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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
AAMC
276
Asset Allocation & Management Company
Illinois
$3.46M +$516K +7,000 +18%
IPW
277
Invictus Private Wealth
Colorado
$3.45M +$3.46M +46,879 New
Fiera Capital (Canada)
278
Fiera Capital (Canada)
Quebec, Canada
$3.43M -$11.5K -156 -0.3%
CG
279
Cutler Group
California
$3.38M -$4.22M -57,204 -55%
VCM
280
Virtue Capital Management
Tennessee
$3.33M +$3.34M +45,256 New
GEM
281
Global Endowment Management
North Carolina
$3.31M +$3.32M +45,000 New
MIA
282
MainStreet Investment Advisors
Illinois
$3.31M -$525K -7,118 -14%
PFMU
283
Privium Fund Management (UK)
United Kingdom
$3.24M +$3.24M +43,972 New
VA
284
Valmark Advisers
Ohio
$3.23M -$984K -13,351 -23%
RJT
285
Raymond James Trust
Florida
$3.22M +$37.5K +508 +1%
FF
286
Fluent Financial
Texas
$3.18M +$3.19M +43,238 New
SWA
287
Stratos Wealth Advisors
Ohio
$3.17M +$126K +1,707 +4%
USAA
288
United Services Automobile Association
Texas
$3.14M -$271K -3,671 -8%
GP
289
Girard Partners
Pennsylvania
$3.07M +$3.08M +41,713 New
CAS
290
Coppell Advisory Solutions
Texas
$3.05M +$3.06M +41,465 New
CASC
291
Coppell Advisory Solutions Corp
Texas
$3.05M +$3.06M +41,465 New
CA
292
Crewe Advisors
Utah
$3.02M +$2.25M +30,587 +292%
CC
293
Centiva Capital
New York
$3.01M -$19.4M -263,400 -87%
RIA
294
Regal Investment Advisors
Michigan
$2.99M +$369K +4,999 +14%
OC
295
Oppenheimer & Co
New York
$2.96M +$638K +8,650 +27%
Marshall Wace
296
Marshall Wace
United Kingdom
$2.94M +$2.94M +39,877 New
Thrivent Financial for Lutherans
297
Thrivent Financial for Lutherans
Minnesota
$2.93M -$327K -4,431 -10%
IWP
298
Insight Wealth Partners
Texas
$2.91M -$181K -2,456 -6%
SA
299
Stewardship Advisors
Pennsylvania
$2.88M -$2.88M -39,047 -50%
SS
300
Sound Stewardship
Kansas
$2.88M +$2.88M +39,065 New

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.