We are live on ! Find out more
USHY icon

iShares Broad USD High Yield Corporate Bond ETF

381 hedge funds and large institutions have $7.42B invested in iShares Broad USD High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 143 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,522% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $622K

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

34% more capital invested

Capital invested by funds: $5.54B → $7.42B (+$1.88B)

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

23% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 116

10% more funds holding

Funds holding: 345381 (+36)

7.15% less ownership

Funds ownership: 84.36%77.21% (-7.1%)

Holders
381
Holders Change
+36
Holders Change %
+10.43%
% of All Funds
6.12%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
85
Increased
143
Reduced
116
Closed
43
Calls
$10.1M
Puts
$622K
Net Calls
+$9.46M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$947M +$87.4M +2,528,659 +10%
Bank of America
2
Bank of America
North Carolina
$802M +$1.5M +43,261 +0.2%
Fisher Asset Management
3
Fisher Asset Management
Washington
$757M +$25M +724,666 +3%
Northern Trust
4
Northern Trust
Illinois
$636M +$319M +9,226,507 +100%
JSTA
5
Japan Science & Technology Agency
Japan
$384M +$385M +11,130,157 New
RJA
6
Raymond James & Associates
Florida
$377M +$6.86M +198,380 +2%
TF
7
TIAA FSB
Florida
$305M -$700K -20,247 -0.2%
APF
8
Alaska Permanent Fund
Alaska
$245M -$20.7M -600,000 -8%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$214M -$13.9M -403,403 -6%
AHSSHC
10
Adventist Health System Sunbelt Healthcare Corp
Florida
$185M +$63.2M +1,827,496 +52%
LPL Financial
11
LPL Financial
California
$151M +$12M +346,392 +9%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$122M +$95.1M +2,750,580 +354%
UBS Group
13
UBS Group
Switzerland
$94.3M -$10.8M -311,881 -10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$85.7M -$31M -898,316 -27%
BlackRock
15
BlackRock
New York
$82M -$6.34M -183,414 -7%
Millennium Management
16
Millennium Management
New York
$76.5M +$76.5M +2,214,661 New
AssetMark Inc
17
AssetMark Inc
California
$73M +$21.9M +633,117 +43%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$64.7M +$64.8M +1,874,509 New
AA
19
Advisory Alpha
Michigan
$61.6M -$698K -20,198 -1%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$60.8M -$60.8M -1,760,500 Closed
AC
21
Allstate Corporation
Illinois
$59.7M -$6.05M -175,000 -9%
AIM
22
Allstate Investment Management
Illinois
$59.7M +$59.7M +1,728,000 New
SWM
23
SigFig Wealth Management
California
$58M +$1.2M +34,580 +2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$55M +$984K +28,462 +2%
Jane Street
25
Jane Street
New York
$53.4M -$70M -2,024,566 -57%

USHY Hedge Fund Activity: Q4 2022 in Review

381 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2022, worth a combined $7.42B — up 34% from $5.54B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new USHY positions and 43 closed out — a net gain of 42 holders — while 143 added to existing stakes and 116 trimmed.

The largest buyer was Northern Trust, adding an estimated $319M. The largest seller was Jane Street, cutting an estimated $70M.

  • 381 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2022, up from 345 in Q3 2022.
  • Funds reported $7.42B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2022, up 34% quarter-over-quarter.
  • 85 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2022 and 43 closed out, a net change of +42 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2022 was Northern Trust, an estimated $319M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2022 was Jane Street, an estimated $70M sold.

Based on aggregated 13F filings for Q4 2022.