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iShares Broad USD High Yield Corporate Bond ETF
USHY

350 hedge funds and large institutions have $5.13B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 101 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 101

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

3% less funds holding

Funds holding: 359 → 350 (-9)

9.38% less ownership

Funds ownership: 74.87% → 65.49% (-9.4%)

10% less funds holding in top 10

Funds holding in top 10: 20 → 18 (-2)

18% less capital invested

Capital invested by funds: $6.23B → $5.13B (-$1.11B)

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
68
Increased
128
Reduced
101
Closed
72
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$81.1M
2
Northern Trust
Northern Trust
Illinois
+$47.4M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$27.7M
4
RJA
Raymond James & Associates
Florida
+$21.3M
5
CIAS
CFS Investment Advisory Services
New Jersey
+$21M

Top Sellers

1
LPL Financial
LPL Financial
California
-$436M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$140M
3
CMF
Counterpoint Mutual Funds
California
-$78.7M
4
BlackRock
BlackRock
New York
-$68.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$50.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$897M -$49.3M -1,248,028 -5%
RJA
2
Raymond James & Associates
Florida
$494M +$21.3M +538,575 +4%
Wells Fargo
3
Wells Fargo
California
$387M +$15.3M +388,274 +4%
TF
4
TIAA FSB
Florida
$341M +$2.67M +67,563 +0.8%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$287M -$23M -581,315 -7%
APF
6
Alaska Permanent Fund
Alaska
$285M – – –
LPL Financial
7
LPL Financial
California
$163M -$436M -11,024,535 -72%
AC
8
Allstate Corporation
Illinois
$162M – – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$147M -$50.6M -1,279,848 -25%
BlackRock
10
BlackRock
New York
$147M -$68.1M -1,722,450 -31%
AHSSHC
11
Adventist Health System Sunbelt Healthcare Corp
Florida
$142M -$140M -3,554,700 -49%
UBS Group
12
UBS Group
Switzerland
$131M -$9.22M -233,349 -6%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$80.1M – – –
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$78.7M +$81.1M +2,053,041 New
AA
15
Advisory Alpha
Michigan
$72.9M +$8.3M +210,062 +13%
Truist Financial
16
Truist Financial
North Carolina
$61.7M -$11.2M -282,188 -15%
American Century Companies
17
American Century Companies
Missouri
$61.4M +$10.9M +275,800 +21%
AssetMark Inc
18
AssetMark Inc
California
$55.3M -$32.9M -832,825 -37%
MIS
19
Morningstar Investment Services
Illinois
$51.3M +$83.1K +2,102 +0.2%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$47.9M +$9.28M +234,784 +24%
Jane Street
21
Jane Street
New York
$47.1M +$19.7M +499,662 +70%
Ameriprise
22
Ameriprise
Minnesota
$40.2M +$11.1M +281,973 +37%
Citigroup
23
Citigroup
New York
$35.6M -$8.56M -216,669 -19%
RCYC
24
Richard C. Young & Co
Rhode Island
$33.5M -$449K -11,362 -1%
State of Tennessee, Department of Treasury
25
State of Tennessee, Department of Treasury
Tennessee
$27.3M +$27.7M +701,400 New
1
2 3 4 5

USHY Hedge Fund Activity: Q1 2022 in Review

350 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2022, worth a combined $5.13B — down 18% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of USHY and 68 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 128 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $81.1M. The largest seller was LPL Financial, cutting an estimated $436M.

  • 350 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2022, down from 359 in Q4 2021.
  • Funds reported $5.13B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 68 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2022 and 72 closed out, a net change of -4 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2022 was 1832 Asset Management, an estimated $81.1M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2022 was LPL Financial, an estimated $436M sold.

Based on aggregated 13F filings for Q1 2022.