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iShares iBoxx $ High Yield Corporate Bond ETF

782 hedge funds and large institutions have $23B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 336 increasing their positions, 220 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 220

33% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 78

4% more funds holding in top 10

Funds holding in top 10: 7275 (+3)

2.93% more ownership

Funds ownership: 85.49%88.42% (+2.9%)

3% more funds holding

Funds holding: 762782 (+20)

2% less capital invested

Capital invested by funds: $23.6B → $23B (-$582M)

73% less call options, than puts

Call options by funds: $5.35B | Put options by funds: $20B

Holders
782
Holders Change
+20
Holders Change %
+2.62%
% of All Funds
15.78%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.51%
New
104
Increased
336
Reduced
220
Closed
78
Calls
$5.35B
Puts
$20B
Net Calls
-$14.7B
Net Calls Change
-$3.24B
Name Holding Trade Value Shares
Change
Change in
Stake
HR
276
Hayden Royal
North Carolina
$3.19M +$3.21M +38,078 New
CS
277
Comerica Securities
Michigan
$3.18M +$2.53M +30,078 +385%
5L
278
55I LLC
Massachusetts
$3.17M +$1.21M +14,414 +62%
GW
279
GW & Wade
Massachusetts
$3.15M -$61.3K -728 -2%
BWM
280
BerganKDV Wealth Management
Minnesota
$3.09M +$249K +2,960 +9%
DF
281
Donoghue Forlines
Massachusetts
$3.05M +$131K +1,553 +4%
BIAS
282
Beacon Investment Advisory Services
New Jersey
$3.04M +$324K +3,847 +12%
CL
283
CIM LLC
New York
$3.03M +$2.98M +35,435 New
FQ
284
First Quadrant
California
$2.97M
SB
285
Simmons Bank
Arkansas
$2.94M +$2.95M +35,017 New
Cetera Investment Advisers
286
Cetera Investment Advisers
Illinois
$2.92M -$337K -4,008 -10%
VWA
287
Visionary Wealth Advisors
Illinois
$2.9M +$744K +8,840 +34%
Wolverine Trading
288
Wolverine Trading
Illinois
$2.88M -$2.26M -26,850 -44%
WC
289
Wealth CMT
New Jersey
$2.81M -$28.4K -338 -1%
LFASL
290
Lugano Financial Advisors SA (LFA)
Switzerland
$2.78M +$108K +1,286 +4%
PCM
291
Prelude Capital Management
New York
$2.73M +$2.74M +32,549 New
LGWM
292
Litman Gregory Wealth Management
California
$2.73M +$35.6K +423 +1%
Calamos Advisors
293
Calamos Advisors
Illinois
$2.72M
PI
294
PEAK6 Investments
Illinois
$2.71M +$1.35M +16,000 +97%
MSA
295
Mason Street Advisors
Wisconsin
$2.68M +$2.69M +31,900 New
BFEC
296
Benjamin F. Edwards & Company
Missouri
$2.62M +$375K +4,458 +17%
BFG
297
Beacon Financial Group
Texas
$2.59M +$1.08M +12,820 +71%
NSB
298
Norway Savings Bank
Maine
$2.54M +$83.7K +995 +3%
SWP
299
Stratos Wealth Partners
Ohio
$2.53M -$424K -5,033 -14%
WPA
300
Winning Points Advisors
Florida
$2.51M

HYG Hedge Fund Activity: Q3 2020 in Review

782 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2020, worth a combined $23B — down 2.5% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new HYG positions and 78 closed out — a net gain of 26 holders — while 336 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $1.09B. The largest seller was Barclays, cutting an estimated $1.51B.

  • 782 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2020, up from 762 in Q2 2020.
  • Funds reported $23B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2020, down 2.5% quarter-over-quarter.
  • 104 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2020 and 78 closed out, a net change of +26 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $1.09B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2020 was Barclays, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2020.