iShares Broad USD High Yield Corporate Bond ETF
USHY
42 hedge funds and large institutions have $650M invested in iShares Broad USD High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.
667% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 3
245% more capital invested
Capital invested by funds: $188M → $650M (+$462M)
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
91% more funds holding
Funds holding: 22 → 42 (+20)
23.14% more ownership
Funds ownership: 69.89% → 93.03% (+23%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$355M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$51.4M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$34.6M |
| 4 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
+$5.73M |
| 5 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$9.64M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$2.46M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$464K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$320K |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$295K |
USHY Hedge Fund Activity: Q1 2019 in Review
42 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2019, worth a combined $650M — up 245% from $188M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new USHY positions and 3 closed out — a net gain of 20 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $355M. The largest seller was Focused Wealth Management, cutting an estimated $9.64M.
- 42 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2019, up from 22 in Q4 2018.
- Funds reported $650M of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2019, up 245% quarter-over-quarter.
- 23 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2019 and 3 closed out, a net change of +20 holders.
- The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2019 was Bank of America, an estimated $355M added.
- The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2019 was Focused Wealth Management, an estimated $9.64M sold.
Based on aggregated 13F filings for Q1 2019.