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iShares Broad USD High Yield Corporate Bond ETF

500 hedge funds and large institutions have $17.1B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 223 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

64% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 136

59% more capital invested

Capital invested by funds: $10.7B → $17.1B (+$6.35B)

7.61% more ownership

Funds ownership: 80.92%88.53% (+7.6%)

6% more funds holding

Funds holding: 470500 (+30)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

Holders
500
Holders Change
+30
Holders Change %
+6.38%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.43%
New
83
Increased
223
Reduced
136
Closed
49
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.41B +$2.3B +62,222,654 +3,566%
PP
2
Prudential plc
United Kingdom
$2.25B +$1.59B +42,995,629 +256%
BlackRock
3
BlackRock
New York
$2.05B +$1B +27,170,843 +100%
Northern Trust
4
Northern Trust
Illinois
$1.46B +$52.9M +1,431,269 +4%
Wells Fargo
5
Wells Fargo
California
$1.3B +$377M +10,213,283 +42%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$683M +$35.9M +972,897 +6%
RJA
7
Raymond James & Associates
Florida
$510M +$13.4M +363,645 +3%
Goldman Sachs
8
Goldman Sachs
New York
$507M +$377M +10,193,147 +310%
JSTA
9
Japan Science & Technology Agency
Japan
$419M
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$271M +$6.39M +173,001 +2%
OPAM
11
Ocean Park Asset Management
California
$221M +$26.1M +705,396 +14%
CCMG
12
Clark Capital Management Group
Pennsylvania
$200M +$45.2M +1,224,329 +30%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$195M +$99.3M +2,688,663 +108%
TIAA Trust, National Association
14
TIAA Trust, National Association
North Carolina
$177M -$476M -12,876,204 -73%
KAM
15
Kensington Asset Management
Texas
$176M +$31.8M +859,370 +22%
Bank of America
16
Bank of America
North Carolina
$172M +$14.4M +390,969 +9%
TC
17
Toews Corporation
New Jersey
$160M -$924K -25,000 -0.6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$153M +$22M +596,423 +17%
State of Wisconsin Investment Board
19
State of Wisconsin Investment Board
Wisconsin
$150M +$148M +3,992,228 New
LPL Financial
20
LPL Financial
California
$138M +$15.8M +426,720 +13%
Charles Schwab
21
Charles Schwab
California
$135M -$58.1M -1,573,113 -31%
UBS Group
22
UBS Group
Switzerland
$126M -$1.62M -43,972 -1%
LMGAM
23
Liberty Mutual Group Asset Management
Massachusetts
$86.6M +$85M +2,300,000 New
Morgan Stanley
24
Morgan Stanley
New York
$85.5M +$4.06M +109,946 +5%
CMF
25
Counterpoint Mutual Funds
California
$83.6M -$5.4M -146,117 -6%

USHY Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q3 2024, worth a combined $17.1B — up 59% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new USHY positions and 49 closed out — a net gain of 34 holders — while 223 added to existing stakes and 136 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.3B. The largest seller was TIAA Trust, National Association, cutting an estimated $476M.

  • 500 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q3 2024, up from 470 in Q2 2024.
  • Funds reported $17.1B of iShares Broad USD High Yield Corporate Bond ETF stock for Q3 2024, up 59% quarter-over-quarter.
  • 83 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q3 2024 and 49 closed out, a net change of +34 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.3B added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $476M sold.

Based on aggregated 13F filings for Q3 2024.