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iShares iBoxx $ High Yield Corporate Bond ETF

594 hedge funds and large institutions have $16.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 255 increasing their positions, 188 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 188

19% more capital invested

Capital invested by funds: $13.7B → $16.3B (+$2.6B)

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

1% more funds holding

Funds holding: 590594 (+4)

3% less funds holding in top 10

Funds holding in top 10: 7876 (-2)

79% less call options, than puts

Call options by funds: $2.35B | Put options by funds: $11.2B

169.17% less ownership

Funds ownership: 253.98%84.81% (-169%)

Holders
594
Holders Change
+4
Holders Change %
+0.68%
% of All Funds
14.81%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.89%
New
64
Increased
255
Reduced
188
Closed
56
Calls
$2.35B
Puts
$11.2B
Net Calls
-$8.81B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
301
Appleton Partners
Massachusetts
$1.36M +$49.9K +565 +4%
NCM
302
Noesis Capital Mangement
Florida
$1.36M +$12.4K +140 +0.9%
IFWM
303
Institute for Wealth Management
Colorado
$1.34M -$148K -1,677 -10%
FWIA
304
Fort Washington Investment Advisors
Ohio
$1.34M -$79.4K -900 -5%
MIAN
305
Mariner Independent Advisor Network
Kansas
$1.33M -$161K -1,819 -11%
RPG
306
Risk Paradigm Group
Texas
$1.32M -$63.1K -715 -5%
CS
307
Comerica Securities
Michigan
$1.32M +$86.7K +982 +7%
WCM
308
Weatherstone Capital Management
Colorado
$1.31M -$27.6K -313 -2%
BPC
309
Banque Pictet & Cie
Switzerland
$1.31M
Betterment LLC
310
Betterment LLC
New York
$1.31M +$1.3M +14,720 New
Cetera Investment Advisers
311
Cetera Investment Advisers
Illinois
$1.29M -$487K -5,518 -27%
AP
312
Advisors Preferred
Maryland
$1.29M +$43.2K +489 +3%
Federated Hermes
313
Federated Hermes
Pennsylvania
$1.29M -$1.13M -12,799 -47%
WT
314
Whittier Trust
California
$1.29M -$54.2K -614 -4%
NSCM
315
New South Capital Management
Tennessee
$1.28M
SF
316
Synovus Financial
Georgia
$1.28M -$84.9K -962 -6%
CAM
317
Concorde Asset Management
Michigan
$1.28M -$135K -1,529 -10%
WA
318
Winfield Associates
Ohio
$1.25M -$60K -680 -5%
PA
319
Pinnacle Associates
New York
$1.23M -$1.32K -15 -0.1%
YP
320
Yellowstone Partners
Idaho
$1.22M +$1.22M +13,783 New
T
321
Thomaspartners
Massachusetts
$1.21M -$2.38K -27 -0.2%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$1.21M +$9.09K +103 +0.8%
BSB
323
Bangor Savings Bank
Maine
$1.2M -$7.32K -83 -0.6%
CCA
324
Catalyst Capital Advisors
New York
$1.2M +$358K +4,054 +43%
BCM
325
Bluefin Capital Management
New York
$1.19M -$3.01M -34,100 -72%

HYG Hedge Fund Activity: Q3 2017 in Review

594 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2017, worth a combined $16.3B — up 19% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HYG positions and 56 closed out — a net gain of 8 holders — while 255 added to existing stakes and 188 trimmed.

The largest buyer was BlackRock, adding an estimated $645M. The largest seller was Strategic Investment Management, cutting an estimated $31.8B.

  • 594 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2017, up from 590 in Q2 2017.
  • Funds reported $16.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 64 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2017 and 56 closed out, a net change of +8 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $645M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2017 was Strategic Investment Management, an estimated $31.8B sold.

Based on aggregated 13F filings for Q3 2017.