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iShares iBoxx $ High Yield Corporate Bond ETF

782 hedge funds and large institutions have $23B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 336 increasing their positions, 220 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 220

33% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 78

4% more funds holding in top 10

Funds holding in top 10: 7275 (+3)

2.93% more ownership

Funds ownership: 85.49%88.42% (+2.9%)

3% more funds holding

Funds holding: 762782 (+20)

2% less capital invested

Capital invested by funds: $23.6B → $23B (-$582M)

73% less call options, than puts

Call options by funds: $5.35B | Put options by funds: $20B

Holders
782
Holders Change
+20
Holders Change %
+2.62%
% of All Funds
15.78%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.51%
New
104
Increased
336
Reduced
220
Closed
78
Calls
$5.35B
Puts
$20B
Net Calls
-$14.7B
Net Calls Change
-$3.24B
Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
SVB Wealth
Massachusetts
$4.87M +$356K +4,225 +8%
HI
227
Horizon Investments
North Carolina
$4.79M +$2.65M +31,428 +120%
HighTower Advisors
228
HighTower Advisors
Illinois
$4.74M -$8.15M -96,826 -63%
SCA
229
Snowden Capital Advisors
New York
$4.64M -$307K -3,647 -6%
RAM
230
Riggs Asset Management
Pennsylvania
$4.62M +$3.7M +43,989 +12,322%
LAM
231
LifePro Asset Management
California
$4.61M +$628K +7,459 +16%
CGI
232
Cougar Global Investments
Ontario, Canada
$4.59M -$907K -10,770 -16%
BWCS
233
Beirne Wealth Consulting Services
Connecticut
$4.59M +$170K +2,021 +4%
TPCM
234
Three Peaks Capital Management
Colorado
$4.58M +$152K +1,805 +3%
VCM
235
Virtue Capital Management
Tennessee
$4.58M +$1.88M +22,381 +69%
OAM
236
Occidental Asset Management
California
$4.5M +$392K +4,661 +10%
GWMIA
237
Global Wealth Management Investment Advisory
Florida
$4.49M +$145K +1,725 +3%
EGA
238
E&G Advisors
Texas
$4.41M +$417K +4,950 +10%
AC
239
Avestar Capital
New York
$4.4M +$4.4M +52,320 New
MCAI
240
Members Capital Advisors Inc
Wisconsin
$4.36M +$4.38M +52,000 New
VRM
241
Vectors Research Management
New York
$4.28M -$197K -2,340 -4%
HC
242
HNP Capital
New York
$4.26M -$279K -3,316 -6%
WIA
243
Wealthstreet Investment Advisors
Texas
$4.24M +$225K +2,678 +6%
IWP
244
Insight Wealth Partners
Texas
$4.19M +$268K +3,179 +7%
SIAM
245
Sterling Investment Advisors (Missouri)
Missouri
$4.11M +$301K +3,572 +8%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$4.06M -$257K -3,050 -6%
MSAGDF
247
Moneda SA Administradora General de Fondos
Chile
$4.03M +$2.38M +28,299 +143%
RWG
248
Regal Wealth Group
California
$3.95M +$166K +1,969 +4%
MNG
249
Manning & Napier Group
New York
$3.87M
OWA
250
Outlook Wealth Advisors
Texas
$3.85M +$305K +3,628 +9%

HYG Hedge Fund Activity: Q3 2020 in Review

782 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2020, worth a combined $23B — down 2.5% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new HYG positions and 78 closed out — a net gain of 26 holders — while 336 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $1.09B. The largest seller was Barclays, cutting an estimated $1.51B.

  • 782 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2020, up from 762 in Q2 2020.
  • Funds reported $23B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2020, down 2.5% quarter-over-quarter.
  • 104 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2020 and 78 closed out, a net change of +26 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $1.09B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2020 was Barclays, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2020.