ISHARES BROAD USD HIGH YIELD (USHY) Institutional Shareholders
ISHARES BROAD USD HIGH YIELD (USHY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $21.27B in USHY holdings during the latest filing period.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of USHY tracked by InsiderSet, reporting ownership valued at approximately $3.47B in its March 31, 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 $3.51B, representing an estimated gain of +0.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed USHY value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Prudential Plc, Wells Fargo & Company/Mn, 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
639
Total Reported Value
$21.27B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$3.47B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | 1.67% | 95,360,826 | $3,474,949,519 | $3,509,278,397 | +$34,328,878 | +0.99% | |
| Prudential Plc | 13.26% | 61,458,457 | $2,264,129,556 | $2,261,671,218 | -$2,458,338 | -0.11% | |
| Wells Fargo & Company/Mn | 0.34% | 46,168,967 | $1,700,864,746 | $1,699,017,986 | -$1,846,760 | -0.11% | |
| Northern Trust Corp | 0.16% | 33,695,245 | $1,241,332,826 | $1,239,985,016 | -$1,347,810 | -0.11% | |
| Ubs Group Ag | 0.16% | 25,237,173 | $929,737,453 | $928,727,966 | -$1,009,487 | -0.11% | |
| Blackrock, Inc. | 0.01% | 22,926,529 | $844,613,328 | $843,696,267 | -$917,061 | -0.11% | |
| British Columbia Investment Management Corp | 4.93% | 22,630,000 | $833,689,200 | $832,784,000 | -$905,200 | -0.11% | |
| Bank Of America Corp | 0.06% | 21,285,168 | $784,145,596 | $783,294,182 | -$851,414 | -0.11% | |
| Goldman Sachs Group Inc | 0.10% | 20,917,029 | $770,583,349 | $769,746,667 | -$836,682 | -0.11% | |
| Raymond James Financial Inc | 0.22% | 19,440,895 | $716,202,485 | $715,424,936 | -$777,549 | -0.11% | |
| Japan Science & Technology Agency | 10.03% | 14,319,906 | $530,122,920 | $526,972,541 | -$3,150,379 | -0.59% | |
| Morgan Stanley | 0.03% | 12,575,624 | $463,286,025 | $462,782,963 | -$503,062 | -0.11% | |
| Tiaa Wealth Investment Management Llc | 3.14% | 11,282,244 | $411,576,276 | $415,186,579 | +$3,610,303 | +0.88% | |
| Caisse De Depot Et Placement Du Quebec | 0.59% | 10,057,165 | $370,505,959 | $370,103,672 | -$402,287 | -0.11% | |
| Ocean Park Asset Management, Llc | 14.79% | 8,293,739 | $307,034,218 | $305,209,595 | -$1,824,623 | -0.59% | |
| Fmr Llc | 0.02% | 8,044,193 | $296,348,060 | $296,026,302 | -$321,758 | -0.11% | |
| Envestnet Asset Management Inc | 0.06% | 6,458,499 | $239,093,638 | $237,672,763 | -$1,420,875 | -0.59% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.04% | 5,653,753 | $208,284,261 | $208,058,110 | -$226,151 | -0.11% | |
| Principal Financial Group Inc | 0.10% | 5,325,021 | $197,132,281 | $195,960,773 | -$1,171,508 | -0.59% | |
| Nepc Llc | 3.84% | 5,230,809 | $192,703,004 | $192,493,771 | -$209,233 | -0.11% | |
| Royal Bank Of Canada | 0.03% | 4,878,232 | $179,715,000 | $179,518,938 | -$196,062 | -0.11% | |
| Lpl Financial Llc | 0.05% | 4,636,622 | $170,813,144 | $170,627,690 | -$185,454 | -0.11% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.61% | 4,289,399 | $158,021,459 | $157,849,883 | -$171,576 | -0.11% | |
