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

iShares Broad USD High Yield Corporate Bond ETF logo
$36.85 -0.04 (-0.11%)
As of 02:49 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)
82
Total
Institutional Inflows
(last 12 months)
$2.12B
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$934.97M
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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
8/5/2026USA Financial Formulas5,652$208K0.0%N/A0.001%
7/10/2026 Ramsey Quantitative Systems9,000$333K0.3%N/A0.001%
7/9/2026 Financial Management Professionals Inc.703,698$26.05M2.5%+764,789.1%0.112%
7/9/2026 First Bank & Trust8,982$333K0.0%+27.2%0.001%
7/7/2026 CoreCap Advisors LLC177,673$6.58M0.2%-43.8%0.028%
6/3/2026Stillwater Private Wealth LLC28,293$1.04M0.9%N/A0.004%
6/1/2026 Flagship Wealth Advisors LLC666$25K0.0%N/A0.000%
5/21/2026 Essential Partners LLC4,254$157K0.1%+549.5%0.001%
5/19/2026 Arkadios Wealth Advisors10,422$384K0.0%-56.9%0.002%
5/18/2026Sunbelt Securities Inc.21,893$807K0.1%-30.7%0.003%
5/18/2026 EverSource Wealth Advisors LLC27,179$1.00M0.0%+2.9%0.004%
5/7/2026 Koss Olinger Consulting LLC1,256,588$46.29M3.9%-15.0%0.200%
5/6/2026 IMA Advisory Services Inc.4,776$176K0.0%N/A0.001%
5/6/2026 Bessemer Group Inc.37,407$1.38M0.0%+1.6%0.006%
5/5/2026 Bank of New York Mellon Corp1,823,481$67.18M0.0%-23.9%0.290%
5/5/2026 Ethos 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%
4/30/2026 Winch Advisory Services LLC25,829$952K0.2%+3.7%0.004%
4/30/2026 Beacon Financial Group13,135$484K0.0%-19.8%0.002%
4/30/2026 First Horizon Corp5,733$211K0.0%N/A0.001%
4/28/2026 Collaborative Fund Advisors LLC42,783$1.58M1.0%N/A0.007%
4/28/2026 Ascentis Independent Advisors91,164$3.36M0.3%+106.1%0.014%
4/27/2026 Carter Financial Group INC.9,373$345K0.2%-3.8%0.001%
4/27/2026 Boyd Watterson Asset Management LLC OH11,627$428K0.1%+3.5%0.002%
4/27/2026 Sound Income Strategies LLC12,377$455K0.0%+72.1%0.002%
4/23/2026 Financial & Tax Architects LLC103,890$3.83M0.9%+8.9%0.017%
4/23/2026 Vicus Capital41,083$1.51M0.1%+9.4%0.007%
4/22/2026 Janney Montgomery Scott LLC58,147$2.14M0.0%-21.9%0.009%
4/22/2026 Fort Washington Investment Advisors Inc. OH333,242$12.28M0.1%+16.5%0.053%
4/22/2026 Venturi Wealth Management LLC1,316,148$48.49M2.2%+5,219.9%0.209%
4/21/2026 Davidson Trust Co.6,590$243K0.1%-9.5%0.001%
4/20/2026 First PREMIER Bank17,002$626K0.1%+19.7%0.003%
4/16/2026 Polianta Ltd4,835,000$178.12M23.6%-0.9%0.768%
4/15/2026 Nations Financial Group Inc. IA ADV9,263$341K0.0%+21.2%0.001%
3/2/2026 Amicus Financial Advisors LLC232,221$8.68M2.4%N/A0.037%
2/20/2026Sunbelt Securities Inc.31,597$1.18M0.1%-1.9%0.005%
2/18/2026 NewEdge Advisors LLC37,566$1.41M0.0%+2.3%0.006%
2/18/2026American Trust103,560$3.87M0.3%-3.6%0.016%
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2/17/2026 Advisory 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%
2/13/2026 Carter Financial Group INC.9,748$365K0.2%+3.0%0.002%
2/13/2026 Arkadios Wealth Advisors24,161$903K0.0%-3.7%0.004%
2/13/2026 Integrated Wealth Concepts LLC13,405$501K0.0%-35.3%0.002%
2/13/2026 Sumitomo 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%
2/12/2026 IFC & Insurance Marketing Inc.734$27K0.0%N/A0.000%
2/12/2026 Titleist 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%
2/12/2026 Brown Brothers Harriman & Co.923$35K0.0%+43.1%0.000%
2/12/2026 Grey Fox Wealth Advisors LLC189,948$7.10M1.5%+7.1%0.030%
2/11/2026 Janney Montgomery Scott LLC74,439$2.78M0.0%+24.0%0.012%
2/11/2026 TIAA Trust National Association9,768,912$365.53M0.9%+4.3%1.553%
2/11/2026 JPMorgan Chase & Co.11,904,449$445.17M0.0%+56.0%1.892%
2/11/2026 First Command Advisory Services Inc.709,628$26.54M0.2%+21.8%0.113%
