iShares iBoxx $ High Yield Corporate Bond ETF
482 hedge funds and large institutions have $10.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 189 increasing their positions, 148 reducing their positions, and 62 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 148
26% more funds holding in top 10
Funds holding in top 10: 47 → 59 (+12)
24% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 62
2% more funds holding
Funds holding: 471 → 482 (+11)
5% more capital invested
Capital invested by funds: $10B → $10.5B (+$466M)
3.11% less ownership
Funds ownership: 66.09% → 62.98% (-3.1%)
67% less call options, than puts
Call options by funds: $629M | Put options by funds: $1.93B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$234M |
| 2 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$122M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$119M |
| 4 |
Rafferty Asset Management
New York
|
+$110M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$90.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$227M |
| 2 |
AB
Aozora Bank
Tokyo,
Japan
|
-$188M |
| 3 |
JP Morgan Chase
New York
|
-$106M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$88.1M |
| 5 |
Citigroup
New York
|
-$82.7M |
HYG Hedge Fund Activity: Q1 2015 in Review
482 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2015, worth a combined $10.5B — up 4.7% from $10B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new HYG positions and 62 closed out — a net gain of 15 holders — while 189 added to existing stakes and 148 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $234M. The largest seller was Deutsche Bank, exiting entirely with an estimated $227M sold.
- 482 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2015, up from 471 in Q4 2014.
- Funds reported $10.5B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2015, up 4.7% quarter-over-quarter.
- 77 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2015 and 62 closed out, a net change of +15 holders.
- The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2015 was Fidelity Investments, an estimated $234M added.
- The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2015 was Deutsche Bank, an estimated $227M sold.
Based on aggregated 13F filings for Q1 2015.