USHY Institutional Ownership & Shareholders
ISHARES BROAD USD HIGH YIELD (USHY) is currently held by 668 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $25.46B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of USHY tracked by InsiderSet, reporting ownership valued at approximately $3.79B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.66B, representing an estimated loss of -3.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed USHY value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Wells Fargo & Company/Mn, Prudential Plc, and several other long-term asset managers with concentrated positions in ISHARES BROAD USD HIGH YIELD (USHY).
This page ranks the largest institutional USHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
668
Total Reported Value
$25.46B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$3.79B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | 1.52% | 102,450,126 | $3,785,532,663 | $3,663,616,506 | -$121,916,157 | -3.22% | |
| Wells Fargo & Company/Mn | 0.46% | 71,640,220 | $2,652,120,953 | $2,561,854,267 | -$90,266,686 | -3.40% | |
| Prudential Plc | 13.07% | 64,814,347 | $2,399,427,126 | $2,317,761,049 | -$81,666,077 | -3.40% | |
| Blackrock, Inc. | 0.02% | 42,060,397 | $1,557,075,890 | $1,504,079,797 | -$52,996,093 | -3.40% | |
| Northern Trust Corp | 0.14% | 31,773,821 | $1,176,266,853 | $1,136,231,839 | -$40,035,014 | -3.40% | |
| Ubs Group Ag | 0.15% | 26,025,924 | $963,479,706 | $930,687,042 | -$32,792,664 | -3.40% | |
| Goldman Sachs Group Inc | 0.09% | 23,595,060 | $873,489,113 | $843,759,346 | -$29,729,767 | -3.40% | |
| Bank Of America Corp | 0.05% | 21,726,225 | $804,304,834 | $776,929,806 | -$27,375,028 | -3.40% | |
| Raymond James Financial Inc | 0.21% | 20,479,608 | $758,155,077 | $732,350,782 | -$25,804,295 | -3.40% | |
| Morgan Stanley | 0.03% | 16,319,051 | $604,131,298 | $583,569,264 | -$20,562,034 | -3.40% | |
| Ilmarinen Mutual Pension Insurance Co | 3.53% | 14,110,000 | $522,352,000 | $504,573,600 | -$17,778,400 | -3.40% | |
| Japan Science & Technology Agency | 9.28% | 14,319,906 | $511,507,042 | $512,079,839 | +$572,797 | +0.11% | |
| British Columbia Investment Management Corp | 3.06% | 13,205,000 | $488,849,100 | $472,210,800 | -$16,638,300 | -3.40% | |
| Tiaa Wealth Investment Management Llc | 2.81% | 11,355,800 | $420,505,270 | $406,083,408 | -$14,421,862 | -3.43% | |
| Caisse De Depot Et Placement Du Quebec | 0.53% | 10,057,165 | $372,316,248 | $359,644,220 | -$12,672,028 | -3.40% | |
| Fmr Llc | 0.02% | 9,683,034 | $358,465,926 | $346,265,296 | -$12,200,630 | -3.40% | |
| Northwestern Mutual Investment Management Company, Llc | 3.75% | 8,646,000 | $320,074,920 | $309,180,960 | -$10,893,960 | -3.40% | |
| Ocean Park Asset Management, Llc | 17.04% | 7,868,400 | $281,059,248 | $281,373,984 | +$314,736 | +0.11% | |
| Royal Bank Of Canada | 0.05% | 7,291,228 | $269,920,000 | $260,734,313 | -$9,185,687 | -3.40% | |
| Envestnet Asset Management Inc | 0.06% | 6,458,499 | $239,093,638 | $230,955,924 | -$8,137,714 | -3.40% | |
| Jane Street Group, Llc | 0.14% | 6,021,477 | $222,915,079 | $215,328,018 | -$7,587,061 | -3.40% | |
| Thrivent Financial For Lutherans | 0.37% | 5,954,526 | $220,437,000 | $212,933,850 | -$7,503,150 | -3.40% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.04% | 5,653,753 | $208,284,261 | $202,178,207 | -$6,106,054 | -2.93% | |
| Lpl Financial Llc | 0.05% | 5,521,305 | $204,398,732 | $197,441,867 | -$6,956,865 | -3.40% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.67% | 5,287,519 | $195,743,953 | $189,081,679 | -$6,662,274 | -3.40% | |
| Nepc Llc | 3.61% | 5,230,809 | $193,644,549 | $187,053,730 | -$6,590,819 | -3.40% | |
| Toews Corp | 27.88% | 5,163,600 | $191,156,472 | $184,650,336 | -$6,506,136 | -3.40% | |
