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

Massachusetts Financial Services’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
2024
Q4 		– Sell
-402,500
Closed -$32.3M – 898
2024
Q3 		$32.3M Buy
+402,500
New +$31.7M 0.01% 525
2023
Q2 		– Sell
-11,425
Closed -$853K – 844
2023
Q1 		$863K Sell
11,425
-241,375
-95% -$18.1M ﹤0.01% 775
2022
Q4 		$18.6M Hold
252,800
– – 0.01% 557
2022
Q3 		$18M Hold
252,800
– – 0.01% 563
2022
Q2 		$18.6M Buy
252,800
+16,200
+7% +$1.26M 0.01% 564
2022
Q1 		$19.5M Sell
236,600
-125,700
-35% -$10.5M 0.01% 584
2021
Q4 		$31.5M Sell
362,300
-127,000
-26% -$11M 0.01% 561
2021
Q3 		$42.8M Sell
489,300
-57,500
-11% -$5.04M 0.01% 526
2021
Q2 		$48.1M Sell
546,800
-425,000
-44% -$37.1M 0.01% 514
2021
Q1 		$84.7M Hold
971,800
– – 0.03% 408
2020
Q4 		$84.8M Sell
971,800
-103,600
-10% -$8.87M 0.03% 392
2020
Q3 		$90.2M Buy
1,075,400
+175,000
+19% +$14.7M 0.03% 342
2020
Q2 		$73.5M Sell
900,400
-343,600
-28% -$27.7M 0.03% 370
2020
Q1 		$95.9M Buy
1,244,000
+509,900
+69% +$43.1M 0.05% 269
2019
Q4 		$64.6M Buy
+734,100
New +$63.9M 0.02% 388
2017
Q2 		– Sell
-177,000
Closed -$15.5M – 868
2017
Q1 		$15.5M Buy
+177,000
New +$15.5M 0.01% 529
2016
Q4 		– Sell
-2,420,600
Closed -$208M – 878
2016
Q3 		$211M Buy
+2,420,600
New +$208M 0.1% 183
2016
Q2 		– Sell
-490,583
Closed -$40.1M – 860
2016
Q1 		$40.1M Buy
490,583
+96,200
+24% +$7.64M 0.02% 380
2015
Q4 		$31.8M Buy
394,383
+245,000
+164% +$20.4M 0.02% 422
2015
Q3 		$12.4M Sell
149,383
-280,917
-65% -$24.3M 0.01% 573
2015
Q2 		$38.2M Buy
430,300
+125,700
+41% +$11.4M 0.02% 399
2015
Q1 		$27.6M Sell
304,600
-1,700
-0.6% -$154K 0.01% 452
2014
Q4 		$27.4M Buy
+306,300
New +$27.9M 0.01% 448

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Massachusetts Financial Services's HYG Position: Q4 2024 in Review

Massachusetts Financial Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2024, closing a stake of 402,500 shares — an estimated $32.3M sold.

Massachusetts Financial Services first reported a position in HYG in Q4 2014 and held it in 23 quarters. The position peaked at $211M in Q3 2016. 982 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

  • Massachusetts Financial Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 402,500 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $32.3M.
  • Massachusetts Financial Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and held it in 23 quarters.
  • Massachusetts Financial Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $211M in Q3 2016.
  • 982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Massachusetts Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.