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

iShares Broad USD High Yield Corporate Bond ETF logo
$37.17 +0.42 (+1.13%)
As of 03:59 PM Eastern
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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)
80
Total
Institutional Inflows
(last 12 months)
$5.14B
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$104.72M
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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
1/17/2025Avior Wealth Management LLC21,635$796K0.0%+15.9%0.007%
1/17/2025First PREMIER Bank14,200$522K0.1%-15.5%0.005%
1/17/2025Olistico Wealth LLC1,364$50K0.0%-19.0%0.000%
1/17/2025Janney Montgomery Scott LLC21,886$805K0.0%N/A0.007%
1/17/2025Nisa Investment Advisors LLC33,300$1.23M0.0%-90.2%0.011%
1/16/2025UMB Bank n.a.146,895$5.40M0.1%+14.9%0.048%
1/16/2025Grove 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%
12/26/2024JPMorgan Chase & Co.63,967,523$2.41B0.2%-304.4%20.884%
11/29/2024American Trust246,199$9.27M0.8%+35.2%0.080%
11/25/2024Wilmington Savings Fund Society FSB1,959$74K0.0%N/A0.001%
11/18/2024Sunbelt Securities Inc.33,233$1.25M0.1%+833.5%0.011%
11/15/2024Continuum Advisory LLC8,401$312K0.0%+11.4%0.003%
11/15/2024Integrated Wealth Concepts LLC5,650$213K0.0%-37.3%0.002%
11/14/2024Flow Traders U.S. LLC128,034$4.82M0.2%+151.7%0.042%
11/14/2024Captrust Financial Advisors10,627$400K0.0%N/A0.003%
11/14/2024Icon Wealth Advisors LLC6,022$227K0.0%N/A0.002%
11/13/2024BNP Paribas Financial Markets5,188,732$195.36M0.1%+107.5%1.694%
11/13/2024Loomis 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%
11/12/2024L & S Advisors Inc13,234$498K0.1%+2.6%0.004%
11/8/2024First Horizon Advisors Inc.2,411$91K0.0%-39.5%0.001%
11/8/2024Avior Wealth Management LLC18,672$703K0.0%-4.8%0.006%
11/6/2024Euro Pacific Asset Management LLC14,875$557K0.1%N/A0.005%
11/6/2024Diversified Portfolios Inc.7,795$293K0.0%+4.5%0.003%
11/5/2024Prime Capital Investment Advisors LLC980,014$36.90M0.5%+4.0%0.320%
11/5/2024Nations Financial Group Inc. IA ADV5,664$213K0.0%N/A0.002%
11/2/2024Transcendent Capital Group LLC1,292$49K0.0%N/A0.000%
11/2/2024Covestor Ltd8,247$311K0.2%+10.7%0.003%
10/30/2024United Advisor Group LLC6,130$231K0.1%N/A0.002%
10/30/2024Moloney Securities Asset Management LLC7,061$266K0.0%N/A0.002%
10/25/2024Strategic Blueprint LLC14,023$528K0.0%+100.7%0.005%
10/25/2024 Fortitude Family Office LLC708$27K0.0%N/A0.000%
10/24/2024Nisa Investment Advisors LLC340,000$12.80M0.1%N/A0.111%
10/24/2024 Arkadios Wealth Advisors19,110$720K0.0%+92.2%0.006%
10/23/2024Boyd 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%
10/23/2024Grey Fox Wealth Advisors LLC143,820$5.42M1.5%+30.4%0.047%
10/22/2024Rebalance LLC1,607,103$60.51M4.4%+2.6%0.525%
10/22/2024 Eastern Bank3,270$123K0.0%N/A0.001%
10/21/2024Vicus Capital67,064$2.53M0.2%+13.6%0.022%
10/21/2024 Winch Advisory Services LLC24,804$934K0.3%+11.5%0.008%
10/16/2024Sumitomo 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%
10/10/2024Valeo Financial Advisors LLC32,500$1.22M0.0%N/A0.011%
10/9/2024 Pinnacle Bancorp Inc.1,238$47K0.0%+429.1%0.000%
10/8/2024First PREMIER Bank16,800$633K0.2%N/A0.005%
10/2/2024Massmutual 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%
8/9/2024One Capital Management LLC1,370,848$49.73M1.7%+48.9%0.448%
8/9/2024Prime Capital Investment Advisors LLC942,286$34.19M0.5%-1.3%0.308%
8/7/2024Wetzel Investment Advisors Inc.29,285$1.07M0.6%+3.1%0.010%
8/7/2024Blue Edge Capital LLC104,642$3.80M0.6%+1.8%0.034%
8/7/2024Ashton Thomas Private Wealth LLC37,657$1.37M0.1%-28.1%0.012%
8/6/2024Cullen 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%
