iShares Broad USD High Yield Corporate Bond

USHY • BATS

iShares Broad USD High Yield Corporate Bond is an exchange-traded fund on BATS. As of Q3 2025, 584 institutional investors hold shares in this ETF, with total holdings valued at $21.0B. PRUDENTIAL PLC is the largest holder with a position valued at $2.4B.

Overview

Overview of institutional ownership in USHY as of Q3 2025

All Institutions

Institutions: 584
Value Held: $21.0B
Shares Held: 554.7M
Avg Position: $35.9M
Median Position: $785.6K

Hedge Funds

Hedge Funds: 15
Value Held: $237.2M
Shares Held: 6.3M
Avg Position: $15.8M
Median Position: $1.8M

Biggest Investors

Institutions with the largest positions in USHY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
P PRUDENTIAL PLC Institution	-	$2.4B 17.99% of portfolio	64.8M shares	Q4 2022 Held for 3 years	$13.6B
J JONES FINANCIAL COMPANIES LLLP Institution	-	$2.3B 1.59% of portfolio	61.8M shares	Q3 2020 Held for 5y 3m	$146.70B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$1.6B 0.32% of portfolio	41.8M shares	Q2 2019 Held for 6y 6m	$488.52B
BlackRock, Inc. Institution	Laurence D. Fink CEO	$1.5B 0.03% of portfolio	39.6M shares	Q3 2019 Held for 6y 3m	$5.67T
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$1.3B 0.17% of portfolio	34.4M shares	Q1 2021 Held for 4y 9m	$782.03B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$1.2B 0.09% of portfolio	31.5M shares	Q1 2019 Held for 6y 9m	$1.33T
I Ilmarinen Mutual Pension Insurance Co Institution	-	$658.5M 4.95% of portfolio	17.4M shares	Q4 2024 Held for 1 year	$13.3B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$642.6M 0.09% of portfolio	17.0M shares	Q1 2020 Held for 5y 9m	$691.37B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$635.5M 0.20% of portfolio	16.8M shares	Q4 2024 Held for 1 year	$310.44B
Counterpoint Mutual Funds LLC ETF Provider	John Charles Koudsi Managing Partner	$544.4M 42.96% of portfolio	14.4M shares	Q2 2025 Held for 6 months	$1.3B

Net Capital Flow

Institutional buying and selling activity for USHY in Q3 2025

Traded: +$702.8M
Buyers: 351
Sellers: 200
Total Bought: +$2.9B
Total Sold: −$2.2B
Avg Position: $32.7M

Biggest Buyers

Institution	Net Bought	Current Position
J JONES FINANCIAL COMPANIES LLLP Institution	+$1.5B +39.5M shares	$2.3B 61.8M shares
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	+$285.5M +7.6M shares	$285.5M 7.6M shares
J Japan Science & Technology Agency Institution	+$151.1M +4.0M shares	$484.3M 12.8M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$86.7M +2.3M shares	$86.7M 2.3M shares
BANK OF AMERICA CORP /DE/ Institution	+$79.4M +2.1M shares	$1.2B 31.5M shares
WELLS FARGO & COMPANY/MN Institution	+$75.4M +2.0M shares	$1.6B 41.8M shares
Angel Oak Capital Advisors, LLC Long Only Manager	+$68.3M +1.8M shares	$70.1M 1.9M shares
NGAM ADVISORS, L.P. Long Only Manager	+$47.1M +1.2M shares	$50.5M 1.3M shares
Counterpoint Mutual Funds LLC ETF Provider	+$46.1M +1.2M shares	$544.4M 14.4M shares
S State of New Jersey Common Pension Fund D Institution	+$30.2M +800.0K shares	$45.3M 1.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$666.7M −17.6M shares	$288.3M 7.6M shares
P PRUDENTIAL PLC Institution	−$397.1M −10.5M shares	$2.4B 64.8M shares
BlackRock, Inc. Institution	−$242.4M −6.4M shares	$1.5B 39.6M shares
Wright Fund Managment, LLC Long Only Manager	−$147.9M −3.9M shares	$291.5M 7.7M shares
Silver Point Capital L.P. Hedge Fund•Distressed	−$110.7M −3.0M shares	Sold Off 0 shares
A Alaska Permanent Fund Corp Institution	−$85.5M −2.3M shares	Sold Off 0 shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$84.9M −2.3M shares	Sold Off 0 shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	−$72.4M −1.9M shares	$37.5M 992.6K shares
FMR LLC Institution	−$47.4M −1.3M shares	$216.5M 5.7M shares
Angeles Investment Advisors, LLC Fund of Funds	−$39.3M −1.0M shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited USHY in Q3 2025

