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USHY Institutional Ownership & 13F Holders | SmartMoneyDB

USHYISHARES TR

BROAD USD HIGH · CUSIP 46435U853

Smart Money Ownership

Of the 6 tracked institutions holding USHY, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +5.3pt. It's a gauge of who owns the name, not just how many.

Gotham Asset Management, LLC

$1.7M

+2.6pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

USHY (ISHARES TR) Institutional Ownership Summary

Among the 6 tracked institutional investors we monitor, USHY (ISHARES TR) is held with a combined value of $1.93B across 52,144,333 shares. The largest holder is BlackRock, Inc. with a position worth $1.56B (0.02% of their portfolio). CITADEL ADVISORS LLC opened a new position in the most recent quarter. 4 funds increased their holdings. 1 fund reduced its position.

Total Institutional Value

$1.93B

Total Shares Held

52,144,333

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

BlackRock, Inc.+84% shares~$708.5M FMR LLC+20% shares~$60.7M CITADEL ADVISORS LLCNew position~$5.7M AQR CAPITAL MANAGEMENT LLC+29% shares~$475.2K Gotham Asset Management, LLC+2% shares~$36.6K

13F Institutional Holders

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Fisher Asset Management, LLC

0.00% of book-9.8%

$5.33M

AQR CAPITAL MANAGEMENT LLC

0.00% of book+29.2%

$2.10M

Gotham Asset Management, LLC

0.01% of book+2.2%

$1.70M

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$1.56B	42,060,397	0.02%	+83.5%
2	FMR LLC	$358.47M	9,683,034	0.02%	+20.4%
3	CITADEL ADVISORS LLC	$5.71M	154,116	0.00%	New
4	Fisher Asset Management, LLC	$5.33M	144,061	0.00%	-9.8%
5	AQR CAPITAL MANAGEMENT LLC	$2.10M	56,801	0.00%	+29.2%
6	Gotham Asset Management, LLC	$1.70M	45,924	0.01%	+2.2%

Frequently Asked Questions

Which institutional investors own the most USHY stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of USHY with a position worth $1.56B, representing 0.02% of their portfolio. In total, 6 institutional investors hold USHY with a combined value of $1.93B.

Are hedge funds buying or selling USHY?

In the most recent quarter, 1 fund opened a new position in USHY. Additionally, 4 increased their holdings and 1 reduced their positions.

What percentage of USHY is owned by institutional investors?

Institutional investors hold $1.93B worth of USHY stock across 6 positions. The largest institutional holder is BlackRock, Inc. with $1.56B in holdings.

What is a 13F filing and why does it matter for USHY?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For USHY, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track USHY institutional moves

Get notified when hedge funds change their USHY positions.