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

iShares Broad USD High Yield Corporate Bond ETF logo
$37.14 0.00 (0.00%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$1.55B
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$93.13M
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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
11/15/2024Continuum 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%
11/13/2024Fisher 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%
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%
10/30/2024 United 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%
10/23/2024 BTS Asset Management Inc.255,101$9.61M9.2%+1,078.8%0.083%
10/23/2024 Grey Fox Wealth Advisors LLC143,820$5.42M1.5%+30.4%0.047%
10/22/2024 Rebalance LLC1,607,103$60.51M4.4%+2.6%0.525%
10/22/2024 Eastern Bank3,270$123K0.0%N/A0.001%
10/21/2024 Vicus Capital67,064$2.53M0.2%+13.6%0.022%
10/21/2024 Winch Advisory Services LLC24,804$934K0.3%+11.5%0.008%
10/16/2024 Sumitomo Life Insurance Co.64,300$2.42M0.0%-93.6%0.021%
10/16/2024 State of Wisconsin Board of Commissioners of Public Lands48,550$1.83M1.1%-93.8%0.016%
10/10/2024 Valeo Financial Advisors LLC32,500$1.22M0.0%N/A0.011%
10/9/2024 Pinnacle Bancorp Inc.1,238$47K0.0%+429.1%0.000%
10/8/2024 First PREMIER Bank16,800$633K0.2%N/A0.005%
10/2/2024 Massmutual Trust Co. FSB ADV2,381$90K0.0%+606.5%0.001%
9/12/2024American Trust182,154$6.61M0.5%+105.0%0.059%
8/16/2024Sunbelt Securities Inc.3,560$129K0.0%+187.6%0.001%
8/9/2024 One Capital Management LLC1,370,848$49.73M1.7%+48.9%0.448%
8/9/2024 Prime Capital Investment Advisors LLC942,286$34.19M0.5%-1.3%0.308%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

