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iShares US & Intl High Yield Corp Bond ETF

39 hedge funds and large institutions have $93.4M invested in iShares US & Intl High Yield Corp Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

57% more capital invested

Capital invested by funds: $59.4M → $93.4M (+$33.9M)

26% more funds holding

Funds holding: 3139 (+8)

1.83% less ownership

Funds ownership: 62.42%60.59% (-1.8%)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
8
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$39.5M +$38.1M +901,623 +4,636%
Bank of America
2
Bank of America
North Carolina
$26.6M -$9.79M -231,659 -27%
HP
3
Hilltop Partners
Indiana
$5.18M +$5.11M +120,927 New
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$2.72M +$2.71M +64,246 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.61M +$1.07M +25,249 +71%
AWM
6
Ameliora Wealth Management
Switzerland
$1.53M -$1.4M -33,164 -48%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$1.5M -$31.8K -752 -2%
OBWG
8
Onyx Bridge Wealth Group
New York
$1.42M +$1.4M +33,089 New
MLM
9
Mount Lucas Management
Pennsylvania
$1.26M +$1.24M +29,417 New
TC
10
Toews Corporation
New Jersey
$1.07M +$1.06M +25,000 New
Jane Street
11
Jane Street
New York
$1.01M -$11.5M -272,613 -92%
MML Investors Services
12
MML Investors Services
Massachusetts
$934K +$922K +21,820 New
Baird Financial Group
13
Baird Financial Group
Wisconsin
$768K +$758K +17,937 New
HSBC Holdings
14
HSBC Holdings
United Kingdom
$734K +$724K +17,137 New
Morgan Stanley
15
Morgan Stanley
New York
$732K +$272K +6,446 +61%
MA
16
Mutual Advisors
Nebraska
$669K +$660K +15,620 New
LPL Financial
17
LPL Financial
California
$640K -$45.8K -1,083 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$625K -$33.8K -801 -5%
EWM
19
Endowment Wealth Management
Wisconsin
$556K -$11.5K -271 -2%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$480K
AAM
21
Advisors Asset Management
Colorado
$416K +$6.63K +157 +2%
PA
22
PFG Advisors
Arizona
$403K +$338 +8 +0.1%
CLOS
23
Compagnie Lombard Odier SCmA
Switzerland
$340K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$325K +$321K +7,591 New
Osaic Holdings
25
Osaic Holdings
Arizona
$309K +$107K +2,531 +54%

GHYG Hedge Fund Activity: Q1 2023 in Review

39 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US & Intl High Yield Corp Bond ETF (GHYG) for Q1 2023, worth a combined $93.4M — up 57% from $59.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GHYG positions and 5 closed out — a net gain of 8 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Ameriprise, adding an estimated $38.1M. The largest seller was Jane Street, cutting an estimated $11.5M.

  • 39 institutional investors held iShares US & Intl High Yield Corp Bond ETF (GHYG) as of Q1 2023, up from 31 in Q4 2022.
  • Funds reported $93.4M of iShares US & Intl High Yield Corp Bond ETF stock for Q1 2023, up 57% quarter-over-quarter.
  • 13 funds opened new iShares US & Intl High Yield Corp Bond ETF positions in Q1 2023 and 5 closed out, a net change of +8 holders.
  • The largest iShares US & Intl High Yield Corp Bond ETF buyer in Q1 2023 was Ameriprise, an estimated $38.1M added.
  • The largest iShares US & Intl High Yield Corp Bond ETF seller in Q1 2023 was Jane Street, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2023.