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

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$36.33
-0.01 (-0.03%)
(As of 05/17/2024 ET)
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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)
64
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$247.13M
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USHY Institutional Buying and Selling by Quarter

iShares Broad USD High Yield Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank126,357$4.62M0.0%-5.5%0.041%
5/15/2024 SVB 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%
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%
4/22/2024Ashton 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%
4/17/2024 Private Ocean LLC3,510$128K0.0%N/A0.001%
4/17/2024 Vicus Capital52,928$1.94M0.2%+27.0%0.017%
4/16/2024 Financial Management Professionals Inc.2,239$82K0.0%+1,973.1%0.001%
4/15/2024 GoalVest Advisory LLC1,088$40K0.0%-35.6%0.000%
4/15/2024 Sunbelt Securities Inc.1,238$45K0.0%-27.9%0.000%
4/11/2024 Grey Fox Wealth Advisors LLC101,752$3.72M1.4%+24.8%0.038%
4/9/2024 Deane Retirement Strategies Inc.259,084$9.48M4.8%+0.2%0.098%
4/8/2024 RVW Wealth LLC28,407$1.04M0.1%-9.8%0.011%
4/3/2024 Strategic Advocates LLC25,226$923K0.4%+4.1%0.009%
3/8/2024 ICA Group Wealth Management LLC2,129$77K0.0%N/A0.001%
3/5/2024 Fisher Asset Management LLC27,257,262$990.80M0.5%+5.5%10.264%
3/4/2024 Richardson Financial Services Inc.10,585$385K0.3%N/A0.004%
2/21/2024American Trust234,593$8.53M0.6%-9.7%0.088%
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2/13/2024 Pinebridge Investments L.P.165,000$6.00M0.1%N/A0.062%
2/13/2024 Jones Financial Companies Lllp15,689,009$570.30M0.9%+22,803.3%5.908%
2/13/2024 SWS Partners70,381$2.56M0.8%+7.7%0.027%
2/12/2024 Partners Capital Investment Group LLP1,380,987$50.20M1.1%+3.7%0.520%
2/12/2024 Wilson & Boucher Capital Management LLC8,800$320K0.3%-6.4%0.003%
2/9/2024 EverSource Wealth Advisors LLC1,524$55K0.0%+574.3%0.001%
2/8/2024 Janney Montgomery Scott LLC43,926$1.60M0.0%+10.5%0.017%
2/7/2024 One Capital Management LLC163,579$5.95M0.2%N/A0.062%
2/7/2024 Strategic Advocates LLC24,241$881K0.4%+24.7%0.009%
2/7/2024 Cary Street Partners Investment Advisory LLC8,477$308K0.0%+18.0%0.003%
2/7/2024 BNP Paribas Financial Markets1,710,277$62.17M0.1%+212.2%0.644%
2/7/2024 Ethos Financial Group LLC17,737$645K0.1%N/A0.007%
2/6/2024 Cullen Frost Bankers Inc.21,059$766K0.0%+1,149.8%0.008%
2/6/2024 Pointe Capital Management LLC59,277$2.16M1.5%+7.3%0.022%
2/6/2024 Natixis Advisors L.P.50,028$1.82M0.0%+147.3%0.019%
2/6/2024 First Horizon Advisors Inc.33,014$1.20M0.0%+36,994.4%0.012%
2/6/2024 Fisher Asset Management LLC27,327,559$993.36M0.5%+5.7%10.291%
2/6/2024 Summit Financial LLC11,848$431K0.0%-19.1%0.004%
2/5/2024 Hexagon Capital Partners LLC12,672$461K0.1%+91.5%0.005%
2/1/2024 Vicus Capital41,672$1.52M0.2%-8.7%0.016%
1/31/2024 Wetzel Investment Advisors Inc.27,517$1M0.6%N/A0.010%
1/30/2024 Avior Wealth Management LLC12,075$439K0.0%+7.9%0.005%
1/30/2024 Diversified Portfolios Inc.9,223$335K0.1%N/A0.003%
1/30/2024 SVB Wealth LLC7,252$264K0.0%+24.3%0.003%
1/30/2024 Grove Bank & Trust90,136$3.28M0.6%+22.3%0.034%
1/30/2024 Sumitomo Life Insurance Co.885,300$32.18M1.0%+6.7%0.333%
1/29/2024 ORG Partners LLC2,531$92K0.0%+13.2%0.001%
1/29/2024 Q3 Asset Management103,087$3.75M0.9%N/A0.039%
1/29/2024 Tennessee Valley Asset Management Partners1,233$45K0.0%N/A0.000%
1/25/2024 Strategic Blueprint LLC8,651$314K0.0%-4.1%0.003%
1/24/2024 Prime Capital Investment Advisors LLC785,319$28.55M0.4%+29.9%0.296%
1/23/2024 Householder Group Estate & Retirement Specialist LLC5,326$193K0.1%-27.6%0.002%
1/23/2024 UMB Bank n.a.92,056$3.35M0.0%+27.9%0.035%
1/23/2024 TIAA Trust National Association3,627,681$131.87M0.4%+29.5%1.366%
1/19/2024 Manning & Napier Group LLC383,168$13.93M0.2%+269.0%0.144%
1/18/2024 Winch Advisory Services LLC3,639$132K0.0%+251.9%0.001%
1/18/2024 Grey Fox Wealth Advisors LLC81,516$2.96M1.3%+21.6%0.031%
1/18/2024 Deane Retirement Strategies Inc.258,672$9.40M5.1%N/A0.097%
1/2/2024 GoalVest Advisory LLC1,689$61K0.0%-85.2%0.001%
11/16/2023American Trust259,717$9.02M0.7%+48.6%0.098%
11/14/2023 Jones Financial Companies Lllp68,501$2.38M0.0%+9.4%0.026%
11/13/2023 Natixis Advisors L.P.20,228$702K0.0%+16.0%0.008%
11/13/2023 Covestor Ltd6,382$222K0.2%+4.9%0.002%
11/13/2023 Cary Street Partners Investment Advisory LLC7,183$249K0.0%+12.7%0.003%
11/9/2023 Loomis Sayles & Co. L P200,155$6.95M0.0%+135.9%0.075%
11/9/2023 Prime Capital Investment Advisors LLC604,572$20.99M0.4%-3.0%0.228%
11/8/2023 Cornerstone Planning Group LLC1,200$42K0.0%-29.7%0.000%
11/8/2023 Janney Montgomery Scott LLC39,735$1.38M0.0%-26.0%0.015%
11/8/2023 Dorsey & Whitney Trust CO LLC16,000$555K0.0%-40.7%0.006%
11/7/2023 Summit Financial LLC14,639$508K0.0%-29.7%0.006%
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America’s Most Shocking Financial Story… Behind closed doors in D.C., there is a dark political and economic plot underway. That’s why if you have any savings in the bank or own any assets you want to protect, you must watch this new documentary before it’s too late.

You can stream it for free right here.
11/7/2023 Pointe Capital Management LLC55,249$1.92M1.5%+4.9%0.021%
11/6/2023 Winch Advisory Services LLC1,034$36K0.0%N/A0.000%
11/3/2023 ORG Partners LLC2,236$78K0.0%-11.5%0.001%
11/2/2023 Rebalance LLC1,269,588$44.07M4.3%+2.7%0.478%
11/2/2023 FDx Advisors Inc.24,048$835K0.1%+128.4%0.009%
10/31/2023 Triumph Capital Management18,611$646K0.3%+198.0%0.007%
10/30/2023 Grove Bank & Trust73,703$2.56M0.5%+0.6%0.028%
10/27/2023 TIAA Trust National Association2,802,219$97.27M0.4%N/A1.055%
10/25/2023 Farmers & Merchants Investments Inc.882$31K0.0%N/A0.000%
10/24/2023 Bank of New York Mellon Corp893,687$31.02M0.0%+1,606.2%0.337%
(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, 132 institutional investors and hedge funds held shares of iShares Broad USD High Yield Corporate Bond ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($990.80M), Jones Financial Companies Lllp ($570.30M), TIAA Trust National Association ($240.96M), TIAA FSB ($99.70M), BNP Paribas Financial Markets ($73.62M), Partners Capital Investment Group LLP ($50.20M), and Assetmark Inc. ($50.17M).Learn more on USHY's institutional investors.

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

Of the 113 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: Fisher Asset Management LLC ($27.07M), Jones Financial Companies Lllp ($15.64M), TIAA Trust National Association ($6.59M), BNP Paribas Financial Markets ($1.46M), Partners Capital Investment Group LLP ($1.43M), Rebalance LLC ($1.38M), and Municipal Employees Retirement System of Michigan ($1.01M).

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

Institutional investors have bought a total of 65,109,999 shares in the last 24 months. This purchase volume represents approximately $2.28B in transactions.

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

Of the 56 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 ($6.12M), Assetmark Inc. ($703.62K), Sumitomo Life Insurance Co. ($445.90K), JPMorgan Chase & Co. ($366.43K), BNP Paribas Arbitrage SNC ($284.76K), PPM America Inc. IL ($122.50K), and American Trust ($94.87K).

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

Institutional investors have sold a total of 8,772,507 shares in the last 24 months. This volume of shares sold represents approximately $309.82M in transactions.


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This page (BATS:USHY) was last updated on 5/19/2024 by MarketBeat.com Staff

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