Sumitomo Mitsui Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sumitomo Mitsui Financial Group’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 Q1	$61.8M	Buy	776,830 +66,302	+9%	+$5.33M	1.25%	15
2025 Q4	$57.3M	Buy	710,528 +25,272	+4%	+$2.04M	1.01%	18
2025 Q3	$55.6M	Buy	685,256 +33,704	+5%	+$2.72M	0.98%	17
2025 Q2	$52.5M	Sell	651,552 -522	-0.1%	-$41.1K	0.86%	15
2025 Q1	$51.4M	Buy	652,074 +33,718	+5%	+$2.68M	0.94%	12
2024 Q4	$48.6M	Buy	618,356 +4,380	+0.7%	+$348K	0.65%	20
2024 Q3	$49.3M	Buy	613,976 +26,809	+5%	+$2.11M	1.11%	12
2024 Q2	$45.3M	Buy	587,167 +20,934	+4%	+$1.61M	1.41%	10
2024 Q1	$44M	Sell	566,233 -49,750	-8%	-$3.84M	1.36%	11
2023 Q4	$47.7M	Buy	615,983 +11,477	+2%	+$856K	1.51%	12
2023 Q3	$44.6M	Buy	604,506 +44,311	+8%	+$3.31M	1.44%	11
2023 Q2	$42.1M	Buy	560,195 +6,026	+1%	+$450K	1.34%	13
2023 Q1	$41.9M	Sell	554,169 -35,539	-6%	-$2.66M	1.31%	14
2022 Q4	$43.4M	Sell	589,708 -52,531	-8%	-$3.87M	1.64%	12
2022 Q3	$45.8M	Sell	642,239 -30,815	-5%	-$2.33M	1.93%	8
2022 Q2	$49.5M	Sell	673,054 -20,026	-3%	-$1.56M	1.39%	14
2022 Q1	$57M	Sell	693,080 -34,275	-5%	-$2.87M	1.67%	10
2021 Q4	$63.3M	Buy	727,355 +106,943	+17%	+$9.28M	1.82%	10
2021 Q3	$54.3M	Buy	620,412 +122,473	+25%	+$10.7M	1.24%	16
2021 Q2	$43.8M	Sell	497,939 -1,620,489	-76%	-$141M	0.96%	25
2021 Q1	$185M	Buy	2,118,428 +1,795,534	+556%	+$156M	4.36%	7
2020 Q4	$28.2M	Buy	322,894 +43,411	+16%	+$3.72M	0.69%	22
2020 Q3	$23.4M	Buy	279,483 +67,561	+32%	+$5.69M	0.8%	17
2020 Q2	$17.3M	Sell	211,922 -7,161	-3%	-$577K	0.59%	18
2020 Q1	$16.9M	Sell	219,083 -109,897	-33%	-$9.28M	0.83%	15
2019 Q4	$28.9M	Buy	328,980 +68,525	+26%	+$5.96M	2.27%	8
2019 Q3	$22.7M	Buy	260,455 +17,066	+7%	+$1.48M	1.88%	11
2019 Q2	$21.2M	Sell	243,389 -35,094	-13%	-$3.03M	1.68%	11
2019 Q1	$24.1M	Sell	278,483 -56,328	-17%	-$4.78M	2.15%	9
2018 Q4	$27.1M	Sell	334,811 -90,794	-21%	-$7.6M	1.72%	14
2018 Q3	$36.8M	Sell	425,605 -1,249	-0.3%	-$107K	2.99%	8
2018 Q2	$36.3M	Buy	426,854 +20,552	+5%	+$1.76M	3.72%	7
2018 Q1	$34.8M	Sell	406,302 -213,019	-34%	-$18.4M	3.2%	8
2017 Q4	$54.2M	Buy	619,321 +236,134	+62%	+$20.7M	7.09%	4
2017 Q3	$34M	Sell	383,187 -11,932	-3%	-$1.05M	4.03%	6
2017 Q2	$34.8M	Buy	395,119 +280,119	+244%	+$24.7M	7.1%	4
2017 Q1	$9.99M	Sell	115,000 -22,000	-16%	-$1.92M	1.88%	6
2016 Q4	$11.7M	Buy	+137,000	New	+$11.8M	2.71%	6

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

Sumitomo Mitsui Financial Group's HYG Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.3% in Q1 2026, buying an estimated $5.33M and bringing the position to 776,830 shares worth $61.8M. The position accounts for 1.25% of the portfolio, ranked #15.

Sumitomo Mitsui Financial Group first reported a position in HYG in Q4 2016 and has held it in 38 quarters since. The position peaked at $185M in Q1 2021. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Sumitomo Mitsui Financial Group held 776,830 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $61.8M as of Q1 2026.
Sumitomo Mitsui Financial Group bought 66,302 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $5.33M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.25% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #15 holding.
Sumitomo Mitsui Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 38 quarters since.
Sumitomo Mitsui Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $185M in Q1 2021.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.