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iShares Broad USD High Yield Corporate Bond ETF
USHY

547 hedge funds and large institutions have $16.8B invested in iShares Broad USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 56

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

9% more funds holding

Funds holding: 500 → 547 (+47)

7% more funds holding in top 10

Funds holding in top 10: 30 → 32 (+2)

1% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$250M)

2.73% less ownership

Funds ownership: 88.53% → 85.8% (-2.7%)

Holders
547
Holders Change
+47
Holders Change %
+9.4%
% of All Funds
7.2%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.42%
New
112
Increased
248
Reduced
136
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
Prudential plc
United Kingdom
+$685M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
+$516M
3
Morgan Stanley
Morgan Stanley
New York
+$392M
4
CMF
Counterpoint Mutual Funds
California
+$230M
5
OPAM
Ocean Park Asset Management
California
+$144M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$2.23B
2
BlackRock
BlackRock
New York
-$270M
3
TC
Toews Corporation
New Jersey
-$160M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$121M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$86.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1
Prudential plc
United Kingdom
$2.88B +$685M +18,429,502 +31%
BlackRock
2
BlackRock
New York
$1.73B -$270M -7,249,529 -13%
Northern Trust
3
Northern Trust
Illinois
$1.56B +$127M +3,422,927 +9%
Wells Fargo
4
Wells Fargo
California
$1.37B +$96.1M +2,583,733 +7%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$715M +$48.5M +1,302,847 +7%
Raymond James Financial
6
Raymond James Financial
Florida
$569M +$575M +15,459,393 New
Goldman Sachs
7
Goldman Sachs
New York
$542M +$47.1M +1,267,264 +9%
IMPI
8
Ilmarinen Mutual Pension Insurance
Finland
$511M +$516M +13,880,000 New
Morgan Stanley
9
Morgan Stanley
New York
$471M +$392M +10,542,775 +464%
OPAM
10
Ocean Park Asset Management
California
$358M +$144M +3,870,542 +66%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$338M -$5.36K -144 -2%
JSTA
12
Japan Science & Technology Agency
Japan
$324M -$85.9M -2,310,251 -21%
CMF
13
Counterpoint Mutual Funds
California
$309M +$230M +6,179,240 +278%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$301M +$111M +2,980,009 +57%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$293M +$28.5M +765,642 +11%
KAM
16
Kensington Asset Management
Texas
$174M – – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$172M +$23.1M +621,982 +15%
Bank of America
18
Bank of America
North Carolina
$168M -$181K -4,872 -0.1%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$164M -$8.49M -228,292 -5%
JP Morgan Chase
20
JP Morgan Chase
New York
$144M -$2.23B -60,057,703 -94%
LPL Financial
21
LPL Financial
California
$141M +$6.83M +183,744 +5%
UBS Group
22
UBS Group
Switzerland
$125M +$1.73M +46,563 +1%
Charles Schwab
23
Charles Schwab
California
$123M -$9.12M -245,171 -7%
State Street
24
State Street
Massachusetts
$122M +$124M +3,325,000 New
NL
25
NEPC LLC
Massachusetts
$94.3M +$24.9M +668,394 +35%
1
2 3 4 5

USHY Hedge Fund Activity: Q4 2024 in Review

547 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD High Yield Corporate Bond ETF (USHY) for Q4 2024, worth a combined $16.8B — down 1.5% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new USHY positions and 56 closed out — a net gain of 56 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was Prudential plc, adding an estimated $685M. The largest seller was JP Morgan Chase, cutting an estimated $2.23B.

  • 547 institutional investors held iShares Broad USD High Yield Corporate Bond ETF (USHY) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $16.8B of iShares Broad USD High Yield Corporate Bond ETF stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 112 funds opened new iShares Broad USD High Yield Corporate Bond ETF positions in Q4 2024 and 56 closed out, a net change of +56 holders.
  • The largest iShares Broad USD High Yield Corporate Bond ETF buyer in Q4 2024 was Prudential plc, an estimated $685M added.
  • The largest iShares Broad USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2024.