8/7/2024 Wetzel Investment Advisors Inc.29,285$1.07M0.6%+3.1%0.010%
8/7/2024 Blue Edge Capital LLC104,642$3.80M0.6%+1.8%0.034%
8/7/2024 Ashton Thomas Private Wealth LLC37,657$1.37M0.1%-28.1%0.012%
8/6/2024 Cullen Frost Bankers Inc.7,537$273K0.0%N/A0.002%
8/5/2024 BTS Asset Management Inc.21,640$785K0.7%-8.4%0.007%
8/1/2024 TIAA Trust National Association17,569,430$638.20M2.0%+166.8%5.736%
8/1/2024 Summit Financial LLC19,463$706K0.0%+89.3%0.006%
7/31/2024 IFG Advisory LLC20,370$739K0.0%+7.3%0.007%
7/30/2024 Grey Fox Wealth Advisors LLC110,311$4.00M1.4%+8.4%0.036%
7/29/2024 UMB Bank n.a.117,638$4.27M0.1%+10.0%0.038%
7/29/2024 Arkadios Wealth Advisors9,943$361K0.0%N/A0.003%
7/29/2024 Whittier Trust Co. of Nevada Inc.812$29K0.0%+71.7%0.000%
7/27/2024 Strategic Blueprint LLC6,986$253K0.0%-14.1%0.002%
7/26/2024 Bank of New York Mellon Corp1,492,763$54.16M0.0%+36.6%0.487%
7/24/2024Family Firm Inc.731$27K0.0%N/A0.000%
7/24/2024 Grove Bank & Trust143,753$5.22M0.8%+28.5%0.047%
7/23/2024 Vicus Capital59,058$2.14M0.2%+11.6%0.019%
7/23/2024 Diversified Portfolios Inc.7,461$271K0.0%-16.3%0.002%
7/20/2024 First Horizon Advisors Inc.3,987$145K0.0%+190.2%0.001%
7/19/2024 Sumitomo Life Insurance Co.1,012,100$36.26M0.8%+130.3%0.330%
7/16/2024 GPS Wealth Strategies Group LLC963$35K0.0%+79.0%0.000%
7/16/2024 ORG Partners LLC2,220$80K0.0%N/A0.001%
7/15/2024 Fifth Third Securities Inc.152,974$5.55M0.5%+96.5%0.050%
7/12/2024 Hexagon Capital Partners LLC18,939$687K0.1%+3.9%0.006%
7/12/2024 Rebalance LLC1,566,062$56.82M4.6%+16.5%0.511%
7/11/2024Manning & Napier Advisors LLC104,200$3.78M0.0%N/A0.034%
7/11/2024Strategic Advocates LLC25,601$929K0.4%+1.5%0.008%
7/9/2024 Olistico Wealth LLC1,684$61K0.0%N/A0.001%
7/9/2024 Deane Retirement Strategies Inc.259,483$9.41M4.8%+0.2%0.085%
7/8/2024 RVW Wealth LLC25,174$913K0.1%-11.4%0.008%
6/11/2024American Trust88,859$3.25M0.3%-62.1%0.029%
5/17/2024 Comerica Bank126,357$4.62M0.0%-5.5%0.041%
5/15/2024SVB Wealth LLC5,833$213K0.0%-19.6%0.002%
5/15/2024 Blue Edge Capital LLC102,748$3.76M0.6%+1.4%0.034%
5/14/2024 OLD Mission Capital LLC275,300$10.07M0.2%N/A0.090%
5/13/2024 Bessemer Group Inc.5,150$188K0.0%+1,266.0%0.002%
5/13/2024 Rockport Wealth LLC66,375$2.43M0.9%N/A0.022%
5/11/2024 Covestor Ltd7,026$257K0.2%+10.6%0.002%
5/10/2024 TIAA Trust National Association6,585,459$240.96M0.7%+81.5%2.150%
5/7/2024 Pointe Capital Management LLC66,375$2.43M1.5%+12.0%0.022%
5/7/2024 SG Americas Securities LLC5,469$200K0.0%N/A0.002%
5/4/2024 Richardson Financial Services Inc.7,431$272K0.2%-29.8%0.002%
5/3/2024 FDx Advisors Inc.7,361$269K0.0%-78.8%0.002%
5/1/2024 Janney Montgomery Scott LLC36,316$1.33M0.0%-17.3%0.012%
5/1/2024 BNP Paribas Financial Markets2,011,974$73.62M0.1%+17.6%0.657%
4/30/2024 SWS Partners70,903$2.59M0.8%+0.7%0.022%
4/29/2024 Boyd Watterson Asset Management LLC OH5,626$206K0.1%-10.0%0.002%
4/26/2024 UMB Bank n.a.106,921$3.91M0.1%+16.1%0.034%
4/26/2024 Sumitomo Life Insurance Co.439,400$15.48M0.4%-50.4%0.139%
4/25/2024 Q3 Asset Management113,030$4.14M1.2%+9.6%0.036%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

4/25/2024 Summit 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%
4/22/2024 Ashton 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%
4/17/2024Private Ocean LLC3,510$128K0.0%N/A0.001%
4/17/2024 Vicus Capital52,928$1.94M0.2%+27.0%0.017%
(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, 120 institutional investors and hedge funds held shares of iShares Broad USD High Yield Corporate Bond ETF. The most heavily invested institutionals were TIAA Trust National Association ($638.20M), Jones Financial Companies Lllp ($570.30M), BNP Paribas Financial Markets ($195.36M), TIAA FSB ($99.70M), Rebalance LLC ($60.51M), Bank of New York Mellon Corp ($54.16M), and Partners Capital Investment Group LLP ($50.20M).Learn more on USHY's institutional investors.

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

Of the 110 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: TIAA Trust National Association ($17.57M), Jones Financial Companies Lllp ($15.63M), Fisher Asset Management LLC ($5.88M), BNP Paribas Financial Markets ($4.15M), Rebalance LLC ($1.64M), Sumitomo Life Insurance Co. ($1.46M), and Bank of New York Mellon Corp ($1.24M).

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

Institutional investors have bought a total of 54,927,122 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.

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

Of the 45 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 ($6.03M), Sumitomo Life Insurance Co. ($1.39M), State of Wisconsin Board of Commissioners of Public Lands ($734.12K), Assetmark Inc. ($703.62K), JPMorgan Chase & Co. ($366.43K), BNP Paribas Arbitrage SNC ($284.76K), and American Trust ($240.60K).

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

Institutional investors have sold a total of 10,482,079 shares in the last 24 months. This volume of shares sold represents approximately $374.87M in transactions.



This page (BATS:USHY) was last updated on 11/17/2024 by MarketBeat.com Staff
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