iShares Broad Usd High YieldUSHYETF

13F holders, Q3 2025 (September 30)
595holders +18
80new positions
56sold out
6famous investors
$37.77avg. 13F price*

At the end of Q3 2025, 595 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, up 18 from Q2 2025. 80 opened new positions and 56 sold out. The largest holders were Prudential PLC ($2.4B), Jones Financial Companies LLLP ($2.3B) and Wells Fargo & Company ($1.6B). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions80$423.7M
Exits56$299.5M

All 13F filers, Q2 2025 → Q3 2025: 77,628,010 shares bought and 58,054,116 shares sold, net +19,573,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 595 holders

Prudential PLC 17.99% Reduce -14.0% 64,782,827 $2.4B
Jones Financial Companies LLLP 1.59% Add +177.0% 61,767,288 $2.3B
Wells Fargo & Company 0.32% Add +5.0% 41,786,383 $1.6B
BlackRock, Inc. 0.03% Reduce -13.9% 39,558,170 $1.5B
Northern Trust Corp. 0.17% Reduce -1.9% 34,385,942 $1.3B
Bank of America Corp. 0.09% Add +7.2% 31,467,456 $1.2B
Ilmarinen Mutual Pension Insurance Co 4.94% Add +2.0% 17,430,000 $658.5M
Goldman Sachs Group Inc. 0.09% Add +3.6% 17,009,852 $642.6M
Raymond James Financial Inc. 0.20% Add +2.0% 16,820,246 $635.5M
Counterpoint Mutual Funds LLC 42.99% Add +9.3% 14,409,884 $544.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3.12% No change 14,399,000 $544.0M
Japan Science & Technology Agency 8.62% Add +45.4% 12,819,906 $484.3M
Morgan Stanley 0.03% Add +1.2% 12,706,997 $480.1M
Tiaa Trust, National Association 0.86% Add +5.6% 9,364,978 $353.9M
Ocean Park Asset Management, LLC 12.02% Reduce -33.7% 7,715,343 $291.5M
JPMorgan Chase & Co. 0.02% Reduce -69.8% 7,632,220 $288.3M
Caisse de depot et placement du Quebec 0.51% New 7,557,165 $285.5M
Thrivent Financial for Lutherans 0.48% Add +13.2% 6,357,507 $240.2M
Toews Corp. 34.01% Add +2.5% 6,300,000 $238.0M
FMR LLC 0.01% Reduce -18.0% 5,730,022 $216.5M
Envestnet Asset Management Inc. 0.06% Reduce -7.0% 5,085,362 $192.1M
LPL Financial LLC 0.06% Add +14.5% 5,009,197 $189.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.27% Add +3.0% 4,579,261 $173.0M
Principal Financial Group Inc. 0.08% Reduce -1.3% 4,165,444 $157.4M
Royal Bank of Canada 0.03% Add +17.6% 4,132,747 $156.1M
Kensington Asset Management, LLC 7.11% Reduce -17.3% 3,140,450 $118.6M
1832 Asset Management L.P. 0.18% Reduce -20.2% 2,865,939 $108.3M
Assetmark, Inc. 0.21% Reduce -3.9% 2,579,171 $97.4M
Nepc LLC 2.55% No change 2,563,323 $96.8M
SigFig Wealth Management, LLC 2.97% Add +10.8% 2,540,665 $96.0M
Citadel Advisors 0.07% New 2,295,906 $86.7M
Bank of New York Mellon Corp 0.02% Add +2.3% 2,235,893 $84.5M
Citigroup Inc. 0.06% Add +4.1% 2,212,132 $83.6M
One Capital Management, LLC 2.54% Add +19.2% 2,107,182 $79.6M
UBS Group AG 0.02% Add +3.3% 2,076,413 $78.4M
1607 Capital Partners, LLC 5.64% Reduce -2.1% 1,979,500 $74.8M
Angel Oak Capital Advisors, LLC 55.06% Add +3726.4% 1,855,800 $70.1M
Rebalance, LLC 4.07% Add +4.4% 1,786,170 $67.5M
Cerity Partners LLC 0.10% Add +10.6% 1,698,774 $64.2M
American Century Companies Inc. 0.03% Add +6.4% 1,575,317 $59.5M
Bricktown Capital, LLC 9.80% No change 1,574,912 $59.5M
Cwm, LLC 0.17% Add +1.1% 1,535,274 $58.0M
Betterment LLC 0.11% Add +16.7% 1,510,820 $57.1M
Wealthfront Advisers LLC 0.12% Add +12.3% 1,376,561 $52.0M
Factory Mutual Insurance Co. 0.50% No change 1,355,000 $51.2M
Natixis Advisors, LLC 0.07% Add +1370.7% 1,336,302 $50.5M
Allstate Corp. 1.12% Add +2.3% 1,302,783 $49.2M
