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Virtus Investment Advisers’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Virtus Investment Advisers’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
-24,822
Closed -$1.96M – 465
2025
Q1 		$1.96M Buy
+24,822
New +$1.97M 0.53% 9
2023
Q4 		– Sell
-17,020
Closed -$1.25M – 368
2023
Q3 		$1.25M Buy
+17,020
New +$1.27M 0.85% 26
2020
Q3 		– Sell
-1,501,364
Closed -$123M – 6
2020
Q2 		$123M Buy
1,501,364
+356,782
+31% +$28.8M 65.56% 1
2020
Q1 		$88.2M Buy
1,144,582
+1,132,803
+9,617% +$95.7M 84.59% 1
2019
Q4 		$54.1K Sell
11,779
-25,024
-68% -$2.18M 73.03% 1
2019
Q3 		$3.21M Sell
36,803
-775,596
-95% -$67.4M 4.57% 2
2019
Q2 		$70.8M Buy
+812,399
New +$70.1M 96.63% 1
2018
Q4 		– Sell
-1,029,111
Closed -$1.17M – 5
2018
Q3 		$1.17M Buy
1,029,111
+1,020,911
+12,450% +$87.7M 70.3% 1
2018
Q2 		$698K Buy
+8,200
New +$702K 28.37% 2
2018
Q1 		– Sell
-8,000
Closed -$698K – 214
2017
Q4 		$698K Sell
8,000
-55,841
-87% -$4.9M 0.08% 252
2017
Q3 		$5.67M Sell
63,841
-4,593
-7% -$405K 0.59% 40
2017
Q2 		$6.05M Buy
68,434
+44,784
+189% +$3.94M 0.59% 44
2017
Q1 		$2.08M Buy
+23,650
New +$2.07M 0.18% 159
2016
Q4 		– Sell
-91,923
Closed -$8.02M – 500
2016
Q3 		$8.02M Buy
+91,923
New +$7.91M 0.51% 54
2016
Q1 		– Sell
-26,000
Closed -$2.1M – 17
2015
Q4 		$2.1M Buy
26,000
+22,290
+601% +$1.85M 7.6% 8
2015
Q3 		$309K Buy
+3,710
New +$322K 0.78% 12
2015
Q2 		– Sell
-27,130
Closed -$2.46M – 26
2015
Q1 		$2.46M Buy
27,130
+23,890
+737% +$2.16M 1.65% 6
2014
Q4 		$290K Buy
+3,240
New +$295K 0.15% 15
2014
Q3 		– Sell
-1,350
Closed -$129K – 31
2014
Q2 		$129K Sell
1,350
-790
-37% -$74.7K 0.05% 22
2014
Q1 		$202K Buy
2,140
+800
+60% +$75K 0.09% 16
2013
Q4 		$124K Sell
1,340
-100
-7% -$9.29K 0.05% 23
2013
Q3 		$132K Buy
+1,440
New +$132K 0.06% 16

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

Virtus Investment Advisers's HYG Position: Q2 2025 in Review

Virtus Investment Advisers sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 24,822 shares — an estimated $1.96M sold.

Virtus Investment Advisers first reported a position in HYG in Q3 2013 and held it in 22 quarters. The position peaked at $123M in Q2 2020. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

  • Virtus Investment Advisers reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 24,822 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.96M.
  • Virtus Investment Advisers first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2013 and held it in 22 quarters.
  • Virtus Investment Advisers's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $123M in Q2 2020.
  • 924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Virtus Investment Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.