We are live on ! Find out more
HYG icon

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
HW
251
Hancock Whitney
Mississippi
$2.42M -$721K -8,488 -23%
CRC
252
Curi RMB Capital
Illinois
$2.36M +$2.31M +27,242 New
AAMU
253
Amundi Asset Management US
Massachusetts
$2.33M
TCM
254
Traynor Capital Management
Pennsylvania
$2.33M +$415K +4,883 +22%
Invesco
255
Invesco
Georgia
$2.32M +$23.3K +274 +1%
MPPLM
256
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.31M +$1.91M +22,445 +527%
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$2.26M -$28K -330 -1%
BRWA
258
B. Riley Wealth Advisors
Florida
$2.21M +$1.36M +15,984 +168%
BCM
259
Bluefin Capital Management
New York
$2.21M +$2.17M +25,500 New
GLA
260
Good Life Advisors
Pennsylvania
$2.15M -$86K -1,013 -4%
NSB
261
Norway Savings Bank
Maine
$2.14M +$87.4K +1,029 +4%
NPP
262
New Potomac Partners
Maryland
$2.13M +$2.09M +24,615 New
BHWM
263
Bar Harbor Wealth Management
New Hampshire
$2.11M -$27.9K -328 -1%
CB
264
Commerce Bank
Missouri
$2.09M -$14.4K -170 -0.7%
FA
265
Forefront Analytics
Pennsylvania
$2.06M -$372K -4,382 -16%
BFO
266
Biltmore Family Office
North Carolina
$2.06M +$51K +601 +3%
ProShare Advisors
267
ProShare Advisors
Maryland
$2.02M
FWP
268
FAS Wealth Partners
Kansas
$2.01M +$135K +1,590 +7%
HFS
269
HL Financial Services
Kentucky
$2.01M -$878K -10,339 -31%
DWM
270
Dakota Wealth Management
Florida
$1.99M -$854K -10,060 -30%
TPWA
271
TRUE Private Wealth Advisors
Oregon
$1.98M +$46.3K +545 +2%
BF
272
Blankinship & Foster
California
$1.96M -$1.98M -23,302 -51%
FAT
273
First American Trust
California
$1.95M +$6.45K +76 +0.3%
Financial Engines Advisors
274
Financial Engines Advisors
California
$1.94M +$838K +9,870 +78%
DAS
275
Dynamic Advisor Solutions
Arizona
$1.94M -$45.1K -531 -2%

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.