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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
SA
301
Shilanski & Associates
Alaska
$2.5M +$34.5K +410 +1%
FI
302
FormulaFolio Investments
Michigan
$2.5M -$2.89M -34,334 -54%
CCM
303
Crabel Capital Management
California
$2.48M +$961K +11,416 +63%
AllianceBernstein
304
AllianceBernstein
Tennessee
$2.48M -$860K -10,218 -26%
FA
305
Freestate Advisors
Kansas
$2.46M -$360K -4,275 -13%
EBT
306
Enterprise Bank & Trust
Massachusetts
$2.45M -$34.9K -415 -1%
MMA
307
Miracle Mile Advisors
California
$2.44M +$2.44M +29,029 New
SW
308
SteelPeak Wealth
California
$2.42M +$1.35M +15,981 +124%
OFG
309
OTA Financial Group
New York
$2.41M +$2.42M +28,775 New
IAN
310
Integrated Advisors Network
Texas
$2.35M -$140K -1,660 -6%
ACS
311
Archford Capital Strategies
Illinois
$2.34M +$112K +1,334 +5%
RIG
312
Ramiah Investment Group
Wisconsin
$2.26M +$179K +2,128 +9%
FA
313
Forefront Analytics
Pennsylvania
$2.22M +$348K +4,130 +18%
JWCA
314
J.W. Cole Advisors
Florida
$2.21M -$397K -4,717 -15%
ACG
315
Allen Capital Group
Nebraska
$2.21M +$2.18M +25,946 +1,297,300%
FA
316
FDx Advisors
Illinois
$2.19M +$142K +1,686 +7%
Lido Advisors
317
Lido Advisors
California
$2.15M +$140K +1,659 +7%
EPM
318
Elm Partners Management
Pennsylvania
$2.15M -$493K -5,863 -19%
CFGS
319
Concourse Financial Group Securities
Alabama
$2.14M +$639K +7,591 +42%
RIM
320
Rampart Investment Management
Connecticut
$2.13M -$968K -11,496 -31%
FFS
321
Founders Financial Securities
Maryland
$2.04M +$188K +2,236 +10%
IB
322
Intrust Bank
Kansas
$2.04M +$2.04M +24,268 New
B
323
Barings
North Carolina
$2.03M +$889K +10,562 +77%
SAS
324
Sage Advisory Services
Texas
$2.03M +$658K +7,812 +48%
CC
325
Copperleaf Capital
North Carolina
$2.03M -$128K -1,515 -6%

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.