iShares Broad Usd High YieldUSHYETF

13F holders, Q4 2024 (December 31)
548holders +47
72new positions
55sold out
5famous investors
$36.79avg. 13F price*

At the end of Q4 2024, 548 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, up 47 from Q3 2024. 72 opened new positions and 55 sold out. The largest holders were Prudential PLC ($2.9B), BlackRock, Inc. ($1.7B) and Northern Trust Corp. ($1.6B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
iShares Broad Usd High Yield
CUSIP
46435U853
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 452Q1 2024Q2 2024: 471Q2 2024Q3 2024: 501Q3 2024Q4 2024: 548Q4 2024Q1 2025: 560Q1 2025Q2 2025: 577Q2 2025Q3 2025: 595Q3 2025Q4 2025: 664Q4 2025Q1 2026: 656Q1 2026Q2 2026: 675Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions72$721.8M
Exits55$285.3M

All 13F filers, Q3 2024 → Q4 2024: 84,387,998 shares bought and 91,659,399 shares sold, net −7,271,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 548 holders

Prudential PLC 14.57% Add +30.8% 78,215,540 $2.9B
BlackRock, Inc. 0.04% Reduce -13.3% 47,098,329 $1.7B
Northern Trust Corp. 0.22% Add +8.8% 42,313,571 $1.6B
Wells Fargo & Company 0.33% Add +7.5% 37,109,803 $1.4B
Jones Financial Companies LLLP 0.68% Add +7.2% 19,425,031 $714.6M
Raymond James Financial Inc. 0.21% — 15,459,393 $568.8M
Goldman Sachs Group Inc. 0.10% Add +9.4% 14,744,029 $542.4M
Ilmarinen Mutual Pension Insurance Co 4.38% New 13,880,000 $510.6M
Morgan Stanley 0.03% Add +464.4% 12,812,894 $471.4M
Ocean Park Asset Management, LLC 12.19% Add +66.0% 9,734,838 $358.1M
Japan Science & Technology Agency 5.56% Reduce -20.8% 8,819,906 $324.5M
Counterpoint Mutual Funds LLC 38.58% Add +278.1% 8,401,003 $309.1M
BNP Paribas Financial Markets 0.23% Add +57.4% 8,168,741 $300.5M
Thrivent Financial for Lutherans 0.57% Add +10.6% 7,969,118 $293.4M
Kensington Asset Management, LLC 10.21% No change 4,734,160 $174.2M
Envestnet Asset Management Inc. 0.06% Add +15.3% 4,675,787 $172.0M
Bank of America Corp. 0.02% Reduce -0.1% 4,558,959 $167.7M
Tiaa Trust, National Association 0.50% Reduce -4.9% 4,464,934 $164.2M
JPMorgan Chase & Co. 0.01% Reduce -93.9% 3,909,820 $143.8M
LPL Financial LLC 0.06% Add +5.0% 3,837,284 $141.2M
UBS Group AG 0.03% Add +1.4% 3,402,205 $125.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -6.8% 3,338,483 $122.8M
State Street Corp. 0.00% New 3,325,000 $122.3M
Nepc LLC 2.53% Add +35.3% 2,563,323 $94.3M
1832 Asset Management L.P. 0.15% Add +93.5% 2,317,118 $85.2M
State of Wisconsin Investment Board 0.22% Reduce -42.0% 2,316,927 $85.2M
Royal Bank of Canada 0.02% Add +247.4% 2,312,153 $85.1M
SigFig Wealth Management, LLC 2.92% Add +2.5% 2,195,409 $80.7M
Angeles Investment Advisors, LLC 3.84% No change 2,171,000 $79.9M
Clark Capital Management Group, Inc. 0.53% Reduce -61.2% 2,058,308 $75.7M
Allstate Corp. 2.15% No change 1,988,000 $73.1M
Roberts Financial Services LLC 12.58% Add +3.4% 1,812,770 $66.7M
Bank of New York Mellon Corp 0.01% Add +7.0% 1,738,878 $64.0M
1607 Capital Partners, LLC 4.93% Add +15069.1% 1,668,600 $61.4M
One Capital Management, LLC 2.02% Add +4.7% 1,656,964 $61.0M
Rebalance, LLC 4.54% Add +2.7% 1,650,037 $60.7M
Alaska Permanent Fund Corp 0.88% Reduce -23.7% 1,611,619 $59.3M
Bricktown Capital, LLC 12.07% Reduce -16.8% 1,570,846 $57.8M
Assetmark, Inc. 0.16% Add +5.6% 1,559,511 $57.4M
Osaic Holdings, Inc. 0.12% Add +14.1% 1,482,942 $54.6M
American Century Companies Inc. 0.03% No change 1,480,560 $54.5M
Venturi Wealth Management, LLC 2.53% Reduce -18.9% 1,398,596 $51.5M
Cerity Partners LLC 0.11% Add +13.2% 1,393,182 $51.3M
