iShares Broad USD High Yield Corporate Bond ETF
USHY
449 hedge funds and large institutions have $10.3B invested in iShares Broad USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 168 increasing their positions, 132 reducing their positions, and 45 closing their positions.
109% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 45
30% more capital invested
Capital invested by funds: $7.89B → $10.3B (+$2.38B)
27% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 132
11% more funds holding
Funds holding: 405 → 449 (+44)
1.53% less ownership
Funds ownership: 86.93% → 85.39% (-1.5%)
4% less funds holding in top 10
Funds holding in top 10: 28 → 27 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$691M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$548M |
| 3 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$179M |
| 4 |
TC
Toews Corporation
Northfield,
New Jersey
|
+$110M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$263M |
| 2 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
-$86M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$37.6M |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$19.9M |
| 5 |
JFG
Jefferies Financial Group
New York
|
-$17.4M |
USHY Hedge Fund Activity: Q4 2023 in Review
449 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2023, worth a combined $10.3B — up 30% from $7.89B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new USHY positions and 45 closed out — a net gain of 49 holders — while 168 added to existing stakes and 132 trimmed.
The largest buyer was BlackRock, adding an estimated $691M. The largest seller was Bank of America, cutting an estimated $263M.
- 449 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2023, up from 405 in Q3 2023.
- Funds reported $10.3B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2023, up 30% quarter-over-quarter.
- 94 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2023 and 45 closed out, a net change of +49 holders.
- The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2023 was BlackRock, an estimated $691M added.
- The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2023 was Bank of America, an estimated $263M sold.
Based on aggregated 13F filings for Q4 2023.