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

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$36.01
-0.09 (-0.25%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$1.14B
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$255.58M
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USHY Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Summit Financial LLC10,279$376K0.0%-13.2%0.003%
4/23/2024 Wetzel Investment Advisors Inc.28,404$1.01M0.6%+3.2%0.009%
4/23/2024 Strategic Blueprint LLC8,136$298K0.0%-6.0%0.003%
4/23/2024 Rebalance LLC1,344,604$49.20M4.0%+1.1%0.424%
4/22/2024 BTS Asset Management Inc.23,635$865K0.7%N/A0.007%
4/22/2024Ashton Thomas Private Wealth LLC52,396$1.92M0.1%-3.1%0.017%
4/18/2024 Hexagon Capital Partners LLC18,234$667K0.1%+43.9%0.006%
4/18/2024 Fifth Third Securities Inc.77,837$2.85M0.3%+29.0%0.025%
4/17/2024 Private Ocean LLC3,510$128K0.0%N/A0.001%
4/17/2024 Vicus Capital52,928$1.94M0.2%+27.0%0.017%
4/16/2024 Financial Management Professionals Inc.2,239$82K0.0%+1,973.1%0.001%
4/15/2024 GoalVest Advisory LLC1,088$40K0.0%-35.6%0.000%
4/15/2024 Sunbelt Securities Inc.1,238$45K0.0%-27.9%0.000%
4/11/2024 Grey Fox Wealth Advisors LLC101,752$3.72M1.4%+24.8%0.038%
4/9/2024 Deane Retirement Strategies Inc.259,084$9.48M4.8%+0.2%0.098%
4/8/2024 RVW Wealth LLC28,407$1.04M0.1%-9.8%0.011%
4/3/2024 Strategic Advocates LLC25,226$923K0.4%+4.1%0.009%
3/8/2024ICA Group Wealth Management LLC2,129$77K0.0%N/A0.001%
3/5/2024Fisher Asset Management LLC27,257,262$990.80M0.5%+5.5%10.264%
3/4/2024Richardson Financial Services Inc.10,585$385K0.3%N/A0.004%
2/21/2024American Trust234,593$8.53M0.6%-9.7%0.088%
2/13/2024Pinebridge Investments L.P.165,000$6.00M0.1%N/A0.062%
2/13/2024Jones Financial Companies Lllp15,689,009$570.30M0.9%+22,803.3%5.908%
2/13/2024SWS Partners70,381$2.56M0.8%+7.7%0.027%
2/12/2024Partners Capital Investment Group LLP1,380,987$50.20M1.1%+3.7%0.520%
2/12/2024Wilson & Boucher Capital Management LLC8,800$320K0.3%-6.4%0.003%
2/9/2024EverSource Wealth Advisors LLC1,524$55K0.0%+574.3%0.001%
2/8/2024Janney Montgomery Scott LLC43,926$1.60M0.0%+10.5%0.017%
2/7/2024One Capital Management LLC163,579$5.95M0.2%N/A0.062%
2/7/2024 Strategic Advocates LLC24,241$881K0.4%+24.7%0.009%
2/7/2024Cary Street Partners Investment Advisory LLC8,477$308K0.0%+18.0%0.003%
2/7/2024BNP Paribas Financial Markets1,710,277$62.17M0.1%+212.2%0.644%
2/7/2024Ethos Financial Group LLC17,737$645K0.1%N/A0.007%
2/6/2024Cullen Frost Bankers Inc.21,059$766K0.0%+1,149.8%0.008%
2/6/2024Pointe Capital Management LLC59,277$2.16M1.5%+7.3%0.022%
2/6/2024Natixis Advisors L.P.50,028$1.82M0.0%+147.3%0.019%
2/6/2024First Horizon Advisors Inc.33,014$1.20M0.0%+36,994.4%0.012%
2/6/2024Fisher Asset Management LLC27,327,559$993.36M0.5%+5.7%10.291%
2/6/2024Summit Financial LLC11,848$431K0.0%-19.1%0.004%
2/5/2024 Hexagon Capital Partners LLC12,672$461K0.1%+91.5%0.005%
