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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
BRM
276
Boston Research & Management
Massachusetts
$1.93M -$47.6K -561 -2%
LI
277
LVZ Inc
Michigan
$1.93M +$1.42M +16,762 +303%
FPS
278
Fieldpoint Private Securities
Connecticut
$1.92M +$637K +7,500 +51%
CIBC World Market
279
CIBC World Market
Ontario, Canada
$1.92M +$543K +6,392 +40%
SFA
280
Semmax Financial Advisors
North Carolina
$1.91M +$1.53M +17,976 +434%
AWM
281
Avior Wealth Management
Nebraska
$1.9M +$7.22K +85 +0.4%
Wellington Management Group
282
Wellington Management Group
Massachusetts
$1.88M -$7.59M -89,400 -80%
PFPT
283
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.87M +$1.84M +21,658 New
IWS
284
Insight Wealth Strategies
California
$1.87M +$176K +2,068 +11%
JIC
285
Johnson Investment Counsel
Ohio
$1.86M -$753K -8,869 -29%
HI
286
Horizon Investments
North Carolina
$1.85M +$513K +6,045 +39%
SCP
287
Silverleafe Capital Partners
Tennessee
$1.78M -$140K -1,643 -7%
EAM
288
EULAV Asset Management
Florida
$1.77M
SC
289
Slow Capital
California
$1.76M -$43.3K -510 -2%
IFS
290
Ifrah Financial Services
Arkansas
$1.74M +$1.78K +21 +0.1%
WMA
291
Wealth Management Associates
New Jersey
$1.73M +$105K +1,238 +7%
MIAN
292
Mariner Independent Advisor Network
Kansas
$1.72M -$91.2K -1,074 -5%
EVM
293
Eaton Vance Management
Massachusetts
$1.71M +$1.68M +19,739 New
GWA
294
Guidant Wealth Advisors
Illinois
$1.7M -$9.85K -116 -0.6%
1SB
295
1ST Source Bank
Indiana
$1.69M +$126K +1,486 +8%
CA
296
Cetera Advisors
Colorado
$1.66M -$661K -7,784 -29%
CAG
297
Csenge Advisory Group
Florida
$1.64M +$1.61M +18,946 New
PWP
298
Personal Wealth Partners
Minnesota
$1.64M -$150K -1,767 -9%
Cetera Investment Advisers
299
Cetera Investment Advisers
Illinois
$1.63M +$99K +1,166 +7%
EA
300
Efficient Advisors
Ohio
$1.54M +$42.2K +497 +3%

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.