iShares Broad USD High Yield Corporate Bond ETF
USHY
160 hedge funds and large institutions have $2.74B invested in iShares Broad USD High Yield Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 66 increasing their positions, 26 reducing their positions, and 25 closing their positions.
154% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 26
128% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 25
23% more funds holding
Funds holding: 130 → 160 (+30)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
19% more capital invested
Capital invested by funds: $2.3B → $2.74B (+$435M)
4.97% less ownership
Funds ownership: 80.66% → 75.69% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$165M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$134M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$119M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$76.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$76.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$170M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$57.6M |
| 3 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
-$52.2M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$17.1M |
| 5 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$7.32M |
USHY Hedge Fund Activity: Q1 2020 in Review
160 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2020, worth a combined $2.74B — up 19% from $2.3B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new USHY positions and 25 closed out — a net gain of 32 holders — while 66 added to existing stakes and 26 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $165M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $170M.
- 160 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2020, up from 130 in Q4 2019.
- Funds reported $2.74B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2020, up 19% quarter-over-quarter.
- 57 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2020 and 25 closed out, a net change of +32 holders.
- The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2020 was AssetMark Inc, an estimated $165M added.
- The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $170M sold.
Based on aggregated 13F filings for Q1 2020.