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2/1/2024 Vicus Capital41,672$1.52M0.2%-8.7%0.016%
1/31/2024 Wetzel Investment Advisors Inc.27,517$1M0.6%N/A0.010%
1/30/2024Avior Wealth Management LLC12,075$439K0.0%+7.9%0.005%
1/30/2024Diversified Portfolios Inc.9,223$335K0.1%N/A0.003%
1/30/2024SVB Wealth LLC7,252$264K0.0%+24.3%0.003%
1/30/2024Grove Bank & Trust90,136$3.28M0.6%+22.3%0.034%
1/30/2024Sumitomo Life Insurance Co.885,300$32.18M1.0%+6.7%0.333%
1/29/2024ORG Partners LLC2,531$92K0.0%+13.2%0.001%
1/29/2024Q3 Asset Management103,087$3.75M0.9%N/A0.039%
1/29/2024 Tennessee Valley Asset Management Partners1,233$45K0.0%N/A0.000%
1/25/2024 Strategic Blueprint LLC8,651$314K0.0%-4.1%0.003%
1/24/2024Prime Capital Investment Advisors LLC785,319$28.55M0.4%+29.9%0.296%
1/23/2024Householder Group Estate & Retirement Specialist LLC5,326$193K0.1%-27.6%0.002%
1/23/2024UMB Bank n.a.92,056$3.35M0.0%+27.9%0.035%
1/23/2024TIAA Trust National Association3,627,681$131.87M0.4%+29.5%1.366%
1/19/2024 Manning & Napier Group LLC383,168$13.93M0.2%+269.0%0.144%
1/18/2024Winch Advisory Services LLC3,639$132K0.0%+251.9%0.001%
1/18/2024 Grey Fox Wealth Advisors LLC81,516$2.96M1.3%+21.6%0.031%
1/18/2024 Deane Retirement Strategies Inc.258,672$9.40M5.1%N/A0.097%
1/2/2024 GoalVest Advisory LLC1,689$61K0.0%-85.2%0.001%
11/16/2023American Trust259,717$9.02M0.7%+48.6%0.098%
11/14/2023Jones Financial Companies Lllp68,501$2.38M0.0%+9.4%0.026%
11/13/2023Natixis Advisors L.P.20,228$702K0.0%+16.0%0.008%
11/13/2023Covestor Ltd6,382$222K0.2%+4.9%0.002%
11/13/2023Cary Street Partners Investment Advisory LLC7,183$249K0.0%+12.7%0.003%
11/9/2023Loomis Sayles & Co. L P200,155$6.95M0.0%+135.9%0.075%
11/9/2023Prime Capital Investment Advisors LLC604,572$20.99M0.4%-3.0%0.228%
11/8/2023Cornerstone Planning Group LLC1,200$42K0.0%-29.7%0.000%
11/8/2023Janney Montgomery Scott LLC39,735$1.38M0.0%-26.0%0.015%
11/8/2023Dorsey & Whitney Trust CO LLC16,000$555K0.0%-40.7%0.006%
11/7/2023Summit Financial LLC14,639$508K0.0%-29.7%0.006%
11/7/2023Pointe Capital Management LLC55,249$1.92M1.5%+4.9%0.021%
11/6/2023Winch Advisory Services LLC1,034$36K0.0%N/A0.000%
11/3/2023ORG Partners LLC2,236$78K0.0%-11.5%0.001%
11/2/2023 Rebalance LLC1,269,588$44.07M4.3%+2.7%0.478%
11/2/2023FDx Advisors Inc.24,048$835K0.1%+128.4%0.009%
10/31/2023Triumph Capital Management18,611$646K0.3%+198.0%0.007%
10/30/2023Grove Bank & Trust73,703$2.56M0.5%+0.6%0.028%
10/27/2023TIAA Trust National Association2,802,219$97.27M0.4%N/A1.055%
10/25/2023 Farmers & Merchants Investments Inc.882$31K0.0%N/A0.000%
10/24/2023Bank of New York Mellon Corp893,687$31.02M0.0%+1,606.2%0.337%
10/24/2023 Grey Fox Wealth Advisors LLC67,044$2.33M1.2%N/A0.025%
10/23/2023 Hexagon Capital Partners LLC6,616$230K0.1%+173.3%0.002%
10/23/2023SVB Wealth LLC5,833$202K0.0%N/A0.002%
10/23/2023 Vicus Capital45,636$1.58M0.2%-24.6%0.017%
10/23/2023Boyd Watterson Asset Management LLC OH6,475$225K0.1%-40.9%0.002%
