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
2025 Q4	–	Sell	-6,973,300	Closed	-$488K	–	1740
2025 Q3	$488K	Buy	6,973,300 +5,727,900	+460%	+$462M	﹤0.01%	1256
2025 Q2	$75.2K	Buy	1,245,400 +517,800	+71%	+$40.8M	﹤0.01%	1635
2025 Q1	$101K	Buy	+727,600	New	+$57.8M	﹤0.01%	1586
2024 Q2	–	Hold	0	–	-$266M	–	1576
2024 Q1	–	Hold	0	–	–	–	69
2023 Q3	–	Sell	-7,175,000	Closed	-$539M	–	1523
2023 Q2	$539M	Sell	7,175,000 -1,475,000	-17%	-$110M	0.82%	33
2023 Q1	$654M	Sell	8,650,000 -995,000	-10%	-$74.5M	1.01%	23
2022 Q4	$710M	Buy	+9,645,000	New	+$711M	1.19%	15
2016 Q2	–	Sell	-825,500	Closed	-$67.4M	–	937
2016 Q1	$67.4M	Buy	+825,500	New	+$65.5M	0.61%	34

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mackenzie Financial's HYG Position: Q1 2026 in Review

Mackenzie Financial increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 27% in Q1 2026, buying an estimated $38.7M and bringing the position to 2,249,013 shares worth $179M. The position accounts for 0.21% of the portfolio, ranked #97.

Mackenzie Financial first reported a position in HYG in Q2 2013 and has held it in 31 quarters since. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Mackenzie Financial held 2,249,013 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $179M as of Q1 2026.
Mackenzie Financial bought 480,803 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $38.7M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.21% of Mackenzie Financial's portfolio in Q1 2026, its #97 holding.
Mackenzie Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 31 quarters since.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.