← Every company

Who Owns iShares Broad USD High Yield Corporate Bond ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Broad USD High Yield Corporate Bond ETF.

Who crossed 5% of USHY →
Managers holding
36
as of 2026-09-30
Reported value
$216.7M
summed across filings
Shares held
6.1M
Added vs trimmed
11 / 10
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
SigFig Wealth Management, LLCBROAD USD HIGH3.5M shadded$125.4M
Insight Wealth Strategies, LLCBROAD USD HIGH626.3K sh—$22.4M
Wedmont Private CapitalBROAD USD HIGH600.8K shadded$21.4M
Grove Bank & TrustBROAD USD HIGH335.1K shtrimmed$12M
FC Advisory LLCBROAD USD HIGH316.7K shadded$11.3M
CoreCap Advisors, LLCETF217.4K shadded$7.8M
THRYVE WEALTH MANAGEMENT LLCBROAD USD HIGH113.2K shadded$4M
Venture Visionary Partners LLCBROAD USD HIGH62K shtrimmed$2.2M
TITLEIST ASSET MANAGEMENT, LLCBROAD USD HIGH58.9K shtrimmed$2.1M
RIVERSEDGE ADVISORS, LLCBROAD USD HIGH52.1K shadded$1.9M
Avidian Wealth Enterprises, LLCBROAD USD HIGH21.5K shtrimmed$767.1K
Apella Capital, LLCBROAD USD HIGH19.5K shadded$695.6K
RVW Wealth, LLCBROAD USD HIGH19K shheld$676.9K
Farther Finance Advisors, LLCETF18.9K shtrimmed$673.8K
Sound Income Strategies, LLCBROAD USD HIGH17.1K shadded$610.8K
COLTON GROOME FINANCIAL ADVISORS, LLCBROAD USD HIGH15.7K shtrimmed$560K
Great Waters Wealth ManagementBROAD USD HIGH10.2K sh—$363.4K
Breakwater Capital GroupBROAD USD HIGH9.9K sh—$354.1K
KWMG, LLCBROAD USD HIGH8.5K shheld$304.9K
EPIQ PARTNERS, LLCBROAD USD HIGH7.3K shadded$261K
DAVIDSON TRUST COFixed Income6.7K shadded$238.7K
YHB Investment Advisors, Inc.BROAD USD HIGH6.6K sh—$234.1K
GK Wealth Management LLCBROAD USD HIGH2.3K sh—$83.9K
Olistico Wealth, LLCETF2.3K shtrimmed$80.4K
Investors Research CorpBROAD USD HIGH1.9K shheld$68.8K
ELEVATION WEALTH PARTNERS, LLCBROAD USD HIGH1.7K shadded$59.4K
ARMSTRONG ADVISORY GROUP, INCBROAD USD HIGH1.4K shheld$48.4K
Dorato Capital ManagementBROAD USD HIGH1.1K shtrimmed$39.1K
Paladin Partners, LLCETF658 shheld$23.5K
Deane Retirement Strategies, Inc.ETF560 sh—$20K
Bank & Trust CoBROAD USD HIGH464 shheld$16.6K
GAMMA Investing LLCETF328 shtrimmed$11.7K
TOMPKINS FINANCIAL CORPBROAD USD HIGH223 shheld$8K
TOTH FINANCIAL ADVISORY CORPBROAD USD HIGH69 sh—$2.5K
MJT & Associates Financial Advisory Group, Inc.ETF62 shheld$2.2K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund53 shtrimmed$1.9K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on USHY

Follow iShares Broad USD High Yield Corporate Bond ETF (USHY) by email

New trades in iShares Broad USD High Yield Corporate Bond ETF (USHY) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets