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Otter Creek Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Otter Creek Advisors’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
Q2 		– Sell
-250,000
Closed -$19.7M – 48
2025
Q1 		$19.7M Buy
+250,000
New +$19.8M 11.83% 1
2023
Q1 		– Sell
-130,000
Closed -$9.57M – 44
2022
Q4 		$9.57M Buy
130,000
+75,000
+136% +$5.53M 6.26% 1
2022
Q3 		$3.93M Buy
+55,000
New +$4.16M 3.19% 7
2022
Q2 		– Sell
-150,000
Closed -$12.3M – 48
2022
Q1 		$12.3M Buy
+150,000
New +$12.5M 4.99% 3
2019
Q4 		– Sell
-88,600
Closed -$7.72M – 70
2019
Q3 		$7.72M Buy
+88,600
New +$7.69M 4.28% 1

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return