iShares Broad Usd High YieldUSHYETF

13F holders, Q4 2025 (December 31)
664holders +69
95new positions
56sold out
4famous investors
$37.40avg. 13F price*

At the end of Q4 2025, 664 institutions reported holding iShares Broad Usd High Yield (USHY) in their 13F filings, up 69 from Q3 2025. 95 opened new positions and 56 sold out. The largest holders were Jones Financial Companies LLLP ($3.3B), Prudential PLC ($2.4B) and Wells Fargo & Company ($1.6B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions95$502.1M
Exits56$197.0M

All 13F filers, Q3 2025 → Q4 2025: 84,561,552 shares bought and 37,028,671 shares sold, net +47,532,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 664 holders

Jones Financial Companies LLLP 2.01% Add +42.5% 88,011,098 $3.3B
Prudential PLC 18.92% Reduce -2.4% 63,220,874 $2.4B
Wells Fargo & Company 0.32% Add +4.2% 43,546,896 $1.6B
Northern Trust Corp. 0.17% Add +6.3% 36,543,162 $1.4B
Bank of America Corp. 0.09% Add +3.3% 32,515,825 $1.2B
BlackRock, Inc. 0.01% Reduce -47.1% 20,931,642 $782.7M
Goldman Sachs Group Inc. 0.11% Add +16.1% 19,751,211 $738.6M
Raymond James Financial Inc. 0.21% Add +9.0% 18,341,550 $685.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3.35% Add +17.8% 16,960,000 $634.2M
Counterpoint Mutual Funds LLC 41.77% Add +4.7% 15,079,411 $563.9M
Japan Science & Technology Agency 9.84% Add +11.7% 14,319,906 $535.5M
Ilmarinen Mutual Pension Insurance Co 4.20% Reduce -19.2% 14,080,000 $526.5M
Morgan Stanley 0.03% Add +4.6% 13,291,070 $497.0M
JPMorgan Chase & Co. 0.03% Add +56.0% 11,904,449 $445.2M
Caisse de depot et placement du Quebec 0.64% Add +33.1% 10,057,165 $376.1M
Tiaa Trust, National Association 0.88% Add +4.3% 9,768,912 $365.5M
Ocean Park Asset Management, LLC 13.46% Reduce -0.6% 7,668,224 $286.8M
Northwestern Mutual Investment Management Company, LLC 3.26% Add +1258.2% 7,470,000 $279.3M
Thrivent Financial for Lutherans 0.43% Reduce -0.3% 6,336,093 $236.9M
FMR LLC 0.01% Add +0.3% 5,745,828 $214.9M
Toews Corp. 31.11% Reduce -9.2% 5,719,000 $213.9M
LPL Financial LLC 0.06% Add +9.1% 5,462,692 $204.3M
Envestnet Asset Management Inc. 0.06% Add +6.0% 5,391,108 $201.6M
Principal Financial Group Inc. 0.10% Add +28.3% 5,344,096 $199.8M
Polianta Ltd 23.87% New 4,877,000 $182.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.12% Add +0.7% 4,610,233 $172.4M
Nepc LLC 3.33% Add +63.0% 4,179,289 $156.3M
Royal Bank of Canada 0.03% Reduce -1.9% 4,053,539 $151.6M
Kensington Asset Management, LLC 7.40% Add +21.9% 3,828,128 $143.3M
1832 Asset Management L.P. 0.14% Add +2.3% 2,930,783 $109.6M
SigFig Wealth Management, LLC 3.02% Add +6.7% 2,710,205 $101.3M
Bank of New York Mellon Corp 0.02% Add +7.2% 2,396,151 $89.6M
Assetmark, Inc. 0.18% Reduce -8.3% 2,364,213 $88.4M
One Capital Management, LLC 2.65% Add +11.1% 2,341,985 $87.6M
UBS Group AG 0.02% Add +6.4% 2,209,316 $82.6M
American Century Companies Inc. 0.04% Add +26.5% 1,992,910 $74.5M
South Dakota Investment Council 1.37% New 1,926,000 $72.0M
State of New Jersey Common Pension Fund D 0.26% Add +58.3% 1,900,000 $71.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% New 1,827,620 $68.3M
Betterment LLC 0.13% Add +18.8% 1,795,176 $67.1M
Cerity Partners LLC 0.10% Add +5.3% 1,789,351 $66.9M
Rebalance, LLC 3.67% Reduce -5.9% 1,680,454 $62.8M
NEOS Investment Management LLC 0.36% Add +31.1% 1,674,354 $62.6M
Cwm, LLC 0.17% Add +7.0% 1,643,393 $61.5M
Bricktown Capital, LLC 10.17% Add +2.5% 1,615,148 $60.4M
