We are live on ! Find out more
HYG icon

iShares iBoxx $ High Yield Corporate Bond ETF

951 hedge funds and large institutions have $20.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 336 increasing their positions, 311 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 93

8% more funds holding in top 10

Funds holding in top 10: 7278 (+6)

8% more funds holding

Funds holding: 882951 (+69)

8% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 311

0% more capital invested

Capital invested by funds: $20.2B → $20.3B (+$51.9M)

7.56% less ownership

Funds ownership: 105.66%98.1% (-7.6%)

83% less call options, than puts

Call options by funds: $4.4B | Put options by funds: $26.2B

Holders
951
Holders Change
+69
Holders Change %
+7.82%
% of All Funds
14.63%
Holding in Top 10
78
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.33%
% of All Funds
1.2%
New
175
Increased
336
Reduced
311
Closed
93
Calls
$4.4B
Puts
$26.2B
Net Calls
-$21.8B
Net Calls Change
-$2.83B
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
301
Kohlberg Kravis Roberts & Co
New York
$3.25M +$3.24M +37,351 New
JCM
302
Jacobi Capital Management
Pennsylvania
$3.23M -$213K -2,456 -6%
CL
303
CIM LLC
New York
$3.21M -$11.4K -131 -0.3%
FFS
304
Founders Financial Securities
Maryland
$3.18M +$230K +2,652 +8%
AWMG
305
Alliance Wealth Management Group
New Jersey
$3.16M +$50.2K +579 +2%
EVM
306
Eaton Vance Management
Massachusetts
$3.15M +$2.66M +30,665 +559%
HCM
307
Howard Capital Management
Georgia
$3.1M +$199K +2,292 +7%
NLG
308
New Legacy Group
New York
$3.08M +$3.07M +35,400 New
DJYG
309
David J. Yvars Group
Florida
$3.06M +$188K +2,163 +7%
Northern Trust
310
Northern Trust
Illinois
$3.04M -$13.5M -155,748 -4%
MIS
311
Morningstar Investment Services
Illinois
$3M -$57.1K -658 -2%
MWM
312
McNaughton Wealth Management
California
$3M +$174K +2,006 +6%
Bessemer Group
313
Bessemer Group
New Jersey
$2.99M -$70.7K -815 -2%
AFS
314
AFG Fiduciary Services
Massachusetts
$2.97M +$2.96M +34,154 New
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$2.95M -$1.08M -12,456 -27%
AAMC
316
Asset Allocation & Management Company
Illinois
$2.92M +$497K +5,730 +21%
WA
317
WBH Advisory
Maryland
$2.91M +$2.9M +33,449 New
WC
318
Wealth CMT
New Jersey
$2.89M +$2.88M +33,179 New
HI
319
Horizon Investments
North Carolina
$2.88M +$351K +4,043 +14%
BPA
320
Beacon Pointe Advisors
California
$2.86M -$43.8K -505 -2%
IDA
321
Intelligence Driven Advisers
California
$2.81M -$596K -6,865 -17%
Lazard Asset Management
322
Lazard Asset Management
New York
$2.81M
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$2.8M -$1.9M -21,923 -41%
PCS
324
Personal CFO Solutions
New Jersey
$2.78M +$309K +3,558 +13%
CFC
325
Client First Capital
California
$2.78M +$2.77M +31,902 New

HYG Hedge Fund Activity: Q4 2021 in Review

951 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2021, worth a combined $20.3B — up 0.26% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new HYG positions and 93 closed out — a net gain of 82 holders — while 336 added to existing stakes and 311 trimmed.

The largest buyer was TD Asset Management, adding an estimated $431M. The largest seller was Goldman Sachs, cutting an estimated $384M.

  • 951 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2021, up from 882 in Q3 2021.
  • Funds reported $20.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2021, up 0.26% quarter-over-quarter.
  • 175 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2021 and 93 closed out, a net change of +82 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2021 was TD Asset Management, an estimated $431M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2021 was Goldman Sachs, an estimated $384M sold.

Based on aggregated 13F filings for Q4 2021.