iShares Broad USD High Yield Corporate Bond ETF
USHY
314 hedge funds and large institutions have $5.5B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 154 increasing their positions, 60 reducing their positions, and 32 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 60
94% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 32
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
14% more capital invested
Capital invested by funds: $4.84B → $5.5B (+$665M)
10% more funds holding
Funds holding: 286 → 314 (+28)
0.65% less ownership
Funds ownership: 66.2% → 65.55% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$318M |
| 2 |
Citigroup
New York
|
+$106M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$64.2M |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
+$53.8M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$51.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$78.4M |
| 2 |
FRBONY
Federal Reserve Bank of New York
New York
|
-$64.1M |
| 3 |
BlackRock
New York
|
-$63.7M |
| 4 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$57.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$39.9M |
USHY Hedge Fund Activity: Q2 2021 in Review
314 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2021, worth a combined $5.5B — up 14% from $4.84B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new USHY positions and 32 closed out — a net gain of 30 holders — while 154 added to existing stakes and 60 trimmed.
The largest buyer was TIAA FSB, adding an estimated $318M. The largest seller was Charles Schwab, cutting an estimated $78.4M.
- 314 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2021, up from 286 in Q1 2021.
- Funds reported $5.5B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
- 62 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2021 and 32 closed out, a net change of +30 holders.
- The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2021 was TIAA FSB, an estimated $318M added.
- The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2021 was Charles Schwab, an estimated $78.4M sold.
Based on aggregated 13F filings for Q2 2021.