Morgan Stanley’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Morgan Stanley’s Portfolio HYGW Stock Details HYGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.77M	Sell	195,626 -110,184	-36%	-$3.28M	﹤0.01%	4034
2025 Q4	$9.13M	Buy	305,810 +48,255	+19%	+$1.45M	﹤0.01%	3685
2025 Q3	$7.82M	Buy	257,555 +9,333	+4%	+$282K	﹤0.01%	3768
2025 Q2	$7.6M	Buy	248,222 +5,448	+2%	+$167K	﹤0.01%	3703
2025 Q1	$7.64M	Buy	242,774 +11,720	+5%	+$372K	﹤0.01%	3570
2024 Q4	$7.34M	Buy	231,054 +231,052	+11,552,600%	+$7.47M	﹤0.01%	3657
2024 Q3	$69	Hold	2	–	–	﹤0.01%	7497
2024 Q2	$76	Buy	2 +1	+100%	+$33	﹤0.01%	7403
2024 Q1	$44	Sell	1 -1	-50%	-$34	﹤0.01%	7526
2023 Q4	$116	Buy	+2	New	+$67	﹤0.01%	7432

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Morgan Stanley's HYGW Position: Q1 2026 in Review

Morgan Stanley reduced its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 36% in Q1 2026, selling an estimated $3.28M and leaving 195,626 shares worth $5.77M. The position accounts for ﹤0.01% of the portfolio, ranked #4034.

Morgan Stanley first reported a position in HYGW in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.13M in Q4 2025. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Morgan Stanley held 195,626 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $5.77M as of Q1 2026.
Morgan Stanley sold 110,184 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $3.28M.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4034 holding.
Morgan Stanley first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q4 2023 and has held it in 10 quarters since.
Morgan Stanley's iShares High Yield Corporate Bond BuyWrite Strategy ETF position peaked at $9.13M in Q4 2025.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.