iShares Broad USD High Yield Corporate Bond ETF
USHY
13 hedge funds and large institutions have $76.2M invested in iShares Broad USD High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
30% more funds holding
Funds holding: 10 → 13 (+3)
17% more capital invested
Capital invested by funds: $65.1M → $76.2M (+$11.1M)
1.38% more ownership
Funds ownership: 33.56% → 34.94% (+1.4%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$9.32M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.69M |
| 3 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
+$2.98M |
| 4 |
VAM
Visionary Asset Management
Houston,
Texas
|
+$2.02M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$6.92M |
| 2 |
Jane Street
New York
|
-$1.6M |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$451K |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$282K |
| 5 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$213K |
USHY Hedge Fund Activity: Q3 2018 in Review
13 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2018, worth a combined $76.2M — up 17% from $65.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new USHY positions and 3 closed out — a net gain of 3 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Focused Wealth Management, opening a new position worth an estimated $9.32M. The largest seller was BlackRock, cutting an estimated $6.92M.
- 13 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2018, up from 10 in Q2 2018.
- Funds reported $76.2M of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2018, up 17% quarter-over-quarter.
- 6 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2018 and 3 closed out, a net change of +3 holders.
- The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2018 was Focused Wealth Management, an estimated $9.32M added.
- The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2018 was BlackRock, an estimated $6.92M sold.
Based on aggregated 13F filings for Q3 2018.