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iShares Broad USD High Yield Corporate Bond ETF

359 hedge funds and large institutions have $6.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 71

123% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 35

11% more funds holding

Funds holding: 323359 (+36)

10% more capital invested

Capital invested by funds: $5.69B → $6.23B (+$546M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3.31% more ownership

Funds ownership: 71.56%74.87% (+3.3%)

Holders
359
Holders Change
+36
Holders Change %
+11.15%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.31%
New
78
Increased
162
Reduced
71
Closed
35
Calls
$185K
Puts
Net Calls
+$185K
Net Calls Change
+$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1B +$70.3M +1,709,979 +8%
LPL Financial
2
LPL Financial
California
$626M +$28.4M +691,727 +5%
RJA
3
Raymond James & Associates
Florida
$502M +$26.7M +649,826 +6%
Wells Fargo
4
Wells Fargo
California
$394M -$17.1M -416,244 -4%
TF
5
TIAA FSB
Florida
$359M +$18.1M +440,918 +5%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$328M -$27.1M -659,234 -8%
AHSSHC
7
Adventist Health System Sunbelt Healthcare Corp
Florida
$297M -$7.56M -183,900 -2%
APF
8
Alaska Permanent Fund
Alaska
$293M +$62.7M +1,525,000 +26%
BlackRock
9
BlackRock
New York
$226M +$205M +4,978,037 +961%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$209M +$10.2M +248,848 +5%
AC
11
Allstate Corporation
Illinois
$172M +$16.4M +400,000 +11%
UBS Group
12
UBS Group
Switzerland
$148M +$6.41M +155,930 +5%
AssetMark Inc
13
AssetMark Inc
California
$92.9M +$3.07M +74,600 +3%
CMF
14
Counterpoint Mutual Funds
California
$78.7M -$1.81M -43,969 -2%
Truist Financial
15
Truist Financial
North Carolina
$77M +$3.76M +91,501 +5%
AA
16
Advisory Alpha
Michigan
$68.6M +$11.1M +270,720 +19%
Charles Schwab
17
Charles Schwab
California
$58.6M +$1.65M +40,068 +3%
MIS
18
Morningstar Investment Services
Illinois
$54.1M +$118K +2,869 +0.2%
American Century Companies
19
American Century Companies
Missouri
$53.8M
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$53.5M
CCMG
21
Clark Capital Management Group
Pennsylvania
$52.8M +$2.41M +58,661 +5%
Citigroup
22
Citigroup
New York
$46.6M +$2.35M +57,226 +5%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$41.1M +$41M +998,124 New
RCYC
24
Richard C. Young & Co
Rhode Island
$36M +$603K +14,659 +2%
MIM
25
Morningstar Investment Management
Illinois
$33.1M

USHY Hedge Fund Activity: Q4 2021 in Review

359 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2021, worth a combined $6.23B — up 9.6% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new USHY positions and 35 closed out — a net gain of 43 holders — while 162 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $27.1M.

  • 359 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2021, up from 323 in Q3 2021.
  • Funds reported $6.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2021, up 9.6% quarter-over-quarter.
  • 78 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2021 and 35 closed out, a net change of +43 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $205M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2021.