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iShares Broad USD High Yield Corporate Bond ETF (USHY) Institutional Ownership

iShares Broad USD High Yield Corporate Bond ETF logo
$37.24 +0.49 (+1.32%)
Closing price 07/7/2025 03:27 PM Eastern
Extended Trading
$37.52 +0.27 (+0.72%)
As of 07/7/2025 07:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY)

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$4.65B
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$2.58B
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USHY Institutional Buying and Selling by Quarter

iShares Broad USD High Yield Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2025Wilson & Boucher Capital Management LLC7,100$266K0.2%-12.3%0.001%
5/20/2025Strive Asset Management LLC75,158$2.77M1.9%+213.7%0.013%
5/16/2025Wilson & Boucher Capital Management LLC8,100$298K0.2%-3.6%0.001%
5/16/2025Tolleson Wealth Management Inc.173,435$6.38M1.2%+1.0%0.030%
5/16/2025NewEdge Advisors LLC33,603$1.24M0.0%-45.2%0.006%
5/16/2025Integrated Wealth Concepts LLC44,871$1.65M0.0%+356.4%0.008%
5/15/2025Titleist Asset Management LLC40,805$1.50M0.2%-1.2%0.007%
5/15/2025Baird Financial Group Inc.272,427$10.03M0.0%+0.5%0.046%
5/15/2025OLD Mission Capital LLC793,334$29.20M0.4%N/A0.135%
5/15/2025BNP Paribas Financial Markets3,461,944$127.43M0.1%-57.6%0.591%
5/14/2025SVB Wealth LLC3,145$116K0.0%N/A0.001%
5/14/2025Summit Financial LLC10,786$397K0.0%-10.5%0.002%
5/14/2025Partners Capital Investment Group LLP1,228,973$45.24M0.8%+44.5%0.210%
5/13/2025Keystone Global Partners LLC25,784$949K0.7%N/A0.004%
5/13/2025EverSource Wealth Advisors LLC20,348$749K0.0%+14.0%0.003%
5/13/2025Horizon Investments LLC92,034$3.35M0.1%-40.9%0.016%
5/12/2025Covestor Ltd8,283$305K0.2%-4.1%0.002%
5/12/2025JPMorgan Chase & Co.8,187,111$301.37M0.0%+109.4%1.501%
5/9/2025L & S Advisors Inc15,931$586K0.1%+48.4%0.003%
5/8/2025TIAA Trust National Association4,179,108$153.83M0.5%-6.4%0.766%
5/8/2025RVW Wealth LLC21,037$774K0.1%-5.6%0.004%
5/8/2025Arkadios Wealth Advisors11,664$429K0.0%-47.3%0.002%
5/7/2025Hurley Capital LLC2,693$99K0.1%N/A0.000%
5/7/2025MJT & Associates Financial Advisory Group Inc.4,403$162K0.2%N/A0.001%
5/6/2025Richardson Financial Services Inc.6,184$228K0.2%-4.5%0.001%
5/6/2025Winch Advisory Services LLC24,075$886K0.2%-11.6%0.004%
5/5/2025GW&K Investment Management LLC9,793$360K0.0%+14.9%0.002%
5/2/2025First Command Advisory Services Inc.432,007$15.90M0.2%+15.1%0.079%
5/2/2025Grey Fox Wealth Advisors LLC162,411$5.98M1.6%+6.6%0.030%
5/2/2025Sumitomo Life Insurance Co.615,600$22.66M0.8%-15.0%0.113%
5/1/2025Fifth Third Securities Inc.257,449$9.48M0.8%+33.8%0.047%
4/30/2025Valeo Financial Advisors LLC36,594$1.35M0.0%+12.5%0.007%
4/30/2025Ninety One UK Ltd150,811$5.55M0.0%N/A0.028%
4/29/2025Hexagon Capital Partners LLC25,844$951K0.2%+21.8%0.005%
4/29/2025Olistico Wealth LLC1,963$72K0.0%+43.9%0.000%
4/29/2025Bank of New York Mellon Corp1,840,992$67.77M0.0%+5.9%0.338%
4/29/2025Davidson Trust Co.8,523$314K0.1%-5.0%0.002%
4/28/2025First Horizon Advisors Inc.8,561$315K0.0%-16.9%0.002%
4/28/2025Arlington Trust Co LLC1,000$37K0.0%N/A0.000%
4/24/2025Golden State Wealth Management LLC920$34K0.0%+152.7%0.000%
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4/24/2025Sunbelt Securities Inc.32,153$1.18M0.1%-4.8%0.006%
4/24/2025Jaffetilchin Investment Partners LLC8,551$315K0.0%N/A0.002%
4/24/2025Bartlett & CO. Wealth Management LLC1,921$71K0.0%N/A0.000%
4/23/2025Golden State Wealth Management LLC1,839$68K0.0%+405.2%0.000%
4/22/2025Diversified Portfolios Inc.6,997$258K0.0%+10.7%0.001%
