We are live on ! Find out more
HYG icon

iShares iBoxx $ High Yield Corporate Bond ETF

416 hedge funds and large institutions have $8.27B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 164 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% more ownership

Funds ownership: 61.64%61.7% (+0.06%)

1% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 165

3% less capital invested

Capital invested by funds: $8.53B → $8.27B (-$255M)

3% less funds holding

Funds holding: 431416 (-15)

15% less funds holding in top 10

Funds holding in top 10: 4639 (-7)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

83% less call options, than puts

Call options by funds: $303M | Put options by funds: $1.77B

Holders
416
Holders Change
-15
Holders Change %
-3.48%
% of All Funds
12.07%
Holding in Top 10
39
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.22%
% of All Funds
1.13%
New
37
Increased
164
Reduced
165
Closed
46
Calls
$303M
Puts
$1.77B
Net Calls
-$1.46B
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
Braver Wealth Management
Massachusetts
$1.27M +$140K +1,495 +12%
CMO
227
Covenant Multifamily Offices
Texas
$1.27M -$104K -1,114 -7%
WA
228
WESPAC Advisors
California
$1.25M +$552K +5,908 +77%
FNBT
229
FineMark National Bank & Trust
Florida
$1.24M +$81K +866 +7%
WCM
230
Windsor Capital Management
Arizona
$1.23M +$54.3K +581 +5%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$1.21M +$594K +6,349 +93%
WB
232
Webster Bank
Connecticut
$1.2M +$595K +6,362 +95%
DAS
233
Dynamic Advisor Solutions
Arizona
$1.2M +$124K +1,322 +11%
ICAS
234
Investors Capital Advisory Services
Massachusetts
$1.17M +$11.9K +127 +1%
Parallax Volatility Advisers
235
Parallax Volatility Advisers
California
$1.16M +$1.17M +12,566 New
HCMT
236
Highland Capital Management (Tennessee)
Tennessee
$1.14M +$12.8K +137 +1%
DIA
237
Dana Investment Advisors
Wisconsin
$1.1M -$26.6K -285 -2%
BKBG
238
BHF Kleinwort Benson Group
Belgium
$1.1M
FAAM
239
First Allied Asset Management
California
$1.09M -$5.42M -57,925 -83%
HCM
240
Harvey Capital Management
Florida
$1.06M -$46.8K -500 -4%
Sumitomo Mitsui Trust Group
241
Sumitomo Mitsui Trust Group
Japan
$1.05M -$779K -8,333 -42%
WWM
242
Willingdon Wealth Management
North Carolina
$1.04M +$108K +1,151 +11%
CWM
243
Concert Wealth Management
California
$1.03M -$269K -2,876 -20%
DADC
244
D.A. Davidson & Co
Montana
$1.03M -$511K -5,468 -33%
HPC
245
HM Payson & Co
Maine
$1.02M -$199K -2,131 -16%
TF
246
Tompkins Financial
New York
$1.02M
NFG
247
Next Financial Group
Texas
$1.01M +$950K +10,161 +1,280%
MIC
248
MU Investments Company
Japan
$997K -$117K -1,256 -10%
Janus Henderson Group
249
Janus Henderson Group
United Kingdom
$989K -$328K -3,503 -25%
SC
250
Stratford Consulting
Texas
$983K +$12K +128 +1%

HYG Hedge Fund Activity: Q3 2014 in Review

416 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2014, worth a combined $8.27B — down 3% from $8.53B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of HYG and 37 opened new positions — a net loss of 9 holders — while 165 trimmed existing stakes and 164 added.

The largest buyer was BlackRock Advisors, adding an estimated $276M. The largest seller was VOYA Investment Management, cutting an estimated $157M.

  • 416 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2014, down from 431 in Q2 2014.
  • Funds reported $8.27B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2014, down 3% quarter-over-quarter.
  • 37 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2014 and 46 closed out, a net change of -9 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2014 was BlackRock Advisors, an estimated $276M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2014 was VOYA Investment Management, an estimated $157M sold.

Based on aggregated 13F filings for Q3 2014.