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iShares iBoxx $ High Yield Corporate Bond ETF

896 hedge funds and large institutions have $19B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 300 increasing their positions, 274 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 89

37% more capital invested

Capital invested by funds: $13.9B → $19B (+$5.08B)

20% more funds holding in top 10

Funds holding in top 10: 6578 (+13)

15% more funds holding

Funds holding: 782896 (+114)

9% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 274

6.62% less ownership

Funds ownership: 120.4%113.78% (-6.6%)

62% less call options, than puts

Call options by funds: $7.06B | Put options by funds: $18.7B

Holders
896
Holders Change
+114
Holders Change %
+14.58%
% of All Funds
14.4%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.25%
New
214
Increased
300
Reduced
274
Closed
89
Calls
$7.06B
Puts
$18.7B
Net Calls
-$11.7B
Net Calls Change
+$4.77B
Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
226
Topel & Distasi Wealth Management
California
$5.13M +$76.7K +1,040 +2%
SPC
227
Sigma Planning Corp
Michigan
$5.08M -$714K -9,686 -12%
WTA
228
Washington Trust Advisors
Massachusetts
$5.07M -$1.34M -18,205 -21%
CAC
229
Certified Advisory Corp
Florida
$4.97M -$26.5K -360 -0.5%
TFA
230
Transamerica Financial Advisors
Florida
$4.96M +$4.94M +67,039 +23,277%
CFGS
231
Concourse Financial Group Securities
Alabama
$4.96M +$1.56M +21,102 +46%
JW
232
Jenkins Wealth
Colorado
$4.9M +$4.91M +66,599 New
Invesco
233
Invesco
Georgia
$4.86M +$4.09M +55,458 +525%
1SB
234
1ST Source Bank
Indiana
$4.79M +$4.08M +55,376 +570%
RHP
235
Royal Harbor Partners
Texas
$4.79M +$295K +3,997 +7%
FIA
236
Foundations Investment Advisors
Arizona
$4.73M +$890K +12,070 +23%
CA
237
Cetera Advisors
Colorado
$4.7M +$3.7M +50,155 +365%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$4.63M -$809K -10,971 -15%
HCP
239
Holt Capital Partners
Texas
$4.63M +$4.4M +59,625 +1,846%
IA
240
IFP Advisors
Florida
$4.58M -$1.44M -19,535 -29%
GSWM
241
Greenup Street Wealth Management
Michigan
$4.57M +$2.35M +31,845 +105%
SIAM
242
Sterling Investment Advisors (Missouri)
Missouri
$4.48M +$27.4K +371 +0.6%
TA
243
TFB Advisors
Kansas
$4.46M +$4.47M +60,566 New
FTS
244
Fifth Third Securities
Ohio
$4.39M +$245K +3,324 +6%
SPP
245
Single Point Partners
Massachusetts
$4.39M +$22K +299 +0.5%
Bessemer Group
246
Bessemer Group
New Jersey
$4.38M +$1.79M +24,239 +69%
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$4.32M -$4.4M -59,694 -50%
BPA
248
Beacon Pointe Advisors
California
$4.31M +$1.32M +17,952 +44%
BAAM
249
Baker Avenue Asset Management
California
$4.25M -$11.5M -156,037 -73%
PA
250
Probity Advisors
Texas
$4.08M +$725K +9,836 +22%

HYG Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2022, worth a combined $19B — up 37% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new HYG positions and 89 closed out — a net gain of 125 holders — while 300 added to existing stakes and 274 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $2.29B. The largest seller was Goldman Sachs, cutting an estimated $1.18B.

  • 896 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2022, up from 782 in Q3 2022.
  • Funds reported $19B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2022, up 37% quarter-over-quarter.
  • 214 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2022 and 89 closed out, a net change of +125 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2022 was Clark Capital Management Group, an estimated $2.29B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2022 was Goldman Sachs, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2022.