Counterpoint Mutual Funds 13F: Exits USHY Stake

Counterpoint Mutual Funds has sold its entire position in the iShares Broad USD High Yield Corporate Bond ETF (USHY). In a filing on October 16, 2026, the fund reported a cut of 3,034,468 shares, bringing its holdings in the ETF down to zero.

Other Institutional Activity in USHY

On the same day, Aspiriant opened a new position in the iShares Broad USD High Yield Corporate Bond ETF, acquiring 32,792 shares valued at approximately $1.17 million. This move by Aspiriant contrasts with Counterpoint's exit, highlighting differing strategies among large institutional investors in the same asset class.

iShares Broad USD High Yield Corporate Bond ETF Stock Down 0.4%

As of October 16, 2026, the iShares Broad USD High Yield Corporate Bond ETF traded recently around $35.50. This level is below both its 50-day moving average of $36.35 and its 200-day average of $36.91, indicating a weak trend. The ETF is also trading about 6.1% lower than its 52-week high of $37.82, but it remains slightly above its 52-week low of $35.30.

About iShares Broad USD High Yield Corporate Bond ETF

The iShares Broad USD High Yield Corporate Bond ETF invests mainly in U.S. dollar-denominated high yield corporate bonds. It aims to provide broad exposure to the high yield market through its investment strategy, which typically involves tracking a specific underlying index. This recent movement from Counterpoint and the activity from Aspiriant reflect the varying approaches institutional investors take in positioning themselves within the credit markets.

Bottom Line

Counterpoint Mutual Funds' filing reflects its previous holdings as of the reporting period and does not necessarily represent its current position. Investors should watch for further disclosures from other institutional holders in upcoming filings. The next earnings dates for the ETF are not applicable, as it tracks bond securities rather than reporting typical earnings. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.