iShares Broad USD High Yield Corporate Bond ETF
USHY
323 hedge funds and large institutions have $5.68B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 143 increasing their positions, 80 reducing their positions, and 35 closing their positions.
131% more capital inflows, than outflows
Capital inflows: $732M | Capital outflows: $317M
79% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 80
43% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 35
6.01% more ownership
Funds ownership: 65.55% → 71.56% (+6%)
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
3% more funds holding
Funds holding: 314 → 323 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$158M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$97.5M |
| 3 |
Allstate Corporation
Northbrook,
Illinois
|
+$85.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$63.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$50.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$110M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$29.1M |
| 3 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$20.5M |
| 4 |
CMF
Counterpoint Mutual Funds
San Diego,
California
|
-$17.8M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$17.5M |
USHY Hedge Fund Activity: Q3 2021 in Review
323 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2021, worth a combined $5.68B — up 3.3% from $5.5B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new USHY positions and 35 closed out — a net gain of 15 holders — while 143 added to existing stakes and 80 trimmed.
The largest buyer was Bank of America, adding an estimated $158M. The largest seller was Citigroup, cutting an estimated $110M.
- 323 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2021, up from 314 in Q2 2021.
- Funds reported $5.68B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2021, up 3.3% quarter-over-quarter.
- 50 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2021 and 35 closed out, a net change of +15 holders.
- The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $158M added.
- The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2021 was Citigroup, an estimated $110M sold.
Based on aggregated 13F filings for Q3 2021.