We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

68 hedge funds and large institutions have $1.15B invested in iShares Broad USD High Yield Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

77% more capital invested

Capital invested by funds: $650M → $1.15B (+$497M)

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

62% more funds holding

Funds holding: 4268 (+26)

10.32% less ownership

Funds ownership: 93.03%82.71% (-10%)

Holders
68
Holders Change
+26
Holders Change %
+61.9%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
34
Increased
20
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$403M +$399M +9,839,350 +509,283%
Bank of America
2
Bank of America
North Carolina
$390M +$25.7M +634,865 +7%
CSIA
3
Charles Schwab Investment Advisory
California
$146M -$38.3M -945,778 -21%
WI
4
WBI Investments
New Jersey
$60.7M +$60.1M +1,482,625 New
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$39.1M -$2.18M -53,862 -5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$30.2M -$5.87M -144,822 -17%
EWA
7
ERTS Wealth Advisors
Michigan
$14.5M +$1.42M +35,020 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.19M +$7.88M +194,269 +643%
RIM
9
Redwood Investment Management
Arizona
$8.58M +$8.49M +209,517 New
US Bancorp
10
US Bancorp
Minnesota
$5.32M +$4.99M +123,160 +1,796%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$4.5M +$2.52M +62,066 +129%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.35M +$4.01M +98,957 +1,366%
FMT
13
First Mercantile Trust
Tennessee
$3.64M +$2.96M +73,126 +466%
SAM
14
Securian Asset Management
Minnesota
$3.05M -$41 -1 -0%
NFG
15
Next Financial Group
Texas
$2.6M +$2.58M +63,586 New
CCMG
16
Clark Capital Management Group
Pennsylvania
$2.42M +$98.8K +2,436 +4%
VCM
17
Virtue Capital Management
Tennessee
$2.37M +$2.35M +57,983 New
PFM
18
Phillips Financial Management
Indiana
$1.98M +$322K +7,932 +20%
MGIA
19
Moneta Group Investment Advisors
Missouri
$1.65M +$1.64M +40,327 New
SMM
20
Stadion Money Management
Georgia
$1.55M -$115K -2,840 -7%
WP
21
WealthSource Partners
California
$1.24M +$1.22M +30,201 New
NGA
22
Naples Global Advisors
Florida
$1.14M +$1.13M +27,785 New
Ameriprise
23
Ameriprise
Minnesota
$1.1M +$47.6K +1,173 +5%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$1M +$995K +24,544 New
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$972K +$142K +3,510 +17%

USHY Hedge Fund Activity: Q2 2019 in Review

68 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2019, worth a combined $1.15B — up 77% from $650M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new USHY positions and 8 closed out — a net gain of 26 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $399M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $38.3M.

  • 68 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2019, up from 42 in Q1 2019.
  • Funds reported $1.15B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2019, up 77% quarter-over-quarter.
  • 34 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2019 and 8 closed out, a net change of +26 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2019 was UBS Group, an estimated $399M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2019 was Charles Schwab Investment Advisory, an estimated $38.3M sold.

Based on aggregated 13F filings for Q2 2019.