Natixis Advisors, LLC 0.08% Add +18.5% 1,583,506 $59.2M
1607 Capital Partners, LLC 3.92% Reduce -22.4% 1,536,225 $57.4M
Koss-Olinger Consulting, LLC 4.28% Add +22.4% 1,478,347 $55.3M
Wealthfront Advisers LLC 0.12% Add +2.0% 1,404,133 $52.5M
Mercer Global Advisors Inc. 0.08% Add +10.7% 1,371,180 $51.4M
Factory Mutual Insurance Co. 0.51% No change 1,355,000 $50.7M
Shenkman Capital Management Inc. 28.82% Add +298.9% 1,280,225 $48.1M
Jane Street Group, LLC 0.06% Add +448.9% 1,244,389 $46.5M
Mackenzie Financial Corp. 0.05% Add +35.7% 1,233,190 $46.1M
Barings LLC 0.85% Add +0.7% 1,191,000 $44.5M
Cetera Investment Advisers 0.05% Add +24.3% 1,179,315 $44.1M
Allstate Corp. 0.60% Reduce -10.0% 1,172,783 $43.9M
Roberts Financial Services LLC 13.57% Add +3.8% 1,156,049 $43.2M
Osaic Holdings, Inc. 0.06% Reduce -11.2% 1,145,055 $42.8M
US Bancorp \de 0.05% Add +8.6% 1,076,596 $40.3M
Baird Financial Group, Inc. 0.06% Add +17.8% 1,070,546 $40.0M
Charles Schwab Investment Management Inc. 0.01% Add +6.2% 1,054,196 $39.4M
Prime Capital Investment Advisors, LLC 0.47% Add +2.5% 1,027,420 $38.4M
Capital Asset Advisory Services LLC 1.54% Add +12.3% 1,018,285 $38.2M
Axxcess Wealth Management, LLC 0.68% Add +11.7% 1,020,061 $38.1M
Stifel Financial Corp. 0.03% Add +4.3% 958,623 $35.8M
Ninety One UK Ltd 0.07% Add +86.2% 864,416 $32.3M
DSC Meridian Capital LP 15.62% Add +82.9% 851,675 $31.8M
New York Life Investment Management LLC 0.27% Add +81.5% 833,587 $31.2M
Massachusetts Financial Services Co. 0.01% No change 809,800 $30.3M
Prestige Wealth Management Group LLC 5.45% Add +2.5% 763,521 $28.6M
Sumitomo Life Insurance Co. 0.77% Add +15.8% 754,000 $28.2M
First Command Advisory Services, Inc. 0.18% Add +21.8% 709,628 $26.5M
BTS Asset Management, Inc. 34.97% Reduce -6.7% 691,112 $25.9M
Prudential Financial Inc. 0.03% Add +260.4% 685,069 $25.6M
Potomac Fund Management Inc. 0.93% New 676,301 $25.3M
Liberty Mutual Group Asset Management Inc. 2.39% New 671,051 $25.1M
Elo Mutual Pension Insurance Co 0.38% New 670,000 $25.1M
Santa Clara Valley Transportation Authority 20.76% No change 660,479 $24.7M
Commonwealth Equity Services, LLC 0.03% Reduce -2.3% 654,243 $24.5M
&partners 0.13% Reduce -7.3% 648,672 $24.3M
Baker Avenue Asset Management, LP 0.53% Add +6.0% 613,323 $22.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +23.0% 613,021 $22.9M
Ameriprise Financial Inc. 0.01% Reduce -15.1% 609,593 $22.8M
Clearstead Advisors, LLC 0.28% Reduce -2.9% 585,072 $21.9M
Phillips Financial Management, LLC 1.39% Add +4.4% 575,158 $21.5M
Equitable Holdings, Inc. 0.14% Add +30.6% 564,497 $21.1M
Truist Financial Corp. 0.03% Reduce -2.5% 563,550 $21.1M
BNP Paribas Financial Markets 0.01% Reduce -16.0% 554,247 $20.7M
OneDigital Investment Advisors LLC 0.20% Reduce -3.9% 534,357 $20.0M
Allegiance Financial Group Advisory Services LLC 3.71% Add +6.0% 471,874 $17.6M
Alliancebernstein L.P. 0.01% Add +6.7% 468,640 $17.5M
Nuveen, LLC 0.00% New 467,000 $17.5M
Wedmont Private Capital 0.58% Add +4.6% 441,908 $16.6M
Aberdeen Group plc 0.03% Add +26.7% 439,860 $16.4M
Northeast Financial Group, Inc. 4.03% Add +10.0% 429,427 $16.1M
Alps Advisors Inc. 0.08% Add +3.8% 387,923 $14.5M
Trajan Wealth LLC 0.60% Add +11.5% 382,233 $14.3M
Summit Wealth Group, LLC 3.24% Add +4.3% 370,580 $13.9M
Pathstone Holdings, LLC 0.05% Reduce -16.5% 369,018 $13.8M

"% 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 664 holders