New Positions: 48
New Value: $306.3M
Exited Positions: 56
Exited Value: $384.0M

New Positions

Institution	Position Value
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	$285.5M 7.6M shares
IEQ CAPITAL, LLC RIA/Wealth	$3.6M 94.0K shares
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth	$2.9M 76.0K shares
Rareview Capital LLC ETF Provider	$1.9M 51.1K shares
GRIES FINANCIAL LLC RIA/Wealth	$1.8M 47.2K shares
California Capital Advisors, Inc. RIA/Wealth	$1.1M 29.9K shares
Procyon Private Wealth Partners, LLC RIA/Wealth	$771.8K 20.4K shares
S Sanibel Captiva Trust Company, Inc. Institution	$761.4K 20.2K shares
BridgePort Financial Solutions, LLC RIA/Wealth	$748.3K 19.8K shares
P Portfolio Strategies, Inc. RIA/Wealth	$719.2K 19.0K shares

Exited Positions

Institution	Previous Position
Silver Point Capital L.P. Hedge Fund•Distressed	$110.7M 3.0M shares
A Alaska Permanent Fund Corp Institution	$85.5M 2.3M shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$84.9M 2.3M shares
Angeles Investment Advisors, LLC Fund of Funds	$39.3M 1.0M shares
a16z Perennial Management, L.P. Fund of Funds	$23.4M 226.4K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$15.8M 421.5K shares
N Nuveen, LLC Institution	$8.5M 226.2K shares
H HSBC HOLDINGS PLC Institution	$3.4M 90.1K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$2.9M 77.3K shares
TOWNSQUARE CAPITAL LLC RIA/Wealth	$1.6M 43.1K shares

Options Activity

Institutions with the largest Call and Put options positions in USHY as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with USHY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Angel Oak Capital Advisors, LLC Long Only Manager	Manmohan Singh CFO	54.94% $70.1M	1.9M shares	Q4 2024 Held for 1 year	$127.6M
PPM AMERICA INC/IL Insurance Manager	Craig Donald Smith CEO	46.12% $8.6M	227.1K shares	Q1 2025 Held for 9 months	$18.6M
Counterpoint Mutual Funds LLC ETF Provider	John Charles Koudsi Managing Partner	42.96% $544.4M	14.4M shares	Q2 2025 Held for 6 months	$1.3B
B BTS Asset Management, Inc. Long Only Manager	Matthew Alexander Pasts CEO	35.86% $28.0M	740.4K shares	Q4 2022 Held for 3 years	$78.0M
TOEWS CORP /ADV Long Only Manager	Phillip Ray Toews CEO	34.01% $238.0M	6.3M shares	Q2 2025 Held for 6 months	$699.8M
S Santa Clara Valley Transportation Authority Institution	-	20.92% $25.0M	660.5K shares	Q3 2024 Held for 1y 3m	$119.3M
P PRUDENTIAL PLC Institution	-	17.99% $2.4B	64.8M shares	Q4 2022 Held for 3 years	$13.6B
SHENKMAN CAPITAL MANAGEMENT INC Hedge Fund•Credit Arb	Adam Scott Kurzer Chairman	17.14% $12.1M	320.9K shares	Q3 2024 Held for 1y 3m	$70.7M
Logan Stone Capital, LLC Hedge Fund•Long/Short	Matthew Andrews Herman Managing Partner	15.54% $33.2M	879.4K shares	Q1 2025 Held for 9 months	$213.8M
ERTS Wealth Advisors, LLC RIA/Wealth	Bruce Allan Roberts CCO	13.58% $42.1M	1.1M shares	Q4 2018 Held for 7 years	$309.6M

Hedge Fund Spotlight

Discover hedge funds investing in USHY

SHENKMAN CAPITAL MANAGEMENT INC

Hedge Fund • Credit Arb

Portfolio ManagerAdam Scott Kurzer

Portfolio Value: $70.7M
Positions: 6
Last Reported: Q3 2025

Sector Allocation

Position in iShares Broad USD High Yield Corporate Bond

Market Value: $12.1M
Shares Held: 320.9K
Portfolio Weight: 17.14%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Invesco Senior Loan BKLN	ETF ETF	$39.9M	56.45%
2 iShares Broad USD High Yield Corporate Bond USHY	ETF ETF	$12.1M	17.14%
3 SPDR Bloomberg Short Term High Yield Bond SJNK	ETF ETF	$7.7M	10.86%