments
North Carolina
$1.78M +$788K +21,324 +83%
HNWAG
210
High Net Worth Advisory Group
Florida
$1.69M +$95.3K +2,580 +6%
BBA
211
Braun-Bostich & Associates
Pennsylvania
$1.65M +$149K +4,021 +10%
KPWS
212
Kestra Private Wealth Services
Texas
$1.64M +$453K +12,264 +39%
GFG
213
Goldstone Financial Group
Illinois
$1.57M +$361K +9,765 +31%
WIP
214
WealthCare Investment Partners
Rhode Island
$1.53M +$138K +3,726 +10%
DWT
215
Dorsey & Whitney Trust
South Dakota
$1.51M +$887K +24,012 +150%
PAS
216
Park Avenue Securities
New York
$1.45M -$97.8K -2,648 -6%
AA
217
Advisory Alpha
Michigan
$1.45M -$5.03M -136,167 -78%
GAM
218
Gotham Asset Management
New York
$1.44M +$13.2K +356 +0.9%
ETC
219
Exchange Traded Concepts
Oklahoma
$1.34M +$1.32M +35,696 New
PIMG
220
Patriot Investment Management Group
Tennessee
$1.33M +$125K +3,395 +11%
ATPW
221
Ashton Thomas Private Wealth
Arizona
$1.32M -$93.9K -2,541 -7%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$1.32M -$105K -2,829 -7%
AFP
223
Ausdal Financial Partners
Iowa
$1.3M +$108K +2,910 +9%
M&T Bank
224
M&T Bank
New York
$1.3M -$68.1K -1,842 -5%
LGWM
225
Litman Gregory Wealth Management
California
$1.28M -$49.3K -1,333 -4%

USHY Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2024, worth a combined $17.1B — up 59% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new USHY positions and 49 closed out — a net gain of 34 holders — while 223 added to existing stakes and 136 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.3B. The largest seller was TIAA Trust, National Association, cutting an estimated $476M.

  • 500 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2024, up from 470 in Q2 2024.
  • Funds reported $17.1B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2024, up 59% quarter-over-quarter.
  • 83 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2024 and 49 closed out, a net change of +34 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.3B added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $476M sold.

Based on aggregated 13F filings for Q3 2024.