| Polianta Ltd | 22.13% | 4,835,000 | $178,991,000 | $172,899,600 | -$6,091,400 | -3.40% | |
| Jpmorgan Chase & Co | 0.01% | 4,718,882 | $174,740,264 | $168,747,220 | -$5,993,044 | -3.43% | |
| Truist Financial Corp | 0.19% | 4,598,067 | $164,242,964 | $164,426,876 | +$183,912 | +0.11% | |
| Sigfig Wealth Management, Llc | 3.13% | 3,510,960 | $125,411,049 | $125,551,930 | +$140,881 | +0.11% | |
| Allspring Global Investments Holdings, Llc | 0.17% | 3,018,362 | $111,422,838 | $107,936,625 | -$3,486,213 | -3.13% | |
| Allstate Corp | 1.05% | 2,843,829 | $105,278,550 | $101,695,325 | -$3,583,225 | -3.40% | |
| One Capital Management, Llc | 2.67% | 2,610,139 | $96,157,550 | $93,338,571 | -$2,818,979 | -2.93% | |
| Natixis Advisors, Llc | 0.09% | 2,222,793 | $82,287,000 | $79,487,078 | -$2,799,922 | -3.40% | |
| Cerity Partners Llc | 0.10% | 2,210,463 | $81,831,339 | $79,046,157 | -$2,785,182 | -3.40% | |
| 1832 Asset Management L.P. | 0.10% | 2,207,160 | $81,709,063 | $78,928,042 | -$2,781,021 | -3.40% | |
| Kensington Asset Management, Llc | 4.32% | 2,140,983 | $79,259,190 | $76,561,552 | -$2,697,638 | -3.40% | |
| Principal Financial Group Inc | 0.04% | 2,202,196 | $78,662,444 | $78,750,529 | +$88,085 | +0.11% | |
| Elo Mutual Pension Insurance Co | 1.00% | 2,096,382 | $77,608,062 | $74,966,620 | -$2,641,442 | -3.40% | |
| Cwm, Llc | 0.20% | 2,019,143 | $74,385,242 | $72,204,554 | -$2,180,688 | -2.93% | |
| South Dakota Investment Council | 1.27% | 2,006,500 | $74,281,000 | $71,752,440 | -$2,528,560 | -3.40% | |
| Neos Investment Management Llc | 0.26% | 1,940,278 | $71,422,960 | $69,384,341 | -$2,038,619 | -2.85% | |
| Betterment Llc | 0.12% | 1,909,046 | $70,673,000 | $68,267,485 | -$2,405,515 | -3.40% | |
| Rebalance, Llc | 3.63% | 1,971,661 | $70,427,729 | $70,506,597 | +$78,868 | +0.11% | |
| Ninety One Uk Ltd | 0.15% | 1,867,507 | $69,135,112 | $66,782,050 | -$2,353,062 | -3.40% | |
| Assetmark, Inc | 0.10% | 1,735,444 | $61,990,050 | $62,059,477 | +$69,427 | +0.11% | |
| Bank Of New York Mellon Corp | 0.01% | 1,635,033 | $60,528,881 | $58,468,780 | -$2,060,101 | -3.40% | |
| Bricktown Capital, Llc | 10.72% | 1,643,579 | $58,708,642 | $58,774,385 | +$65,743 | +0.11% | |
| Liberty Mutual Group Asset Management Inc. | 4.80% | 1,485,000 | $54,974,700 | $53,103,600 | -$1,871,100 | -3.40% |
Frequently asked questions about USHY
Who are the largest institutional holders of USHY?
The largest institutional holders of USHY reported in the latest SEC Form 13F filings include Jones Financial Companies Lllp, Wells Fargo & Company/Mn, Prudential Plc, Blackrock, Inc., and Northern Trust Corp. InsiderSet ranks institutional holders by their latest reported USHY position.
What is USHY institutional ownership?
This page tracks USHY positions reported by institutional investment managers through SEC Form 13F. ISHARES BROAD USD HIGH YIELD (USHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USHY?
InsiderSet currently tracks 668 institutional managers reporting USHY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USHY shareholders.
How much USHY stock do institutions own?
Institutional investment managers disclosed approximately $25.46B in USHY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USHY institutional ownership last updated?
The latest USHY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USHY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USHY position after the reporting date.
Are institutions buying or selling USHY?
Institutional buying and selling can be analyzed by comparing USHY positions across consecutive 13F reporting periods. InsiderSet's USHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USHY ownership changes.
How has USHY institutional ownership changed over time?
InsiderSet tracks USHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.