| Kensington Asset Management, Llc | 7.40% | 3,828,128 | $143,286,831 | $140,875,110 | -$2,411,721 | -1.68% | |
| Elo Mutual Pension Insurance Co | 2.27% | 3,745,000 | $137,965,800 | $137,816,000 | -$149,800 | -0.11% | |
| Sigfig Wealth Management, Llc | 3.14% | 3,203,583 | $118,628,238 | $117,891,854 | -$736,384 | -0.62% | |
| Allspring Global Investments Holdings, Llc | 0.19% | 3,054,526 | $112,345,471 | $112,406,557 | +$61,086 | +0.05% | |
| Truist Financial Corp | 0.12% | 2,731,157 | $101,107,445 | $100,506,578 | -$600,867 | -0.59% | |
| One Capital Management, Llc | 2.64% | 2,610,139 | $96,157,550 | $96,053,115 | -$104,435 | -0.11% | |
| Assetmark, Inc | 0.16% | 2,522,363 | $93,377,892 | $92,822,958 | -$554,934 | -0.59% | |
| 1832 Asset Management L.P. | 0.10% | 2,145,287 | $79,032,373 | $78,946,562 | -$85,811 | -0.11% | |
| Cwm, Llc | 0.20% | 2,019,143 | $74,385,242 | $74,304,462 | -$80,780 | -0.11% | |
| Cerity Partners Llc | 0.10% | 1,962,075 | $72,282,788 | $72,204,360 | -$78,428 | -0.11% | |
| Rebalance, Llc | 3.70% | 1,907,564 | $70,618,009 | $70,198,355 | -$419,654 | -0.59% | |
| Ninety One Uk Ltd | 0.15% | 1,867,507 | $69,135,112 | $68,724,258 | -$410,854 | -0.59% | |
| Bank Of New York Mellon Corp | 0.01% | 1,823,481 | $67,177,044 | $67,104,101 | -$72,943 | -0.11% | |
| American Century Companies Inc | 0.03% | 1,796,164 | $66,170,682 | $66,098,835 | -$71,847 | -0.11% | |
| Shenkman Capital Management Inc | 7.72% | 1,706,723 | $64,150,461 | $62,807,406 | -$1,343,055 | -2.09% | |
| Bricktown Capital, Llc | 10.74% | 1,605,073 | $59,419,802 | $59,066,686 | -$353,116 | -0.59% | |
| Liberty Mutual Group Asset Management Inc. | 4.44% | 1,485,000 | $54,707,400 | $54,648,000 | -$59,400 | -0.11% | |
| 1607 Capital Partners, Llc | 3.79% | 1,428,025 | $52,608,441 | $52,551,320 | -$57,121 | -0.11% | |
| Mercer Global Advisors Inc | 0.08% | 1,401,275 | $51,622,957 | $51,566,920 | -$56,037 | -0.11% | |
| Factory Mutual Insurance Co | 0.47% | 1,355,000 | $50,162,100 | $49,864,000 | -$298,100 | -0.59% | |
| Koss-Olinger Consulting, Llc | 3.88% | 1,256,588 | $46,292,708 | $46,242,438 | -$50,270 | -0.11% | |
| Baird Financial Group, Inc. | 0.07% | 1,253,028 | $46,161,552 | $46,111,430 | -$50,122 | -0.11% | |
| Barings Llc | 0.74% | 1,236,891 | $45,567,064 | $45,517,589 | -$49,475 | -0.11% | |
| Wealthfront Advisers Llc | 0.10% | 1,186,924 | $43,726,280 | $43,678,803 | -$47,477 | -0.11% | |
| Allstate Corp | 0.46% | 1,169,660 | $43,090,274 | $43,043,488 | -$46,786 | -0.11% | |
| Gerber Kawasaki Wealth & Investment Management | 1.37% | 1,167,140 | $43,081,885 | $42,950,752 | -$131,133 | -0.30% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,122,151 | $41,340,043 | $41,295,157 | -$44,886 | -0.11% |
Frequently asked questions about USHY
Who owns the most USHY stock?
The largest holders of USHY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES BROAD USD HIGH YIELD (USHY).
Is USHY widely held by superinvestors?
Many widely followed stocks like USHY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USHY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.