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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 +0.48 (+1.29%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$37.34 +0.11 (+0.28%)
As of 02/21/2025 06:53 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)
92
Total
Institutional Inflows
(last 12 months)
$4.62B
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$2.41B
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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
2/18/2025 Sunbelt Securities Inc.33,759$1.24M0.1%+1.6%0.011%
2/18/2025 Continuum Advisory LLC8,703$320K0.0%+3.6%0.003%
2/17/2025 Tolleson Wealth Management Inc.171,659$6.32M1.3%+1.8%0.056%
2/17/2025 Strive Asset Management LLC23,960$881K0.7%N/A0.008%
2/17/2025 Captrust Financial Advisors9,576$352K0.0%-9.9%0.003%
2/17/2025 Cary Street Partners Financial LLC7,284$268K0.0%N/A0.002%
2/17/2025 Baird Financial Group Inc.270,978$9.97M0.0%+2.8%0.088%
2/17/2025 BNP Paribas Financial Markets8,168,741$300.53M0.2%+57.4%2.667%
2/17/2025 Ameriprise Financial Inc.126,988$4.68M0.0%-26.2%0.041%
2/14/2025 Integrated Wealth Concepts LLC9,831$362K0.0%+74.0%0.003%
2/14/2025 IHT Wealth Management LLC13,996$515K0.0%N/A0.005%
2/14/2025 Landing Point Financial Group LLC8,629$320K0.2%N/A0.003%
2/13/2025 Marshall Wace LLP210,000$7.73M0.0%N/A0.069%
2/13/2025 United Capital Financial Advisors LLC86,140$3.17M0.0%+217.3%0.028%
2/13/2025 Covestor Ltd8,639$318K0.2%+4.8%0.003%
2/13/2025 Blue Edge Capital LLC103,069$3.79M0.6%-2.1%0.034%
2/13/2025 Titleist Asset Management LLC41,293$1.52M0.2%+69.7%0.013%
2/12/2025 Summit Financial LLC12,055$444K0.0%-23.9%0.004%
2/12/2025 CIBC Private Wealth Group LLC4,663$172K0.0%+578.7%0.002%
2/12/2025 L & S Advisors Inc10,737$395K0.0%-18.9%0.004%
2/12/2025 Loomis Sayles & Co. L P539,185$19.84M2.1%+21.3%0.176%
2/12/2025 JPMorgan Chase & Co.3,909,820$143.84M0.0%-93.9%1.276%
2/11/2025 TIAA Trust National Association4,464,934$164.24M0.5%-4.9%1.458%
2/11/2025 OLD Point Trust & Financial Services N A1,288$47K0.0%N/A0.000%
2/11/2025 Grey Fox Wealth Advisors LLC152,350$5.61M1.5%+5.9%0.050%
2/10/2025 Horizon Investments LLC155,679$5.70M0.2%-6.5%0.051%
2/10/2025 Wintrust Investments LLC1,840$67K0.1%N/A0.001%
2/10/2025 Farther Finance Advisors LLC1,836$68K0.0%-21.7%0.001%
2/10/2025 EverSource Wealth Advisors LLC17,844$656K0.0%+1,021.6%0.006%
2/7/2025 DSC Meridian Capital LP576,428$21.21M7.9%-27.1%0.188%
2/7/2025 Rebalance LLC1,650,037$60.71M4.5%+2.7%0.539%
2/7/2025 Dorsey & Whitney Trust CO LLC16,000$589K0.0%-60.0%0.005%
2/6/2025 Ethos Financial Group LLC264,068$9.72M1.3%+1,353.0%0.086%
2/6/2025 One Capital Management LLC1,656,964$60.96M2.0%+4.7%0.541%
2/6/2025 Cullen Frost Bankers Inc.3,434$126K0.0%+488.0%0.001%
2/6/2025 Jones Financial Companies Lllp19,425,031$714.65M0.7%+7.2%6.342%
2/5/2025 Kohmann Bosshard Financial Services LLC11,580$426K0.1%+69.5%0.004%
