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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
EWA
251
Evolution Wealth Advisors
Florida
$3.99M +$4M +54,234 New
AWAU
252
Alliance Wealth Advisors (Utah)
Utah
$3.97M +$3.98M +53,928 New
SHWM
253
Smith & Howard Wealth Management
Georgia
$3.93M +$2.88M +39,016 +272%
SW
254
Signify Wealth
Missouri
$3.91M -$364K -4,941 -9%
MCAI
255
Members Capital Advisors Inc
Wisconsin
$3.83M
LGA
256
Lebenthal Global Advisors
New York
$3.82M +$204K +2,773 +6%
CWS
257
Cypress Wealth Services
California
$3.76M -$228K -3,095 -6%
NSB
258
Norway Savings Bank
Maine
$3.75M +$140K +1,903 +4%
MA
259
Mutual Advisors
Nebraska
$3.73M +$740K +10,036 +25%
LPAM
260
Lodestar Private Asset Management
California
$3.7M +$3.71M +50,267 New
FA
261
Financial Alternatives
California
$3.7M +$3.7M +50,238 New
GTAM
262
Global Trust Asset Management
Florida
$3.67M -$192K -2,598 -5%
CFP
263
Curran Financial Partners
South Carolina
$3.67M -$6.5M -88,182 -64%
RCAG
264
Rehmann Capital Advisory Group
Michigan
$3.66M +$628K +8,520 +21%
Point72 Asset Management
265
Point72 Asset Management
Connecticut
$3.64M +$3.65M +49,500 New
AWMG
266
Alliance Wealth Management Group
New Jersey
$3.63M +$184K +2,501 +5%
GL
267
Graypoint LLC
New York
$3.6M -$22.1K -300 -0.6%
Nomura Asset Management
268
Nomura Asset Management
Japan
$3.59M -$3.04M -41,285 -46%
GFWA
269
Grey Fox Wealth Advisors
Delaware
$3.57M +$3.58M +48,533 New
LAM
270
LifePro Asset Management
California
$3.57M +$3.13M +42,410 +702%
NEAM
271
New England Asset Management
Connecticut
$3.57M +$230K +3,125 +7%
CL
272
Choreo LLC
Illinois
$3.55M +$1.49M +20,274 +72%
MLICM
273
Metropolitan Life Insurance Company (MetLife)
New York
$3.55M
HW
274
Hancock Whitney
Mississippi
$3.52M +$2.38M +32,262 +208%
FLA
275
Financial Life Advisors
Texas
$3.48M +$1.2M +16,273 +53%

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.