Mackenzie Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Mackenzie Financial’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254M	Buy	3,173,717 +924,704	+41%	+$74M	0.25%	75
2026 Q1	$179M	Buy	2,249,013 +480,803	+27%	+$38.7M	0.21%	97
2025 Q4	$142M	Sell	1,768,210 -18,400	-1%	-$1.48M	0.17%	116
2025 Q3	$145M	Buy	1,786,610 +36,390	+2%	+$2.93M	0.18%	120
2025 Q2	$141M	Sell	1,750,220 -238,844	-12%	-$18.8M	0.18%	119
2025 Q1	$157M	Buy	1,989,064 +123,690	+7%	+$9.82M	0.22%	107
2024 Q4	$147M	Buy	1,865,374 +111,120	+6%	+$8.82M	0.2%	122
2024 Q3	$141M	Buy	1,754,254 +30,480	+2%	+$2.4M	0.2%	119
2024 Q2	$133M	Sell	1,723,774 -38,800	-2%	-$2.98M	0.2%	117
2024 Q1	$137M	Buy	1,762,574 +191,925	+12%	+$14.8M	0.2%	117
2023 Q4	$122M	Sell	1,570,649 -68,651	-4%	-$5.12M	0.18%	123
2023 Q3	$118M	Sell	1,639,300 -78,500	-5%	-$5.86M	0.2%	119
2023 Q2	$128M	Buy	1,717,800 +144,300	+9%	+$10.8M	0.19%	120
2023 Q1	$119M	Buy	1,573,500 +218,800	+16%	+$16.4M	0.18%	131
2022 Q4	$99.7M	Buy	1,354,700 +397,200	+41%	+$29.3M	0.17%	140
2022 Q3	$42.4M	Buy	957,500 +698,500	+270%	+$52.8M	0.07%	218
2022 Q2	$19.1M	Buy	+259,000	New	+$20.1M	0.03%	332
2021 Q2	–	Sell	-65,854	Closed	-$5.74M	–	1261
2021 Q1	$5.74M	Buy	+65,854	New	+$5.73M	0.01%	513
2019 Q2	–	Sell	-39,169	Closed	-$3.39M	–	1167
2019 Q1	$3.39M	Sell	39,169 -71,831	-65%	-$6.1M	0.01%	644
2018 Q4	$9M	Sell	111,000 -28,001	-20%	-$2.34M	0.02%	389
2018 Q3	$12M	Buy	139,001 +27,880	+25%	+$2.4M	0.03%	304
2018 Q2	$9.45M	Buy	+111,121	New	+$9.52M	0.02%	341
2017 Q2	–	Sell	-38,000	Closed	-$3.34M	–	644
2017 Q1	$3.34M	Buy	38,000 +17,996	+90%	+$1.57M	0.02%	342
2016 Q4	$1.73M	Buy	20,004 +16,645	+496%	+$1.43M	0.01%	391
2016 Q3	$293K	Buy	3,359 +355	+12%	+$30.5K	﹤0.01%	571
2016 Q2	$254K	Sell	3,004 -2,346	-44%	-$195K	﹤0.01%	851
2016 Q1	$437K	Buy	+5,350	New	+$425K	﹤0.01%	680
2014 Q3	–	Sell	-29,650	Closed	-$2.82M	–	736
2014 Q2	$2.82M	Buy	29,650 +5,285	+22%	+$500K	0.01%	378
2014 Q1	$2.3M	Buy	24,365 +6,270	+35%	+$588K	0.01%	383
2013 Q4	$1.68M	Buy	18,095 +4,705	+35%	+$437K	0.01%	411
2013 Q3	$1.23M	Buy	13,390 +1,995	+18%	+$183K	0.01%	441
2013 Q2	$1.04M	Buy	+11,395	New	+$1.07M	﹤0.01%	487

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Mackenzie Financial's HYG Position: Q2 2026 in Review

Mackenzie Financial increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 41% in Q2 2026, buying an estimated $74M and bringing the position to 3,173,717 shares worth $254M. The position accounts for 0.25% of the portfolio, ranked #75.

Mackenzie Financial first reported a position in HYG in Q2 2013 and has held it in 32 quarters since. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Mackenzie Financial held 3,173,717 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $254M as of Q2 2026.
Mackenzie Financial bought 924,704 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $74M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.25% of Mackenzie Financial's portfolio in Q2 2026, its #75 holding.
Mackenzie Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 32 quarters since.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.