iShares Broad Usd High YieldUSHYETF

13F holders, Q1 2025 (March 31)
560holders +12
79new positions
70sold out
6famous investors
$36.81avg. 13F price*

At the end of Q1 2025, 560 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, up 12 from Q4 2024. 79 opened new positions and 70 sold out. The largest holders were Prudential PLC ($2.9B), Northern Trust Corp. ($1.5B) and BlackRock, Inc. ($1.4B). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions79$213.8M
Exits70$208.5M

All 13F filers, Q4 2024 → Q1 2025: 55,358,109 shares bought and 38,941,633 shares sold, net +16,416,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 560 holders

Prudential PLC 14.82% Add +1.9% 79,714,902 $2.9B
Northern Trust Corp. 0.22% Reduce -4.9% 40,250,816 $1.5B
BlackRock, Inc. 0.03% Reduce -17.7% 38,764,566 $1.4B
Wells Fargo & Company 0.34% Add +3.0% 38,233,982 $1.4B
Bank of America Corp. 0.09% Add +509.1% 27,770,173 $1.0B
Jones Financial Companies LLLP 0.69% Add +7.1% 20,808,055 $765.1M
Ilmarinen Mutual Pension Insurance Co 5.60% Add +23.8% 17,180,000 $632.4M
Raymond James Financial Inc. 0.22% Add +2.8% 15,891,938 $585.0M
Goldman Sachs Group Inc. 0.11% Add +6.3% 15,673,063 $576.9M
Morgan Stanley 0.03% Reduce -3.3% 12,395,394 $456.3M
Ocean Park Asset Management, LLC 15.19% Add +19.5% 11,630,696 $428.1M
Japan Science & Technology Agency 4.99% No change 8,819,906 $324.7M
JPMorgan Chase & Co. 0.02% Add +109.4% 8,187,111 $301.4M
Thrivent Financial for Lutherans 0.51% Reduce -22.5% 6,179,399 $227.7M
Counterpoint Mutual Funds LLC 27.65% Reduce -37.6% 5,243,786 $193.0M
LPL Financial LLC 0.07% Add +26.3% 4,846,157 $178.4M
Kensington Asset Management, LLC 17.99% Reduce -1.8% 4,651,110 $171.2M
Envestnet Asset Management Inc. 0.05% Reduce -2.5% 4,557,756 $167.8M
Tiaa Trust, National Association 0.48% Reduce -6.4% 4,179,108 $153.8M
BNP Paribas Financial Markets 0.10% Reduce -57.6% 3,461,944 $127.4M
Charles Schwab Investment Management Inc. 0.02% Reduce -3.4% 3,224,778 $118.7M
UBS Group AG 0.02% Reduce -11.8% 3,001,920 $110.5M
Nepc LLC 2.61% No change 2,563,323 $94.4M
1832 Asset Management L.P. 0.16% Reduce -0.5% 2,305,575 $84.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.52% Add +739.0% 2,299,000 $84.6M
SigFig Wealth Management, LLC 2.98% Add +2.2% 2,244,687 $82.5M
1607 Capital Partners, LLC 6.20% Add +25.3% 2,090,600 $77.0M
Clark Capital Management Group, Inc. 0.54% Add +0.1% 2,059,568 $75.8M
Allstate Corp. 2.15% No change 1,988,000 $73.2M
Bank of New York Mellon Corp 0.01% Add +5.9% 1,840,992 $67.8M
Roberts Financial Services LLC 12.85% Reduce -0.9% 1,796,957 $66.1M
Citigroup Inc. 0.05% Add +306.4% 1,788,698 $65.8M
One Capital Management, LLC 2.14% Add +3.5% 1,714,716 $63.1M
Rebalance, LLC 4.60% Add +3.0% 1,698,829 $62.5M
Angeles Investment Advisors, LLC 3.18% Reduce -26.1% 1,604,000 $59.0M
Cerity Partners LLC 0.12% Add +13.0% 1,574,329 $58.0M
Bricktown Capital, LLC 10.83% No change 1,570,846 $57.8M
Assetmark, Inc. 0.15% Reduce -2.2% 1,524,665 $56.1M
American Century Companies Inc. 0.03% No change 1,480,560 $54.5M
Factory Mutual Insurance Co. 0.58% New 1,355,000 $49.9M
Koss-Olinger Consulting, LLC 4.07% Add +1.1% 1,313,615 $48.4M
Alaska Permanent Fund Corp 0.67% Reduce -18.6% 1,311,619 $48.0M
Wealthfront Advisers LLC 0.13% Add +14.4% 1,283,228 $47.2M
Partners Capital Investment Group, LLP 0.76% Add +44.5% 1,228,973 $45.2M