8/1/2024TIAA Trust National Association17,569,430$638.20M2.0%+166.8%5.736%
8/1/2024Summit Financial LLC19,463$706K0.0%+89.3%0.006%
7/31/2024IFG Advisory LLC20,370$739K0.0%+7.3%0.007%
7/30/2024Grey Fox Wealth Advisors LLC110,311$4.00M1.4%+8.4%0.036%
7/29/2024UMB Bank n.a.117,638$4.27M0.1%+10.0%0.038%
7/29/2024 Arkadios Wealth Advisors9,943$361K0.0%N/A0.003%
7/29/2024Whittier Trust Co. of Nevada Inc.812$29K0.0%+71.7%0.000%
7/27/2024Strategic Blueprint LLC6,986$253K0.0%-14.1%0.002%
7/26/2024Bank 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%
7/24/2024Grove Bank & Trust143,753$5.22M0.8%+28.5%0.047%
7/23/2024Vicus Capital59,058$2.14M0.2%+11.6%0.019%
7/23/2024Diversified Portfolios Inc.7,461$271K0.0%-16.3%0.002%
7/20/2024First Horizon Advisors Inc.3,987$145K0.0%+190.2%0.001%
7/19/2024Sumitomo Life Insurance Co.1,012,100$36.26M0.8%+130.3%0.330%
7/16/2024GPS Wealth Strategies Group LLC963$35K0.0%+79.0%0.000%
7/16/2024 ORG Partners LLC2,220$80K0.0%N/A0.001%
7/15/2024Fifth Third Securities Inc.152,974$5.55M0.5%+96.5%0.050%
7/12/2024Hexagon Capital Partners LLC18,939$687K0.1%+3.9%0.006%
7/12/2024Rebalance 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%
7/9/2024Olistico Wealth LLC1,684$61K0.0%N/A0.001%
7/9/2024Deane Retirement Strategies Inc.259,483$9.41M4.8%+0.2%0.085%
7/8/2024RVW Wealth LLC25,174$913K0.1%-11.4%0.008%
6/11/2024American Trust88,859$3.25M0.3%-62.1%0.029%
5/17/2024Comerica Bank126,357$4.62M0.0%-5.5%0.041%
5/15/2024SVB Wealth LLC5,833$213K0.0%-19.6%0.002%
5/15/2024Blue Edge Capital LLC102,748$3.76M0.6%+1.4%0.034%
5/14/2024OLD Mission Capital LLC275,300$10.07M0.2%N/A0.090%
5/13/2024Bessemer Group Inc.5,150$188K0.0%+1,266.0%0.002%
5/13/2024Rockport Wealth LLC66,375$2.43M0.9%N/A0.022%
5/11/2024Covestor Ltd7,026$257K0.2%+10.6%0.002%
5/10/2024TIAA Trust National Association6,585,459$240.96M0.7%+81.5%2.150%
5/7/2024Pointe Capital Management LLC66,375$2.43M1.5%+12.0%0.022%
5/7/2024SG Americas Securities LLC5,469$200K0.0%N/A0.002%
5/4/2024Richardson Financial Services Inc.7,431$272K0.2%-29.8%0.002%
5/3/2024FDx Advisors Inc.7,361$269K0.0%-78.8%0.002%
5/1/2024Janney Montgomery Scott LLC36,316$1.33M0.0%-17.3%0.012%
(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, 122 institutional investors and hedge funds held shares of iShares Broad USD High Yield Corporate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($2.41B), 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), and Bank of New York Mellon Corp ($54.16M).Learn more on USHY's institutional investors.

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

Of the 111 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 ($15.63M), Fisher Asset Management LLC ($5.88M), BNP Paribas Financial Markets ($4.15M), Rebalance LLC ($1.64M), and Sumitomo Life Insurance Co. ($1.46M).

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

Institutional investors have bought a total of 150,326,145 shares in the last 24 months. This purchase volume represents approximately $5.58B in transactions.

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

Of the 47 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 ($6.01M), 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), Nisa Investment Advisors LLC ($306.70K), and BNP Paribas Arbitrage SNC ($284.76K).

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

Institutional investors have sold a total of 10,784,729 shares in the last 24 months. This volume of shares sold represents approximately $386.05M in transactions.



This page (BATS:USHY) was last updated on 1/17/2025 by MarketBeat.com Staff
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