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iShares Broad USD High Yield Corporate Bond ETF
USHY

453 hedge funds and large institutions have $9.61B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 189 increasing their positions, 140 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,750% more call options, than puts

Call options by funds: $234K | Put options by funds: $4K

35% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 140

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

1% more funds holding

Funds holding: 448 → 453 (+5)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

5.94% less ownership

Funds ownership: 86.35% → 80.4% (-5.9%)

7% less capital invested

Capital invested by funds: $10.4B → $9.61B (-$776M)

Holders
453
Holders Change
+5
Holders Change %
+1.12%
% of All Funds
6.53%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
65
Increased
189
Reduced
140
Closed
56
Calls
$234K
Puts
$4K
Net Calls
+$230K
Net Calls Change
-$75K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$107M
2
CMF
Counterpoint Mutual Funds
California
+$81.5M
3
PP
Prudential plc
United Kingdom
+$73.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$72.8M
5
Jane Street
Jane Street
New York
+$62.9M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$972M
2
BlackRock
BlackRock
New York
-$264M
3
Morgan Stanley
Morgan Stanley
New York
-$92.8M
4
KOC
Koss-Olinger Consulting
Florida
-$65M
5
MIS
Morningstar Investment Services
Illinois
-$61.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.35B +$24.9M +685,739 +2%
Wells Fargo
2
Wells Fargo
California
$895M +$7.48M +205,688 +0.8%
BlackRock
3
BlackRock
New York
$613M -$264M -7,271,607 -30%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$596M +$21.5M +592,074 +4%
PP
5
Prudential plc
United Kingdom
$477M +$73.8M +2,031,570 +18%
RJA
6
Raymond James & Associates
Florida
$470M +$12.4M +341,643 +3%
JSTA
7
Japan Science & Technology Agency
Japan
$407M – – –
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$241M +$107M +2,957,778 +82%
KAM
9
Kensington Asset Management
Texas
$189M +$2M +55,050 +1%
OPAM
10
Ocean Park Asset Management
California
$183M – – –
Charles Schwab
11
Charles Schwab
California
$177M -$26.4M -726,721 -13%
Morgan Stanley
12
Morgan Stanley
New York
$160M -$92.8M -2,552,996 -37%
Bank of America
13
Bank of America
North Carolina
$151M +$8.46M +232,753 +6%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$144M -$27.4M -753,430 -16%
CMF
15
Counterpoint Mutual Funds
California
$136M +$81.5M +2,243,593 +153%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$125M -$25.3M -697,072 -17%
UBS Group
17
UBS Group
Switzerland
$122M +$10M +275,117 +9%
APF
18
Alaska Permanent Fund
Alaska
$122M -$18.2M -500,000 -13%
TC
19
Toews Corporation
New Jersey
$116M +$1.09M +30,000 +1%
LPL Financial
20
LPL Financial
California
$113M +$301K +8,273 +0.3%
JP Morgan Chase
21
JP Morgan Chase
New York
$92.7M +$37.9M +1,041,987 +70%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$88.3M -$912K -25,098 -1%
MNG
23
Manning & Napier Group
New York
$85.6M – – –
CCMG
24
Clark Capital Management Group
Pennsylvania
$75.9M +$72.8M +2,003,972 +2,830%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$73.6M +$11M +301,697 +18%
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USHY Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q1 2024, worth a combined $9.61B — down 7.5% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new USHY positions and 56 closed out — a net gain of 9 holders — while 189 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $107M. The largest seller was Fisher Asset Management, cutting an estimated $972M.

  • 453 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q1 2024, up from 448 in Q4 2023.
  • Funds reported $9.61B of iShares Broad USD High Yield Corporate Bond ETF stock for Q1 2024, down 7.5% quarter-over-quarter.
  • 65 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q1 2024 and 56 closed out, a net change of +9 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q1 2024 was TIAA Trust, National Association, an estimated $107M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q1 2024 was Fisher Asset Management, an estimated $972M sold.

Based on aggregated 13F filings for Q1 2024.