2/10/2026 Bank of New York Mellon Corp2,396,151$89.60M0.0%+7.2%0.381%
2/10/2026 Peak 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%
2/10/2026 Ellevest Inc.130,355$4.88M0.7%+9.0%0.021%
2/10/2026BNP Paribas Financial Markets554,247$20.73M0.0%-16.0%0.088%
2/10/2026 Hillsdale Investment Management Inc.14,570$545K0.0%+11.1%0.002%
2/9/2026 Cary Street Partners Financial LLC5,488$205K0.0%N/A0.001%
2/9/2026Allstate Corp1,172,783$43.86M0.6%-10.0%0.186%
2/9/2026 Fisher Asset Management LLC171,477$6.41M0.0%-11.3%0.027%
2/6/2026 EverSource Wealth Advisors LLC26,418$988K0.0%+1.9%0.004%
2/6/2026 Hexagon Capital Partners LLC31,487$1.18M0.2%+10.6%0.005%
2/6/2026 Cullen Frost Bankers Inc.217,619$8.14M0.1%+23,125.1%0.035%
2/6/2026 Creative Financial Designs Inc. ADV1,425$53K0.0%+9,400.0%0.000%
2/6/2026 Covestor Ltd12,623$472K0.2%+10.2%0.002%
2/5/2026 TD Private Client Wealth LLC31,155$1.17M0.0%+1,870.6%0.005%
2/5/2026 Elyxium Wealth LLC971$36K0.0%N/A0.000%
2/5/2026Western Wealth Management LLC19,371$724K0.0%N/A0.003%
2/4/2026 Boyd Watterson Asset Management LLC OH11,234$420K0.1%-5.8%0.002%
2/4/2026 Valeo 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%
2/3/2026 Winch Advisory Services LLC24,916$932K0.2%+2.3%0.004%
2/3/2026 BOKF NA916$34K0.0%-69.9%0.000%
2/2/2026Horizon Investments LLC126,348$4.73M0.1%+7.5%0.020%
1/30/2026 Strategic Blueprint LLC11,637$435K0.0%-7.3%0.002%
1/28/2026 Kingswood Wealth Advisors LLC8,759$328K0.0%-14.3%0.001%
1/27/2026 Davidson Trust Co.7,278$272K0.1%-7.8%0.001%
1/27/2026 Ninety One UK Ltd864,416$32.33M0.1%+86.2%0.137%
1/27/2026 Ninety One North America Inc.22,070$825K0.0%+75.6%0.004%
1/26/2026 Whittier 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%
1/23/2026 Farther Finance Advisors LLC17,012$636K0.0%-8.9%0.003%
1/23/2026 Fifth Third Securities Inc.299,078$11.18M0.7%+8.5%0.048%
1/22/2026 Richardson Financial Services Inc.9,589$359K0.1%+12.5%0.002%
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1/22/2026 Venturi Wealth Management LLC24,740$925K0.0%-8.1%0.004%
1/22/2026 Vicus Capital37,560$1.41M0.1%-29.8%0.006%
1/21/2026 Prime Capital Investment Advisors LLC1,027,420$38.42M0.5%+2.5%0.163%
1/21/2026 Flagship Harbor Advisors LLC3,731$140K0.0%N/A0.001%
1/21/2026 Sound Income Strategies LLC7,192$270K0.0%+2,811.7%0.001%
1/21/2026 Financial & Tax Architects LLC95,401$3.57M0.8%+3.0%0.015%
1/20/2026 Ethos Financial Group LLC94,267$3.53M0.3%-2.9%0.015%
1/15/2026 Rebalance LLC1,680,454$62.84M3.7%-5.9%0.267%
1/15/2026 Polianta Ltd4,877,000$182.38M23.9%N/A0.775%
1/13/2026 CoreCap Advisors LLC296,968$11.11M0.4%+11.1%0.047%


USHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 154 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 140 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), BNP Paribas Financial Markets ($5.67M), TIAA Trust National Association ($5.59M), Polianta Ltd ($4.88M), Venturi Wealth Management LLC ($2.61M), and Sumitomo Life Insurance Co. ($1.19M).

Institutional investors have bought a total of 56,224,120 shares in the last 24 months. This purchase volume represents approximately $2.12B in transactions.

Of the 45 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), Fort Washington Investment Advisors Inc. OH ($373.39K), and Koss Olinger Consulting LLC ($221.76K).

Institutional investors have sold a total of 24,798,161 shares in the last 24 months. This volume of shares sold represents approximately $934.97M in transactions.



Institutional ownership data for BATS:USHY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/5/2026. New 13F filings are added each quarter as they're published.
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