Mercer Global Advisors Inc. 0.12% Add +3.3% 1,330,416 $48.9M
Koss-Olinger Consulting, LLC 4.19% Add +3.8% 1,298,734 $47.8M
Jane Street Group, LLC 0.07% Add +713.2% 1,159,450 $42.7M
Cwm, LLC 0.17% Reduce -0.9% 1,136,426 $41.8M
Wealthfront Advisers LLC 0.12% Reduce -5.6% 1,121,579 $41.3M
Prime Capital Investment Advisors, LLC 0.54% Add +2.7% 1,006,844 $37.0M
US Bancorp \de 0.05% Reduce -2.3% 975,861 $35.9M
Capital Asset Advisory Services LLC 1.66% Add +1.0% 913,257 $33.8M
Axxcess Wealth Management, LLC 0.83% Add +1.0% 913,905 $33.6M
Prudential Financial Inc. 0.05% Reduce -10.4% 912,516 $33.6M
Deutsche Bank AG 0.01% Add +69.2% 908,227 $33.4M
Potomac Fund Management Inc. 1.88% — 871,863 $32.1M
Partners Capital Investment Group, LLP 0.86% Reduce -50.4% 850,775 $31.3M
Cetera Investment Advisers 0.06% Add +6.0% 764,638 $28.1M
NEOS Investment Management LLC 0.65% Add +6.4% 755,689 $27.8M
Sumitomo Life Insurance Co. 0.50% Add +1026.9% 724,600 $26.7M
Prestige Wealth Management Group LLC 5.54% Add +3.9% 724,597 $26.7M
Mackenzie Financial Corp. 0.03% Add +260.5% 670,889 $24.7M
Stifel Financial Corp. 0.03% Add +5.0% 664,917 $24.5M
Santa Clara Valley Transportation Authority 22.74% No change 614,225 $22.6M
DSC Meridian Capital LP 16.99% Reduce -27.1% 576,428 $21.2M
&partners 0.25% Add +185.1% 569,283 $21.0M
Trek Financial, LLC 1.49% Reduce -7.2% 540,819 $19.9M
Baker Avenue Asset Management, LP 0.61% Add +4.6% 540,344 $19.9M
Loomis Sayles & Co. L P 0.03% Add +21.3% 539,185 $19.8M
Commonwealth Equity Services, LLC 0.03% Reduce -2.0% 508,742 $18.7M
Neuberger Berman Group LLC 0.01% Add +69.8% 497,948 $18.3M
Clearstead Advisors, LLC 0.28% Add +28.9% 491,880 $18.1M
Phillips Financial Management, LLC 1.42% Add +3.6% 490,595 $18.0M
Nomura Asset Management Co. Ltd. 0.05% New 462,300 $17.0M
Citigroup Inc. 0.02% Add +5.3% 440,166 $16.2M
Equitable Holdings, Inc. 0.15% Add +0.2% 438,721 $16.1M
Y.D. More Investments Ltd 1.39% Add +36.8% 420,123 $15.5M
Nuveen Asset Management, LLC 0.00% Reduce -68.0% 409,081 $15.2M
Aveo Capital Partners, LLC 1.65% Add +149.2% 410,116 $15.1M
Wedmont Private Capital 0.77% Add +5.0% 396,120 $14.5M
First Command Advisory Services, Inc. 0.13% Add +11.6% 375,460 $13.8M
Alliancebernstein L.P. 0.00% Reduce -5.0% 355,336 $13.1M
Allegiance Financial Group Advisory Services LLC 4.13% Add +8.0% 346,938 $12.8M
Truist Financial Corp. 0.02% Add +33.8% 330,687 $12.2M
Betterment LLC 0.03% Add +29.7% 318,801 $11.7M
Two Sigma Securities, LLC 2.09% Add +129.7% 312,668 $11.5M
Jefferies Financial Group Inc. 0.13% New 311,710 $11.5M
JTC Employer Solutions Trustee Ltd 0.81% No change 310,219 $11.4M
Principal Financial Group Inc. 0.01% Add +17.9% 308,287 $11.3M
Tidal Investments LLC 0.09% New 302,840 $11.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.76% Reduce -4.8% 294,800 $10.8M
Principal Securities, Inc. 0.23% Add +45.3% 280,270 $10.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% New 274,000 $10.1M
Townsquare Capital LLC 0.11% Add +3.8% 273,597 $10.1M
HighTower Advisors, LLC 0.01% Add +409.1% 273,571 $10.1M
Baird Financial Group, Inc. 0.02% Add +2.8% 270,978 $10.0M
Alps Advisors Inc. 0.06% Add +0.3% 267,173 $9.8M
Ethos Financial Group, LLC 1.27% Add +1353.0% 264,068 $9.7M
HRT Financial LP 0.05% Reduce -41.8% 263,579 $9.7M
FC Advisory LLC 3.23% Add +3.0% 262,269 $9.6M
Avidian Wealth Enterprises, LLC 0.43% Add +5.1% 261,397 $9.6M

"% of holder's portfolio" is USHY's weight in each manager's 13F, not the share of iShares Broad Usd High Yield the manager owns.

Show all 548 holders