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iShares Broad USD High Yield Corporate Bond ETF

406 hedge funds and large institutions have $7.89B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 183 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 34

62% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 113

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

4% more funds holding

Funds holding: 390406 (+16)

3.24% more ownership

Funds ownership: 83.69%86.93% (+3.2%)

2% more capital invested

Capital invested by funds: $7.76B → $7.89B (+$131M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $31K

Holders
406
Holders Change
+16
Holders Change %
+4.1%
% of All Funds
6.44%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.44%
New
59
Increased
183
Reduced
113
Closed
34
Calls
Puts
$31K
Net Calls
-$31K
Net Calls Change
+$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.16B +$325M +9,264,412 +38%
Fisher Asset Management
2
Fisher Asset Management
Washington
$897M +$59.2M +1,685,548 +7%
Wells Fargo
3
Wells Fargo
California
$849M -$183M -5,198,811 -18%
RJA
4
Raymond James & Associates
Florida
$424M +$17.3M +491,454 +4%
Bank of America
5
Bank of America
North Carolina
$395M +$13.2M +377,119 +3%
JSTA
6
Japan Science & Technology Agency
Japan
$386M
PP
7
Prudential plc
United Kingdom
$347M +$273M +7,780,214 +349%
Charles Schwab
8
Charles Schwab
California
$231M +$190M +5,412,564 +439%
BlackRock
9
BlackRock
New York
$149M -$141M -4,008,701 -48%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$136M +$13.9M +395,899 +11%
OPAM
11
Ocean Park Asset Management
California
$114M +$41.7M +1,185,617 +57%
APF
12
Alaska Permanent Fund
Alaska
$112M -$10.5M -300,000 -8%
UBS Group
13
UBS Group
Switzerland
$103M +$4.37M +124,434 +4%
TIAA Trust, National Association
14
TIAA Trust, National Association
North Carolina
$97.3M +$98.4M +2,802,219 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$94.8M +$10.6M +300,803 +12%
LPL Financial
16
LPL Financial
California
$87.3M +$2.93M +83,535 +3%
AHSSHC
17
Adventist Health System Sunbelt Healthcare Corp
Florida
$86.5M -$98.6M -2,807,307 -53%
AA
18
Advisory Alpha
Michigan
$70.6M +$3.63M +103,326 +5%
AssetMark Inc
19
AssetMark Inc
California
$70.4M -$54.7K -1,558 -0.1%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$66.3M -$1.3M -37,009 -2%
SWM
21
SigFig Wealth Management
California
$63.7M +$2.11M +59,936 +3%
KOC
22
Koss-Olinger Consulting
Florida
$62.3M +$93.3K +2,657 +0.1%
AC
23
Allstate Corporation
Illinois
$60M
BC
24
Bricktown Capital
Michigan
$58.4M +$6.5M +185,000 +12%
MIS
25
Morningstar Investment Services
Illinois
$55.1M +$589K +16,771 +1%

USHY Hedge Fund Activity: Q3 2023 in Review

406 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2023, worth a combined $7.89B — up 1.7% from $7.76B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new USHY positions and 34 closed out — a net gain of 25 holders — while 183 added to existing stakes and 113 trimmed.

The largest buyer was Northern Trust, adding an estimated $325M. The largest seller was Wells Fargo, cutting an estimated $183M.

  • 406 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2023, up from 390 in Q2 2023.
  • Funds reported $7.89B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2023, up 1.7% quarter-over-quarter.
  • 59 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2023 and 34 closed out, a net change of +25 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2023 was Northern Trust, an estimated $325M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2023.