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iShares Broad USD High Yield Corporate Bond ETF

391 hedge funds and large institutions have $7.23B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

22% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 121

5.26% more ownership

Funds ownership: 77.21%82.47% (+5.3%)

3% more funds holding

Funds holding: 381391 (+10)

3% less capital invested

Capital invested by funds: $7.42B → $7.23B (-$189M)

34% less call options, than puts

Call options by funds: $619K | Put options by funds: $931K

Holders
391
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
6.23%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.43%
New
75
Increased
148
Reduced
121
Closed
58
Calls
$619K
Puts
$931K
Net Calls
-$312K
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.04B +$69.2M +1,967,683 +7%
Fisher Asset Management
2
Fisher Asset Management
Washington
$811M +$31.3M +889,671 +4%
Northern Trust
3
Northern Trust
Illinois
$681M +$25.3M +719,841 +4%
RJA
4
Raymond James & Associates
Florida
$403M +$14.8M +421,888 +4%
JSTA
5
Japan Science & Technology Agency
Japan
$396M
Bank of America
6
Bank of America
North Carolina
$374M -$447M -12,701,891 -55%
TF
7
TIAA FSB
Florida
$307M -$6.73M -191,262 -2%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$221M +$702K +19,971 +0.3%
BlackRock
9
BlackRock
New York
$203M +$118M +3,342,849 +141%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$163M +$38.1M +1,082,702 +31%
AHSSHC
11
Adventist Health System Sunbelt Healthcare Corp
Florida
$115M -$74.5M -2,119,297 -40%
UBS Group
12
UBS Group
Switzerland
$98.7M +$1.61M +45,676 +2%
LPL Financial
13
LPL Financial
California
$94.4M -$60.8M -1,729,237 -39%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$87.5M -$702K -19,959 -0.8%
OPAM
15
Ocean Park Asset Management
California
$74.4M +$73.6M +2,092,400 New
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$68.8M +$2.11M +59,985 +3%
AA
17
Advisory Alpha
Michigan
$65.2M +$1.79M +50,872 +3%
KOC
18
Koss-Olinger Consulting
Florida
$64.2M +$63.5M +1,805,249 New
PP
19
Prudential plc
United Kingdom
$63.5M +$10.8M +307,098 +21%
AC
20
Allstate Corporation
Illinois
$61.4M
SWM
21
SigFig Wealth Management
California
$60.6M +$928K +26,380 +2%
TC
22
Toews Corporation
New Jersey
$59.8M +$59.1M +1,681,800 New
MIS
23
Morningstar Investment Services
Illinois
$54.7M +$1.03M +29,274 +2%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$54.5M +$36M +1,022,693 +201%
Vanguard Group
25
Vanguard Group
Pennsylvania
$54.5M +$53.9M +1,531,981 New

USHY Hedge Fund Activity: Q1 2023 in Review

391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2023, worth a combined $7.23B — down 2.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USHY positions and 58 closed out — a net gain of 17 holders — while 148 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $447M.

  • 391 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2023, up from 381 in Q4 2022.
  • Funds reported $7.23B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 75 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2023 and 58 closed out, a net change of +17 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2023 was BlackRock, an estimated $118M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2023.