2/5/2025 Fisher Asset Management LLC249,563$9.18M0.0%-12.1%0.081%
2/5/2025 Private Trust Co. NA8,998$331K0.0%-3.1%0.003%
2/5/2025 First Command Advisory Services Inc.375,460$13.81M0.1%+11.6%0.123%
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2/4/2025 Bank of New York Mellon Corp1,738,878$63.97M0.0%+7.0%0.568%
2/4/2025 Transcendent Capital Group LLC790$29K0.0%-38.9%0.000%
2/4/2025 BankPlus Trust Department2,461$91K0.0%N/A0.001%
2/3/2025 First Horizon Advisors Inc.10,302$379K0.0%+327.3%0.003%
2/3/2025 Boyd Watterson Asset Management LLC OH4,486$165K0.0%-6.2%0.001%
1/31/2025 Davidson Trust Co.8,975$330K0.2%+12.9%0.003%
1/31/2025 Partners Capital Investment Group LLP850,775$31.30M0.9%-50.4%0.278%
1/30/2025 Vicus Capital72,623$2.67M0.2%+8.3%0.024%
1/29/2025 Diversified Portfolios Inc.6,321$233K0.0%-18.9%0.002%
1/28/2025 Wilmington Savings Fund Society FSB3,220$118K0.0%+64.4%0.001%
1/24/2025 GPS Wealth Strategies Group LLC2,551$94K0.0%+149.6%0.001%
1/24/2025 Richardson Financial Services Inc.6,478$238K0.2%-11.0%0.002%
1/24/2025 Q3 Asset Management88,219$3.25M2.0%-21.4%0.029%
1/23/2025 Strategic Advocates LLC19,086$702K0.2%-12.6%0.006%
1/23/2025 Fifth Third Securities Inc.192,429$7.08M0.6%+20.7%0.063%
1/23/2025 RVW Wealth LLC22,296$820K0.1%-11.4%0.007%
1/23/2025 OLD Second National Bank of Aurora30,608$1.13M0.3%N/A0.010%
1/23/2025 Manning & Napier Advisors LLC105,184$3.87M0.0%-91.1%0.034%
1/23/2025 Sumitomo Life Insurance Co.724,600$26.66M0.5%+1,026.9%0.237%
1/22/2025 Kingswood Wealth Advisors LLC18,206$670K0.1%N/A0.006%
1/17/2025 Avior Wealth Management LLC21,635$796K0.0%+15.9%0.007%
1/17/2025 First PREMIER Bank14,200$522K0.1%-15.5%0.005%
1/17/2025 Olistico Wealth LLC1,364$50K0.0%-19.0%0.000%
1/17/2025 Janney Montgomery Scott LLC21,886$805K0.0%N/A0.007%
1/17/2025 Nisa Investment Advisors LLC33,300$1.23M0.0%-90.2%0.011%
1/16/2025 UMB Bank n.a.146,895$5.40M0.1%+14.9%0.048%
1/16/2025 Grove Bank & Trust211,675$7.79M1.1%+32.4%0.069%
1/15/2025 BTS Asset Management Inc.239,943$8.83M8.8%-5.9%0.078%
1/15/2025 Arkadios Wealth Advisors22,138$814K0.0%+15.8%0.007%
1/14/2025 Winch Advisory Services LLC27,246$1.00M0.3%+9.8%0.009%
1/13/2025 First Financial Corp IN1,188$44K0.0%N/A0.000%
1/10/2025 ORG Partners LLC2,601$96K0.0%+19.4%0.001%
12/26/2024 JPMorgan Chase & Co.63,967,523$2.41B0.2%-304.4%20.884%
11/29/2024 American Trust246,199$9.27M0.8%+35.2%0.080%
11/25/2024 Wilmington Savings Fund Society FSB1,959$74K0.0%N/A0.001%
11/18/2024 Sunbelt Securities Inc.33,233$1.25M0.1%+833.5%0.011%
11/15/2024 Continuum Advisory LLC8,401$312K0.0%+11.4%0.003%
11/15/2024 Integrated Wealth Concepts LLC5,650$213K0.0%-37.3%0.002%
11/14/2024 Flow Traders U.S. LLC128,034$4.82M0.2%+151.7%0.042%
11/14/2024 Captrust Financial Advisors10,627$400K0.0%N/A0.003%
11/14/2024 Icon Wealth Advisors LLC6,022$227K0.0%N/A0.002%
11/13/2024 BNP Paribas Financial Markets5,188,732$195.36M0.1%+107.5%1.694%