10/23/2023Sumitomo Life Insurance Co.829,900$29.09M0.8%+300.9%0.313%
10/18/2023UMB Bank n.a.71,985$2.50M0.0%+19.0%0.027%
10/18/2023 Strategic Blueprint LLC9,024$313K0.0%-15.3%0.003%
10/18/2023 Counterpoint Mutual Funds LLC861,936$29.92M24.9%+81.2%0.325%
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10/17/2023Avior Wealth Management LLC11,196$389K0.0%+4.4%0.004%
10/17/2023Kozak & Associates Inc.1,116$38K0.0%N/A0.000%
10/16/2023Rothschild Investment LLC IL10,792$375K0.0%N/A0.004%
10/12/2023 RVW Wealth LLC31,505$1.09M0.1%-9.3%0.012%
10/12/2023 Fifth Third Securities Inc.55,623$1.93M0.2%+8.3%0.021%
10/10/2023Householder Group Estate & Retirement Specialist LLC7,358$255K0.1%N/A0.003%
8/17/2023 Vicus Capital60,501$2.14M0.2%+20.6%0.023%
8/15/2023Pointe Capital Management LLC52,653$1.86M1.4%+5.1%0.020%
8/15/2023Horizon Investments LLC188,986$6.60M0.2%+31.1%0.071%
8/14/2023Tolleson Wealth Management Inc.213,857$7.55M1.8%-0.9%0.081%
(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, 137 institutional investors and hedge funds held shares of iShares Broad USD High Yield Corporate Bond ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($990.80M), Jones Financial Companies Lllp ($570.30M), TIAA Trust National Association ($131.87M), TIAA FSB ($99.70M), BNP Paribas Financial Markets ($62.17M), Partners Capital Investment Group LLP ($50.20M), and Assetmark Inc. ($50.17M).Learn more on USHY's institutional investors.

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

Of the 119 institutional investors that purchased iShares Broad USD High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($27.07M), Jones Financial Companies Lllp ($15.64M), TIAA Trust National Association ($3.63M), Partners Capital Investment Group LLP ($1.43M), Rebalance LLC ($1.38M), BNP Paribas Financial Markets ($1.16M), and Municipal Employees Retirement System of Michigan ($1.01M).

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

Institutional investors have bought a total of 62,718,579 shares in the last 24 months. This purchase volume represents approximately $2.20B in transactions.

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

Of the 55 institutional investors that sold iShares Broad USD High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA FSB ($6.12M), Assetmark Inc. ($703.62K), JPMorgan Chase & Co. ($602.63K), BNP Paribas Arbitrage SNC ($284.76K), PPM America Inc. IL ($122.50K), Integrated Wealth Concepts LLC ($100.61K), and American Trust ($94.87K).

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

Institutional investors have sold a total of 8,737,489 shares in the last 24 months. This volume of shares sold represents approximately $309.62M in transactions.


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This page (BATS:USHY) was last updated on 4/25/2024 by MarketBeat.com Staff

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