4/22/2025Manning & Napier Advisors LLC104,652$3.85M0.0%-0.5%0.019%
4/21/2025OLD Second National Bank of Aurora23,000$847K0.2%-24.9%0.004%
4/21/2025ORG Wealth Partners LLC2,064$76K0.0%+4,486.7%0.000%
4/21/2025Kingswood Wealth Advisors LLC9,352$343K0.0%-48.6%0.002%
4/17/2025NBT Bank N A NY2,233$82K0.0%-40.4%0.000%
4/17/2025Vicus Capital77,849$2.87M0.3%+7.2%0.014%
4/17/2025Janney Montgomery Scott LLC41,933$1.54M0.0%+91.6%0.008%
4/17/2025Rebalance LLC1,698,829$62.53M4.6%+3.0%0.312%
4/16/2025BTS Asset Management Inc.215,004$7.91M8.9%-10.4%0.039%
4/15/2025GPS Wealth Strategies Group LLC4,191$154K0.0%+64.3%0.001%
4/14/2025Farther Finance Advisors LLC9,318$342K0.0%+407.5%0.002%
4/7/2025GAMMA Investing LLC3,460$127K0.0%+3,580.9%0.001%
2/22/2025American Trust224,348$8.25M0.6%-8.9%0.073%
2/18/2025Sunbelt Securities Inc.33,759$1.24M0.1%+1.6%0.011%
2/18/2025Continuum Advisory LLC8,703$320K0.0%+3.6%0.003%
2/17/2025Tolleson Wealth Management Inc.171,659$6.32M1.3%+1.8%0.056%
2/17/2025Strive Asset Management LLC23,960$881K0.7%N/A0.008%
2/17/2025Captrust Financial Advisors9,576$352K0.0%-9.9%0.003%
2/17/2025Cary Street Partners Financial LLC7,284$268K0.0%N/A0.002%
2/17/2025Baird Financial Group Inc.270,978$9.97M0.0%+2.8%0.088%
2/17/2025BNP Paribas Financial Markets8,168,741$300.53M0.2%+57.4%2.667%
2/17/2025Ameriprise Financial Inc.126,988$4.68M0.0%-26.2%0.041%
2/14/2025Integrated Wealth Concepts LLC9,831$362K0.0%+74.0%0.003%
2/14/2025IHT Wealth Management LLC13,996$515K0.0%N/A0.005%
2/14/2025Landing Point Financial Group LLC8,629$320K0.2%N/A0.003%
2/13/2025Marshall Wace LLP210,000$7.73M0.0%N/A0.069%
2/13/2025United Capital Financial Advisors LLC86,140$3.17M0.0%+217.3%0.028%
2/13/2025Covestor Ltd8,639$318K0.2%+4.8%0.003%
2/13/2025Blue Edge Capital LLC103,069$3.79M0.6%-2.1%0.034%
2/13/2025Titleist Asset Management LLC41,293$1.52M0.2%+69.7%0.013%
2/12/2025Summit Financial LLC12,055$444K0.0%-23.9%0.004%
2/12/2025CIBC Private Wealth Group LLC4,663$172K0.0%+578.7%0.002%
2/12/2025L & S Advisors Inc10,737$395K0.0%-18.9%0.004%
2/12/2025Loomis Sayles & Co. L P539,185$19.84M2.1%+21.3%0.176%
2/12/2025JPMorgan Chase & Co.3,909,820$143.84M0.0%-93.9%1.276%
2/11/2025TIAA Trust National Association4,464,934$164.24M0.5%-4.9%1.458%
2/11/2025OLD Point Trust & Financial Services N A1,288$47K0.0%N/A0.000%
2/11/2025Grey Fox Wealth Advisors LLC152,350$5.61M1.5%+5.9%0.050%
2/10/2025Horizon Investments LLC155,679$5.70M0.2%-6.5%0.051%
2/10/2025Wintrust Investments LLC1,840$67K0.1%N/A0.001%
2/10/2025Farther Finance Advisors LLC1,836$68K0.0%-21.7%0.001%
2/10/2025EverSource Wealth Advisors LLC17,844$656K0.0%+1,021.6%0.006%
2/7/2025DSC Meridian Capital LP576,428$21.21M7.9%-27.1%0.188%
2/7/2025Rebalance LLC1,650,037$60.71M4.5%+2.7%0.539%
2/7/2025Dorsey & Whitney Trust CO LLC16,000$589K0.0%-60.0%0.005%
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2/6/2025Ethos Financial Group LLC264,068$9.72M1.3%+1,353.0%0.086%
2/6/2025One Capital Management LLC1,656,964$60.96M2.0%+4.7%0.541%
2/6/2025Cullen Frost Bankers Inc.3,434$126K0.0%+488.0%0.001%
2/6/2025Jones Financial Companies Lllp19,425,031$714.65M0.7%+7.2%6.342%
2/5/2025Kohmann Bosshard Financial Services LLC11,580$426K0.1%+69.5%0.004%
2/5/2025Fisher Asset Management LLC249,563$9.18M0.0%-12.1%0.081%
2/5/2025Private Trust Co. NA8,998$331K0.0%-3.1%0.003%
2/5/2025First Command Advisory Services Inc.375,460$13.81M0.1%+11.6%0.123%
2/4/2025Bank of New York Mellon Corp1,738,878$63.97M0.0%+7.0%0.568%
2/4/2025Transcendent Capital Group LLC790$29K0.0%-38.9%0.000%
(Data available from 1/1/2016 forward)

USHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USHY shares?

During the previous two years, 139 institutional investors and hedge funds held shares of iShares Broad USD High Yield Corporate Bond ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($714.65M), JPMorgan Chase & Co. ($301.37M), TIAA Trust National Association ($153.83M), BNP Paribas Financial Markets ($127.43M), TIAA FSB ($99.70M), Bank of New York Mellon Corp ($67.77M), and Rebalance LLC ($62.53M).Learn more on iShares Broad USD High Yield Corporate Bond ETF's institutional investors.

Which institutional investors have been buying iShares Broad USD High Yield Corporate Bond ETF's stock?

Of the 124 institutional investors that purchased iShares Broad USD High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($99.61M), TIAA Trust National Association ($17.57M), Jones Financial Companies Lllp ($16.93M), BNP Paribas Financial Markets ($7.13M), Fisher Asset Management LLC ($4.29M), Sumitomo Life Insurance Co. ($2.12M), and Bank of New York Mellon Corp ($1.46M).

How much institutional buying is happening at iShares Broad USD High Yield Corporate Bond ETF?

Institutional investors have bought a total of 124,253,538 shares in the last 24 months. This purchase volume represents approximately $4.65B in transactions.

Which of iShares Broad USD High Yield Corporate Bond ETF's major shareholders have been selling company stock?

Of the 47 institutional investors that sold iShares Broad USD High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($60.06M), BNP Paribas Financial Markets ($4.71M), Manning & Napier Advisors LLC ($1.08M), Sumitomo Life Insurance Co. ($1.06M), Partners Capital Investment Group LLP ($865.19K), State of Wisconsin Board of Commissioners of Public Lands ($734.12K), and TIAA Trust National Association ($514.12K).

How much institutional selling is happening at iShares Broad USD High Yield Corporate Bond ETF?

Institutional investors have sold a total of 70,002,482 shares in the last 24 months. This volume of shares sold represents approximately $2.58B in transactions.



This page (BATS:USHY) was last updated on 7/8/2025 by MarketBeat.com Staff
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