11/13/2024 Loomis Sayles & Co. L P444,473$16.73M0.0%+17.8%0.145%
11/13/2024 Fisher Asset Management LLC283,882$10.69M0.0%-22.0%0.093%
11/12/2024 L & S Advisors Inc13,234$498K0.1%+2.6%0.004%
11/8/2024 First Horizon Advisors Inc.2,411$91K0.0%-39.5%0.001%
11/8/2024 Avior Wealth Management LLC18,672$703K0.0%-4.8%0.006%
11/6/2024 Euro Pacific Asset Management LLC14,875$557K0.1%N/A0.005%
11/6/2024 Diversified Portfolios Inc.7,795$293K0.0%+4.5%0.003%
11/5/2024 Prime Capital Investment Advisors LLC980,014$36.90M0.5%+4.0%0.320%
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11/5/2024 Nations Financial Group Inc. IA ADV5,664$213K0.0%N/A0.002%
11/2/2024 Transcendent Capital Group LLC1,292$49K0.0%N/A0.000%
11/2/2024 Covestor Ltd8,247$311K0.2%+10.7%0.003%
10/30/2024United Advisor Group LLC6,130$231K0.1%N/A0.002%
10/30/2024 Moloney Securities Asset Management LLC7,061$266K0.0%N/A0.002%
10/25/2024 Strategic Blueprint LLC14,023$528K0.0%+100.7%0.005%
10/25/2024 Fortitude Family Office LLC708$27K0.0%N/A0.000%
10/24/2024 Nisa Investment Advisors LLC340,000$12.80M0.1%N/A0.111%
10/24/2024 Arkadios Wealth Advisors19,110$720K0.0%+92.2%0.006%
10/23/2024 Boyd Watterson Asset Management LLC OH4,781$180K0.0%-7.2%0.002%
(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, 134 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), BNP Paribas Financial Markets ($300.53M), TIAA Trust National Association ($164.24M), JPMorgan Chase & Co. ($143.84M), TIAA FSB ($99.70M), Bank of New York Mellon Corp ($63.97M), and One Capital Management LLC ($60.96M).Learn more on USHY's institutional investors.

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

Of the 120 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: JPMorgan Chase & Co. ($95.33M), TIAA Trust National Association ($17.57M), Jones Financial Companies Lllp ($16.93M), BNP Paribas Financial Markets ($7.13M), Fisher Asset Management LLC ($5.15M), Sumitomo Life Insurance Co. ($2.12M), and Rebalance LLC ($1.68M).

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

Institutional investors have bought a total of 155,070,922 shares in the last 24 months. This purchase volume represents approximately $5.75B 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: JPMorgan Chase & Co. ($60.06M), TIAA FSB ($6.01M), Sumitomo Life Insurance Co. ($1.39M), Manning & Napier Advisors LLC ($1.08M), Partners Capital Investment Group LLP ($865.19K), State of Wisconsin Board of Commissioners of Public Lands ($734.12K), and Assetmark Inc. ($703.62K).

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

Institutional investors have sold a total of 72,838,663 shares in the last 24 months. This volume of shares sold represents approximately $2.67B in transactions.



This page (BATS:USHY) was last updated on 2/22/2025 by MarketBeat.com Staff
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