Go Pro

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

iShares Broad USD High Yield Corporate Bond ETF logo
$36.89 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$3.05B
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$968.28M
Get USHY Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Broad USD High Yield Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
6/3/2026Stillwater Private Wealth LLC28,293$1.04M0.9%N/A0.004%
6/1/2026Flagship Wealth Advisors LLC666$25K0.0%N/A0.000%
5/21/2026Essential Partners LLC4,254$157K0.1%+549.5%0.001%
5/19/2026Arkadios Wealth Advisors10,422$384K0.0%-56.9%0.002%
5/18/2026Sunbelt Securities Inc.21,893$807K0.1%-30.7%0.003%
5/18/2026EverSource Wealth Advisors LLC27,179$1.00M0.0%+2.9%0.004%
5/7/2026Koss Olinger Consulting LLC1,256,588$46.29M3.9%-15.0%0.200%
5/6/2026IMA Advisory Services Inc.4,776$176K0.0%N/A0.001%
5/6/2026Bessemer Group Inc.37,407$1.38M0.0%+1.6%0.006%
5/5/2026Bank of New York Mellon Corp1,823,481$67.18M0.0%-23.9%0.290%
5/5/2026Ethos Financial Group LLC95,196$3.51M0.3%+1.0%0.015%
5/2/2026Anchor Investment Management LLC809$30K0.0%+80.2%0.000%
5/1/2026American Trust101,805$3.75M0.3%-1.7%0.016%
5/1/2026Manning & Napier Advisors LLC481,267$17.73M0.2%+32.2%0.076%
4/30/2026Winch Advisory Services LLC25,829$952K0.2%+3.7%0.004%
4/30/2026Beacon Financial Group13,135$484K0.0%-19.8%0.002%
4/30/2026First Horizon Corp5,733$211K0.0%N/A0.001%
4/28/2026Collaborative Fund Advisors LLC42,783$1.58M1.0%N/A0.007%
4/28/2026Ascentis Independent Advisors91,164$3.36M0.3%+106.1%0.014%
4/27/2026Carter Financial Group INC.9,373$345K0.2%-3.8%0.001%
4/27/2026Boyd Watterson Asset Management LLC OH11,627$428K0.1%+3.5%0.002%
4/27/2026Sound Income Strategies LLC12,377$455K0.0%+72.1%0.002%
4/23/2026Financial & Tax Architects LLC103,890$3.83M0.9%+8.9%0.017%
4/23/2026Vicus Capital41,083$1.51M0.1%+9.4%0.007%
4/22/2026Janney Montgomery Scott LLC58,147$2.14M0.0%-21.9%0.009%
4/22/2026Fort Washington Investment Advisors Inc. OH333,242$12.28M0.1%+16.5%0.053%
4/22/2026Venturi Wealth Management LLC1,316,148$48.49M2.2%+5,219.9%0.209%
4/21/2026Davidson Trust Co.6,590$243K0.1%-9.5%0.001%
4/20/2026First PREMIER Bank17,002$626K0.1%+19.7%0.003%
4/16/2026Polianta Ltd4,835,000$178.12M23.6%-0.9%0.768%
4/15/2026Nations Financial Group Inc. IA ADV9,263$341K0.0%+21.2%0.001%
3/2/2026Amicus Financial Advisors LLC232,221$8.68M2.4%N/A0.037%
2/20/2026Sunbelt Securities Inc.31,597$1.18M0.1%-1.9%0.005%
2/18/2026NewEdge Advisors LLC37,566$1.41M0.0%+2.3%0.006%
2/18/2026American Trust103,560$3.87M0.3%-3.6%0.016%
2/17/2026Advisory Services Network LLC49,353$1.85M0.0%-2.2%0.008%
2/17/2026Captrust Financial Advisors13,973$523K0.0%-3.4%0.002%
2/17/2026Silver Grove Financial Group Inc.35,212$1.32M1.1%+7.5%0.006%
2/13/2026Carter Financial Group INC.9,748$365K0.2%+3.0%0.002%
2/13/2026Arkadios Wealth Advisors24,161$903K0.0%-3.7%0.004%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
2/13/2026Integrated Wealth Concepts LLC13,405$501K0.0%-35.3%0.002%
2/13/2026Sumitomo Life Insurance Co.754,000$28.20M0.8%+15.8%0.120%
2/12/2026Douglass Winthrop Advisors LLC11,700$438K0.0%-14.3%0.002%
2/12/2026IFC & Insurance Marketing Inc.734$27K0.0%N/A0.000%
2/12/2026Titleist Asset Management LLC58,286$2.18M0.2%+40.3%0.009%
2/12/2026Loomis Sayles & Co. L P345,416$12.92M0.0%-10.5%0.055%
2/12/2026Brown Brothers Harriman & Co.923$35K0.0%+43.1%0.000%
2/12/2026Grey Fox Wealth Advisors LLC189,948$7.10M1.5%+7.1%0.030%
2/11/2026Janney Montgomery Scott LLC74,439$2.78M0.0%+24.0%0.012%
2/11/2026TIAA Trust National Association9,768,912$365.53M0.9%+4.3%1.553%
2/11/2026JPMorgan Chase & Co.11,904,449$445.17M0.0%+56.0%1.892%
2/11/2026First Command Advisory Services Inc.709,628$26.54M0.2%+21.8%0.113%
2/10/2026Bank of New York Mellon Corp2,396,151$89.60M0.0%+7.2%0.381%
2/10/2026Peak Retirement Planning Inc.7,440$278K0.1%N/A0.001%
2/10/2026One Capital Management LLC2,341,985$87.58M2.6%+11.1%0.372%
2/10/2026Ellevest Inc.130,355$4.88M0.7%+9.0%0.021%
2/10/2026BNP Paribas Financial Markets554,247$20.73M0.0%-16.0%0.088%
2/10/2026Hillsdale Investment Management Inc.14,570$545K0.0%+11.1%0.002%
2/9/2026Cary Street Partners Financial LLC5,488$205K0.0%N/A0.001%
2/9/2026Allstate Corp1,172,783$43.86M0.6%-10.0%0.186%
2/9/2026Fisher Asset Management LLC171,477$6.41M0.0%-11.3%0.027%
2/6/2026EverSource Wealth Advisors LLC26,418$988K0.0%+1.9%0.004%
2/6/2026Hexagon Capital Partners LLC31,487$1.18M0.2%+10.6%0.005%
2/6/2026Cullen Frost Bankers Inc.217,619$8.14M0.1%+23,125.1%0.035%
2/6/2026Creative Financial Designs Inc. ADV1,425$53K0.0%+9,400.0%0.000%
2/6/2026Covestor Ltd12,623$472K0.2%+10.2%0.002%
2/5/2026TD Private Client Wealth LLC31,155$1.17M0.0%+1,870.6%0.005%
2/5/2026Elyxium Wealth LLC971$36K0.0%N/A0.000%
2/5/2026Western Wealth Management LLC19,371$724K0.0%N/A0.003%
2/4/2026Boyd Watterson Asset Management LLC OH11,234$420K0.1%-5.8%0.002%
2/4/2026Valeo Financial Advisors LLC36,372$1.36M0.0%-0.9%0.006%
2/3/2026Manning & Napier Advisors LLC364,166$13.63M0.2%+39.6%0.058%
2/3/2026Winch Advisory Services LLC24,916$932K0.2%+2.3%0.004%
2/3/2026BOKF NA916$34K0.0%-69.9%0.000%
2/2/2026Horizon Investments LLC126,348$4.73M0.1%+7.5%0.020%
1/30/2026Strategic Blueprint LLC11,637$435K0.0%-7.3%0.002%
1/28/2026Kingswood Wealth Advisors LLC8,759$328K0.0%-14.3%0.001%
1/27/2026Davidson Trust Co.7,278$272K0.1%-7.8%0.001%
1/27/2026Ninety One UK Ltd864,416$32.33M0.1%+86.2%0.137%
1/27/2026Ninety One North America Inc.22,070$825K0.0%+75.6%0.004%
1/26/2026Whittier Trust Co.1,560$59K0.0%-20.1%0.000%
1/26/2026BTS Asset Management Inc.691,112$25.86M35.0%-6.7%0.110%
1/23/2026Farther Finance Advisors LLC17,012$636K0.0%-8.9%0.003%
1/23/2026Fifth Third Securities Inc.299,078$11.18M0.7%+8.5%0.048%
1/22/2026Richardson Financial Services Inc.9,589$359K0.1%+12.5%0.002%
1/22/2026Venturi Wealth Management LLC24,740$925K0.0%-8.1%0.004%
1/22/2026Vicus Capital37,560$1.41M0.1%-29.8%0.006%
1/21/2026Prime Capital Investment Advisors LLC1,027,420$38.42M0.5%+2.5%0.163%
1/21/2026Flagship Harbor Advisors LLC3,731$140K0.0%N/A0.001%
1/21/2026Sound Income Strategies LLC7,192$270K0.0%+2,811.7%0.001%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
1/21/2026Financial & Tax Architects LLC95,401$3.57M0.8%+3.0%0.015%
1/20/2026Ethos Financial Group LLC94,267$3.53M0.3%-2.9%0.015%
1/15/2026Rebalance LLC1,680,454$62.84M3.7%-5.9%0.267%
1/15/2026Polianta Ltd4,877,000$182.38M23.9%N/A0.775%
1/13/2026CoreCap Advisors LLC296,968$11.11M0.4%+11.1%0.047%
1/13/2026Fort Washington Investment Advisors Inc. OH286,153$10.70M0.1%+43.9%0.045%
1/13/2026Olistico Wealth LLC1,936$72K0.0%N/A0.000%
1/12/2026RVW Wealth LLC19,651$735K0.1%-4.1%0.003%
12/2/2025IFP Advisors Inc11,594$438K0.0%+4.5%0.002%
11/19/2025Sunbelt Securities Inc.32,203$1.22M0.1%-4.6%0.005%


USHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 156 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 ($2.33B), JPMorgan Chase & Co. ($445.17M), TIAA Trust National Association ($365.53M), Polianta Ltd ($178.12M), One Capital Management LLC ($87.58M), Bank of New York Mellon Corp ($67.18M), and Rebalance LLC ($62.84M).Learn more on iShares Broad USD High Yield Corporate Bond ETF's institutional investors.

Of the 144 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. ($120.91M), Jones Financial Companies Lllp ($40.77M), TIAA Trust National Association ($16.57M), BNP Paribas Financial Markets ($5.67M), Polianta Ltd ($4.88M), Venturi Wealth Management LLC ($2.61M), and Sumitomo Life Insurance Co. ($1.77M).

Institutional investors have bought a total of 81,012,300 shares in the last 24 months. This purchase volume represents approximately $3.05B in transactions.

Of the 52 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. ($17.65M), BNP Paribas Financial Markets ($2.91M), Venturi Wealth Management LLC ($1.32M), Manning & Napier Advisors LLC ($742.23K), Bank of New York Mellon Corp ($572.67K), Loomis Sayles & Co. L P ($395.85K), and Sumitomo Life Insurance Co. ($395.70K).

Institutional investors have sold a total of 25,684,970 shares in the last 24 months. This volume of shares sold represents approximately $968.28M in transactions.



This page (BATS:USHY) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners