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iShares Broad USD High Yield Corporate Bond ETF

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53%85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$2.25M +$2.04M +54,854 +881%
VAG
202
VisionPoint Advisory Group
Texas
$2.2M -$160K -4,290 -7%
AAS
203
Asset Allocation Strategies
Michigan
$2.19M +$2.2M +59,145 New
SWP
204
Stratos Wealth Partners
Ohio
$2.16M +$150K +4,033 +7%
LFAS
205
Level Four Advisory Services
Texas
$2.12M -$180K -4,842 -8%
UA
206
Unison Advisors
District of Columbia
$2.09M +$76K +2,043 +4%
WIA
207
World Investment Advisors
California
$2.06M +$161K +4,335 +8%
NWWA
208
New Wave Wealth Advisors
Arkansas
$2.03M +$85.9K +2,309 +4%
AOCA
209
Angel Oak Capital Advisors
Georgia
$2M +$2.02M +54,380 New
VCP
210
Verus Capital Partners
Arizona
$1.99M +$57.3K +1,542 +3%
NEAM
211
New England Asset Management
Connecticut
$1.96M
LFP
212
Leeward Financial Partners
Washington
$1.89M +$111K +2,989 +6%
CCP
213
Clarity Capital Partners
California
$1.88M +$75.3K +2,024 +4%
GSEP
214
Golden State Equity Partners
California
$1.81M +$1.61M +43,257 +739%
SOWBOCOPL
215
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$1.79M
OHWP
216
Oak Harbor Wealth Partners
North Carolina
$1.74M -$22K -592 -1%
UBP
217
Union Bancaire Privee
Switzerland
$1.73M +$1.75M +47,000 New
PAS
218
Park Avenue Securities
New York
$1.72M +$305K +8,211 +21%
DC
219
Davenport & Co
Virginia
$1.71M +$670K +18,008 +63%
PIMG
220
Patriot Investment Management Group
Tennessee
$1.69M +$396K +10,643 +30%
MW
221
Marcum Wealth
Ohio
$1.68M -$479K -12,890 -22%
KAS
222
Kestra Advisory Services
Texas
$1.66M -$3.88M -104,436 -70%
HNWAG
223
High Net Worth Advisory Group
Florida
$1.63M -$17.9K -480 -1%
BBA
224
Braun-Bostich & Associates
Pennsylvania
$1.62M +$11.7K +315 +0.7%
VCA
225
Verdence Capital Advisors
Maryland
$1.62M -$785K -21,116 -32%

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.