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iShares Broad USD High Yield Corporate Bond ETF
USHY

470 hedge funds and large institutions have $10.7B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 140

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $9.61B → $10.7B (+$1.1B)

7% more funds holding in top 10

Funds holding in top 10: 27 → 29 (+2)

4% more funds holding

Funds holding: 453 → 470 (+17)

0.51% more ownership

Funds ownership: 80.4% → 80.92% (+0.51%)

Holders
470
Holders Change
+17
Holders Change %
+3.75%
% of All Funds
6.79%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
73
Increased
206
Reduced
140
Closed
50
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$223K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$397M
2
BlackRock
BlackRock
New York
+$377M
3
PP
Prudential plc
United Kingdom
+$136M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$112M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$72.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$79.9M
2
ESL
Endurance Services Ltd
New York
-$60.7M
3
CMF
Counterpoint Mutual Funds
California
-$48.5M
4
KAM
Kensington Asset Management
Texas
-$46.6M
5
JP Morgan Chase
JP Morgan Chase
New York
-$28.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.36B +$18.9M +522,915 +1%
BlackRock
2
BlackRock
New York
$986M +$377M +10,434,197 +62%
Wells Fargo
3
Wells Fargo
California
$882M -$5.48M -151,436 -0.6%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$638M +$397M +10,983,971 +167%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$622M +$31.4M +868,204 +5%
PP
6
Prudential plc
United Kingdom
$609M +$136M +3,750,395 +29%
RJA
7
Raymond James & Associates
Florida
$479M +$12.9M +358,094 +3%
JSTA
8
Japan Science & Technology Agency
Japan
$404M – – –
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$255M +$112M +3,087,779 +78%
OPAM
10
Ocean Park Asset Management
California
$187M +$5.38M +148,800 +3%
Charles Schwab
11
Charles Schwab
California
$187M +$11.2M +310,637 +6%
TC
12
Toews Corporation
New Jersey
$155M +$40.3M +1,114,300 +35%
Bank of America
13
Bank of America
North Carolina
$151M +$2.1M +58,107 +1%
CCMG
14
Clark Capital Management Group
Pennsylvania
$148M +$72.3M +2,000,898 +96%
KAM
15
Kensington Asset Management
Texas
$141M -$46.6M -1,289,760 -25%
APF
16
Alaska Permanent Fund
Alaska
$131M +$8.32M +230,000 +7%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$131M +$42.9M +1,186,956 +49%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$125M +$1.57M +43,375 +1%
UBS Group
19
UBS Group
Switzerland
$123M +$2.14M +59,085 +2%
Goldman Sachs
20
Goldman Sachs
New York
$119M +$59.6M +1,647,708 +101%
LPL Financial
21
LPL Financial
California
$117M +$4.65M +128,654 +4%
Jane Street
22
Jane Street
New York
$109M +$43.7M +1,209,968 +67%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$90.7M +$17.6M +488,095 +24%
CMF
24
Counterpoint Mutual Funds
California
$85.9M -$48.5M -1,341,656 -36%
Morgan Stanley
25
Morgan Stanley
New York
$78.4M -$79.9M -2,210,759 -51%
1
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USHY Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q2 2024, worth a combined $10.7B — up 11% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new USHY positions and 50 closed out — a net gain of 23 holders — while 206 added to existing stakes and 140 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $79.9M.

  • 470 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $10.7B of iShares Broad USD High Yield Corporate Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 73 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q2 2024 and 50 closed out, a net change of +23 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $397M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.