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iShares iBoxx $ High Yield Corporate Bond ETF

694 hedge funds and large institutions have $17.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 257 increasing their positions, 229 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 87

13% more capital invested

Capital invested by funds: $15.3B → $17.3B (+$2.02B)

12% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 229

11% more funds holding in top 10

Funds holding in top 10: 6673 (+7)

3% more funds holding

Funds holding: 673694 (+21)

16.37% less ownership

Funds ownership: 127.44%111.08% (-16%)

90% less call options, than puts

Call options by funds: $2.72B | Put options by funds: $26.6B

Holders
694
Holders Change
+21
Holders Change %
+3.12%
% of All Funds
15.02%
Holding in Top 10
73
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.61%
% of All Funds
1.58%
New
120
Increased
257
Reduced
229
Closed
87
Calls
$2.72B
Puts
$26.6B
Net Calls
-$23.9B
Net Calls Change
-$5.52B
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$3.39M -$6.1M -71,831 -65%
PAM
227
Panagora Asset Management
Massachusetts
$3.39M +$3.07M +36,120 +1,185%
RWA
228
Redhawk Wealth Advisors
Minnesota
$3.3M +$3.24M +38,194 New
CGI
229
Cougar Global Investments
Ontario, Canada
$3.29M +$1.17M +13,727 +56%
PAS
230
Park Avenue Securities
New York
$3.28M +$3.24M +38,106 New
EBT
231
Enterprise Bank & Trust
Massachusetts
$3.23M +$3.17M +37,360 New
SAM
232
SignalPoint Asset Management
Missouri
$3.2M +$141K +1,657 +5%
GW
233
GW & Wade
Massachusetts
$3.2M +$9.43K +111 +0.3%
BWM
234
BerganKDV Wealth Management
Minnesota
$3.16M +$176K +2,072 +6%
AWM
235
AE Wealth Management
Kansas
$3.06M +$237K +2,794 +9%
NEAM
236
New England Asset Management
Connecticut
$3.06M
LA
237
Legacy Advisors
Pennsylvania
$3.05M +$1.41M +16,619 +89%
Baird Financial Group
238
Baird Financial Group
Wisconsin
$3.05M -$4.22M -49,647 -58%
SIA
239
Strategic Investment Advisors
Michigan
$3.03M +$677K +7,974 +29%
FSC
240
Full Sail Capital
Oklahoma
$2.9M +$1.78M +21,000 +167%
WWM
241
Willingdon Wealth Management
North Carolina
$2.87M +$80.7K +950 +3%
GWMIA
242
Global Wealth Management Investment Advisory
Florida
$2.82M +$656K +7,727 +31%
CI
243
Conning Inc
Connecticut
$2.82M +$2.77M +32,580 New
TWM
244
Tolleson Wealth Management
Texas
$2.68M -$10.9M -127,892 -80%
BTS
245
BB&T Securities
Virginia
$2.64M -$117K -1,374 -4%
Nomura Asset Management
246
Nomura Asset Management
Japan
$2.6M -$2.34M -27,508 -48%
WAM
247
Wolverine Asset Management
Illinois
$2.59M -$340K -4,000 -12%
LFG
248
LifePlan Financial Group
Ohio
$2.58M -$47.7K -562 -2%
COI
249
Capital One Investing
Virginia
$2.58M +$823K +9,695 +48%
State of Tennessee, Department of Treasury
250
State of Tennessee, Department of Treasury
Tennessee
$2.52M -$11.6M -136,800 -82%

HYG Hedge Fund Activity: Q1 2019 in Review

694 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2019, worth a combined $17.3B — up 13% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HYG positions and 87 closed out — a net gain of 33 holders — while 257 added to existing stakes and 229 trimmed.

The largest buyer was Prudential plc, adding an estimated $441M. The largest seller was Goldman Sachs, cutting an estimated $738M.

  • 694 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2019, up from 673 in Q4 2018.
  • Funds reported $17.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 120 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2019 and 87 closed out, a net change of +33 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2019 was Prudential plc, an estimated $441M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2019 was Goldman Sachs, an estimated $738M sold.

Based on aggregated 13F filings for Q1 2019.