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iShares iBoxx $ High Yield Corporate Bond ETF

929 hedge funds and large institutions have $19.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 362 increasing their positions, 334 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.99% more ownership

Funds ownership: 119.74%128.74% (+9%)

8% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 334

1% more capital invested

Capital invested by funds: $19.4B → $19.5B (+$114M)

5% less funds holding

Funds holding: 983929 (-54)

10% less funds holding in top 10

Funds holding in top 10: 6357 (-6)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

78% less call options, than puts

Call options by funds: $8.4B | Put options by funds: $38.6B

Holders
929
Holders Change
-54
Holders Change %
-5.49%
% of All Funds
12.45%
Holding in Top 10
57
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.52%
% of All Funds
0.76%
New
72
Increased
362
Reduced
334
Closed
104
Calls
$8.4B
Puts
$38.6B
Net Calls
-$30.2B
Net Calls Change
-$14.9B
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
MorganRosel Wealth Management
Colorado
$3.68M +$1.1M +13,904 +42%
SIAM
252
Sterling Investment Advisors (Missouri)
Missouri
$3.68M +$22.5K +284 +0.6%
SAG
253
SageView Advisory Group
California
$3.6M -$91.3K -1,150 -2%
B
254
Bensler
Washington
$3.52M -$1.06M -13,360 -23%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$3.51M -$3.46M -43,563 -48%
AI
256
Atria Investments
North Carolina
$3.5M -$1.71M -21,589 -33%
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$3.49M -$901K -11,351 -20%
CWS
258
Cypress Wealth Services
California
$3.46M +$30.2K +380 +0.9%
DS
259
DRW Securities
Illinois
$3.44M +$3.46M +43,622 New
LS
260
Liquid Strategies
Georgia
$3.27M -$3.99M -50,323 -55%
NFG
261
Nations Financial Group
Iowa
$3.25M -$3.41K -43 -0.1%
Fiera Capital (Canada)
262
Fiera Capital (Canada)
Quebec, Canada
$3.24M +$13.7K +173 +0.4%
SW
263
Simplicity Wealth
New Jersey
$3.18M +$2M +25,216 +167%
MAM
264
MMA Asset Management
Pennsylvania
$3.17M +$119K +1,501 +4%
CL
265
CIM LLC
New York
$3.16M +$56.8K +715 +2%
AFO
266
Allie Family Office
Florida
$3.14M -$8.73K -110 -0.3%
Tudor Investment Corp
267
Tudor Investment Corp
Connecticut
$3.12M +$3.14M +39,591 New
ACGA
268
Atlanta Consulting Group Advisors
Georgia
$3.11M +$363K +4,572 +13%
EFA
269
Edge Financial Advisors
Illinois
$3.1M +$3.12M +39,269 New
AG
270
AlTi Global
New York
$3.09M +$1.18M +14,838 +61%
PI
271
PineBridge Investments
New York
$3.08M -$526K -6,630 -15%
FA
272
Financial Alternatives
California
$3.04M -$78.8K -993 -3%
TFA
273
Transamerica Financial Advisors
Florida
$3.03M -$184K -2,323 -6%
SWM
274
SFG Wealth Management
Maryland
$3.03M +$3.05M +38,368 New
PCA
275
Providence Capital Advisors
North Carolina
$3.02M +$37.1K +467 +1%

HYG Hedge Fund Activity: Q1 2025 in Review

929 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2025, worth a combined $19.5B — up 0.59% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HYG and 72 opened new positions — a net loss of 32 holders — while 334 trimmed existing stakes and 362 added.

The largest buyer was Morgan Stanley, adding an estimated $859M. The largest seller was Jefferies Financial Group, cutting an estimated $158M.

  • 929 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2025, down from 983 in Q4 2024.
  • Funds reported $19.5B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2025, up 0.59% quarter-over-quarter.
  • 72 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2025 and 104 closed out, a net change of -32 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2025 was Morgan Stanley, an estimated $859M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2025 was Jefferies Financial Group, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2025.