Varma Mutual Pension Insurance Co’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Varma Mutual Pension Insurance Co’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
2023 Q4	–	Sell	-2,550,000	Closed	-$188M	–	320
2023 Q3	$188M	Hold	2,550,000	–	–	2.27%	13
2023 Q2	$191M	Hold	2,550,000	–	–	2.29%	14
2023 Q1	$193M	Buy	2,550,000 +1,850,000	+264%	+$139M	2.35%	11
2022 Q4	$51.5M	Hold	700,000	–	–	0.73%	27
2022 Q3	$50M	Buy	700,000 +150,000	+27%	+$11.3M	0.85%	23
2022 Q2	$40.5M	Hold	550,000	–	–	0.65%	28
2022 Q1	$45.3M	Sell	550,000 -450,000	-45%	-$37.6M	0.52%	28
2021 Q4	$87M	Hold	1,000,000	–	–	1.26%	15
2021 Q3	$87.5M	Hold	1,000,000	–	–	1.34%	18
2021 Q2	$88M	Sell	1,000,000 -500,000	-33%	-$43.7M	1.3%	16
2021 Q1	$131M	Hold	1,500,000	–	–	1.89%	14
2020 Q4	$131M	Hold	1,500,000	–	–	2.3%	10
2020 Q3	$126M	Hold	1,500,000	–	–	3.52%	7
2020 Q2	$122M	Hold	1,500,000	–	–	2.88%	8
2020 Q1	$116M	Hold	1,500,000	–	–	3.46%	5
2019 Q4	$132M	Hold	1,500,000	–	–	2.55%	9
2019 Q3	$131M	Hold	1,500,000	–	–	2.01%	9
2019 Q2	$131M	Buy	+1,500,000	New	+$129M	2.59%	7
2018 Q1	–	Sell	-2,700,000	Closed	-$236M	–	89
2017 Q4	$236M	Buy	+2,700,000	New	+$237M	3.55%	8

Other funds holding HYG

CCMG

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

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

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCIM

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

Varma Mutual Pension Insurance Co's HYG Position: Q4 2023 in Review

Varma Mutual Pension Insurance Co sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2023, closing a stake of 2,550,000 shares — an estimated $188M sold.

Varma Mutual Pension Insurance Co first reported a position in HYG in Q4 2017 and held it in 19 quarters. The position peaked at $236M in Q4 2017. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

Varma Mutual Pension Insurance Co reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Varma Mutual Pension Insurance Co sold 2,550,000 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2023, an estimated $188M.
Varma Mutual Pension Insurance Co first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 19 quarters.
Varma Mutual Pension Insurance Co's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $236M in Q4 2017.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q4 2023, filed 13 Feb 2024.