DSC Meridian Capital LP 43.42% Add +106.8% 1,192,052 $43.9M
Betterment LLC 0.10% Add +271.2% 1,183,261 $43.6M
Cwm, LLC 0.17% Add +0.7% 1,144,744 $42.1M
Royal Bank of Canada 0.01% Reduce -50.5% 1,144,638 $42.1M
Prime Capital Investment Advisors, LLC 0.45% Add +3.6% 1,043,564 $38.4M
Osaic Holdings, Inc. 0.08% Reduce -31.2% 1,020,095 $37.6M
Logan Stone Capital, LLC 16.90% New 983,933 $36.2M
Mercer Global Advisors Inc. 0.08% Reduce -27.6% 963,285 $35.5M
US Bancorp \de 0.05% Reduce -1.3% 962,905 $35.4M
NEOS Investment Management LLC 0.67% Add +27.2% 961,003 $35.2M
Axxcess Wealth Management, LLC 0.89% Reduce -2.6% 889,962 $32.8M
Capital Asset Advisory Services LLC 1.66% Reduce -2.9% 886,460 $32.6M
Cetera Investment Advisers 0.06% Add +6.8% 816,561 $30.1M
Old Mission Capital LLC 0.56% New 793,334 $29.2M
State Street Corp. 0.00% Reduce -76.5% 782,961 $28.8M
Mackenzie Financial Corp. 0.04% Add +16.2% 779,461 $28.7M
Stifel Financial Corp. 0.03% Add +17.0% 777,705 $28.6M
Prestige Wealth Management Group LLC 5.96% Add +4.5% 757,203 $27.9M
OneDigital Investment Advisors LLC 0.31% Add +192.5% 705,427 $26.0M
Loomis Sayles & Co. L P 0.04% Add +23.6% 666,580 $24.5M
&partners 0.25% Add +14.3% 650,658 $23.9M
Sumitomo Life Insurance Co. 0.81% Reduce -15.0% 615,600 $22.7M
Santa Clara Valley Transportation Authority 22.36% No change 614,225 $22.6M
GTS Securities LLC 0.88% New 555,000 $20.4M
Baker Avenue Asset Management, LP 0.64% Add +2.0% 551,043 $20.3M
Commonwealth Equity Services, LLC 0.03% Add +7.7% 547,910 $20.2M
Neuberger Berman Group LLC 0.02% Add +9.6% 545,567 $20.1M
Citadel Advisors 0.02% New 540,516 $19.9M
Phillips Financial Management, LLC 1.46% Add +4.9% 514,841 $19.0M
HRT Financial LP 0.11% Add +86.9% 492,607 $18.1M
Shenkman Capital Management Inc. 15.00% Add +580.6% 495,850 $18.0M
Deutsche Bank AG 0.01% Reduce -47.5% 476,886 $17.6M
Potomac Fund Management Inc. 7.56% Reduce -46.4% 467,101 $17.2M
First Command Advisory Services, Inc. 0.15% Add +15.1% 432,007 $15.9M
Equitable Holdings, Inc. 0.15% Reduce -1.8% 430,677 $15.9M
Prudential Financial Inc. 0.02% Reduce -54.6% 414,138 $15.2M
Wedmont Private Capital 0.75% Add +3.4% 409,744 $14.6M
FORM Wealth Advisors, LLC 1.96% — 392,891 $14.5M
Y.D. More Investments Ltd 1.25% Reduce -7.6% 388,257 $14.3M
Alliancebernstein L.P. 0.01% Add +9.2% 388,074 $14.3M
Allegiance Financial Group Advisory Services LLC 4.20% Add +8.2% 375,397 $13.8M
Townsquare Capital LLC 0.14% Add +33.8% 366,000 $13.5M
Nomura Asset Management Co. Ltd. 0.04% Reduce -21.4% 363,600 $13.4M
Truist Financial Corp. 0.02% Add +7.2% 354,341 $13.0M
Pathstone Holdings, LLC 0.06% Add +227.9% 343,023 $12.7M
Principal Financial Group Inc. 0.01% Add +10.9% 342,014 $12.6M
JTC Employer Solutions Trustee Ltd 0.94% No change 310,219 $11.4M
Rakuten Investment Management, Inc. 0.05% — 303,286 $11.2M
United Capital Financial Advisors, LLC 0.09% Add +244.8% 296,970 $10.9M
Trajan Wealth LLC 0.57% Add +20.9% 284,934 $10.5M
Principal Securities, Inc. 0.23% No change 280,270 $10.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +28.3% 276,694 $10.2M
Baird Financial Group, Inc. 0.02% Add +0.5% 272,427 $10.0M
FC Advisory LLC 3.38% Add +3.5% 271,545 $10.0M
Alps Advisors Inc. 0.06% Reduce -1.0% 264,578 $9.7M
Ethos Financial Group, LLC 0.93% No change 264,068 $9.7M

"% 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 560 holders