iShares Broad USD High Yield Corporate Bond ETF
USHY
389 hedge funds and large institutions have $7.76B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 163 increasing their positions, 122 reducing their positions, and 54 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 122
7% more capital invested
Capital invested by funds: $7.24B → $7.76B (+$517M)
1.22% more ownership
Funds ownership: 82.47% → 83.69% (+1.2%)
2% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 54
1% less funds holding
Funds holding: 391 → 389 (-2)
4% less funds holding in top 10
Funds holding in top 10: 27 → 26 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.47M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$180M |
| 2 |
BlackRock
New York
|
+$90.8M |
| 3 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$84.2M |
| 4 |
Morgan Stanley
New York
|
+$77.6M |
| 5 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
+$72.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$204M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$40.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.4M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$38M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16.7M |
USHY Hedge Fund Activity: Q2 2023 in Review
389 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2023, worth a combined $7.76B — up 7.1% from $7.24B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new USHY positions and 54 closed out — a net gain of 1 holder — while 163 added to existing stakes and 122 trimmed.
The largest buyer was Northern Trust, adding an estimated $180M. The largest seller was TIAA FSB, cutting an estimated $204M.
- 389 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2023, down from 391 in Q1 2023.
- Funds reported $7.76B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2023, up 7.1% quarter-over-quarter.
- 55 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2023 and 54 closed out, a net change of +1 holder.
- The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2023 was Northern Trust, an estimated $180M added.
- The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2023 was TIAA FSB, an estimated $204M sold.
Based on aggregated 13F filings for Q2 2023.