Osaic Holdings, Inc. 0.07% Add +13.4% 1,289,255 $48.5M
NEOS Investment Management LLC 0.36% Add +8.0% 1,276,768 $48.0M
Mercer Global Advisors Inc. 0.08% Add +26.2% 1,238,513 $46.8M
State of New Jersey Common Pension Fund D 0.17% Add +200.0% 1,200,000 $45.3M
Koss-Olinger Consulting, LLC 3.74% Reduce -0.4% 1,207,451 $45.3M
Barings LLC 0.87% Add +165.5% 1,183,000 $44.7M
Roberts Financial Services LLC 13.58% Add +4.8% 1,113,312 $42.1M
Prime Capital Investment Advisors, LLC 0.48% Add +1.2% 1,002,331 $37.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -65.9% 992,649 $37.5M
US Bancorp \de 0.04% Add +0.1% 991,589 $37.5M
Cetera Investment Advisers 0.04% Add +8.4% 949,084 $35.9M
Stifel Financial Corp. 0.03% Add +16.4% 919,530 $34.7M
Axxcess Wealth Management, LLC 0.73% Add +4.7% 913,369 $34.5M
Baird Financial Group, Inc. 0.06% Add +8.8% 908,814 $34.3M
Mackenzie Financial Corp. 0.04% Add +8.1% 908,564 $34.3M
Capital Asset Advisory Services LLC 1.48% Add +3.1% 907,040 $34.3M
Logan Stone Capital, LLC 15.09% Add +187.6% 879,417 $33.2M
Cambridge Investment Research Advisors, Inc. 0.09% Add +11.7% 865,186 $32.7M
Focus Partners Advisor Solutions, LLC 0.36% Add +111.5% 848,610 $31.8M
Massachusetts Financial Services Co. 0.01% Add +3165.3% 809,800 $30.6M
Prestige Wealth Management Group LLC 5.43% Add +2.6% 744,649 $28.1M
BTS Asset Management, Inc. 35.86% Reduce -8.1% 740,413 $28.0M
Ameriprise Financial Inc. 0.01% Add +16.9% 717,577 $27.4M
&partners 0.17% Add +13.0% 699,345 $25.8M
Commonwealth Equity Services, LLC 0.03% Add +37.4% 669,836 $25.3M
Santa Clara Valley Transportation Authority 20.92% Add +7.5% 660,479 $25.0M
BNP Paribas Financial Markets 0.02% Reduce -40.1% 659,474 $24.9M
Sumitomo Life Insurance Co. 0.76% Add +196.1% 651,200 $24.6M
Clearstead Advisors, LLC 0.33% Reduce -1.4% 602,424 $22.8M
First Command Advisory Services, Inc. 0.16% Add +16.9% 582,514 $22.0M
Baker Avenue Asset Management, LP 0.52% Add +2.5% 578,438 $21.9M
Truist Financial Corp. 0.03% Add +7.1% 577,818 $21.8M
OneDigital Investment Advisors LLC 0.22% Reduce -6.0% 556,094 $21.0M
Phillips Financial Management, LLC 1.37% Add +5.3% 550,954 $20.8M
Northwestern Mutual Investment Management Company, LLC 0.30% No change 550,000 $20.8M
Partners Capital Investment Group, LLP 0.76% Add +1.2% 504,949 $19.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +28.9% 498,302 $18.8M
Neuberger Berman Group LLC 0.01% Reduce -13.2% 485,358 $18.3M
DSC Meridian Capital LP 8.80% Reduce -54.0% 465,711 $17.6M
Ninety One UK Ltd 0.04% Add +207.8% 464,171 $17.5M
New York Life Investment Management LLC 0.15% Add +47.8% 459,392 $17.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.99% Add +76.4% 453,600 $17.1M
Allegiance Financial Group Advisory Services LLC 3.87% Add +11.3% 445,350 $16.8M
Pathstone Holdings, LLC 0.06% Add +72.3% 441,842 $16.7M
Alliancebernstein L.P. 0.01% Add +9.3% 439,242 $16.6M
Equitable Holdings, Inc. 0.12% Add +14.0% 432,297 $16.3M
Wedmont Private Capital 0.59% Add +4.0% 422,652 $15.9M
Nomura Asset Management Co. Ltd. 0.04% Add +42.2% 393,000 $14.8M
Northeast Financial Group, Inc. 3.67% Add +20.4% 390,232 $14.7M
Loomis Sayles & Co. L P 0.02% Add +24.0% 386,100 $14.6M
Alps Advisors Inc. 0.08% Reduce -0.1% 373,668 $14.1M
Principal Securities, Inc. 0.23% Reduce -4.9% 371,463 $14.0M
Summit Wealth Group, LLC 3.25% Add +5.3% 355,370 $13.4M

"% 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 595 holders