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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
Aberdeen Group
301
Aberdeen Group
United Kingdom
$2.86M +$2.87M +38,890 New
SBL
302
Sargent Bickham Lagudis
Colorado
$2.85M +$2.82M +38,281 +9,136%
IWC
303
Integrated Wealth Concepts
Massachusetts
$2.82M -$4.99M -67,729 -64%
SCA
304
St. Clair Advisors
Ohio
$2.74M +$2.75M +37,274 New
BP
305
Ballentine Partners
Massachusetts
$2.74M +$695K +9,425 +34%
FAIM
306
Financial Advocates Investment Management
Washington
$2.74M +$1.26M +17,062 +85%
HIM
307
Hanlon Investment Management
New Jersey
$2.72M +$2.5M +33,848 +1,082%
SYBT
308
Stock Yards Bank & Trust
Kentucky
$2.7M -$129K -1,750 -5%
NLG
309
New Legacy Group
New York
$2.69M
BMCM
310
Burns Matteson Capital Management
New York
$2.68M +$2.68M +36,378 New
SW
311
SoFi Wealth
California
$2.68M +$165K +2,241 +7%
EL
312
EQ LLC
Washington
$2.66M -$2.37M -32,212 -47%
BIS
313
BG Investment Services
Guam
$2.63M +$74.5K +1,011 +3%
PCA
314
Providence Capital Advisors
North Carolina
$2.58M -$38.3K -520 -1%
KWM
315
Kingsview Wealth Management
Oregon
$2.57M -$140K -1,904 -5%
MAM
316
MMA Asset Management
Pennsylvania
$2.56M +$450K +6,108 +21%
CL
317
CIM LLC
New York
$2.52M +$73K +990 +3%
AWM
318
Accurate Wealth Management
Florida
$2.52M +$2.45M +33,239 New
EW
319
Enzi Wealth
Texas
$2.47M -$273K -3,703 -10%
GCP
320
Garda Capital Partners
Minnesota
$2.47M +$2.48M +33,582 New
CWA
321
Centennial Wealth Advisory
Michigan
$2.44M +$2.45M +33,171 New
WTB
322
Washington Trust Bank
Washington
$2.44M -$2.76M -37,466 -53%
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$2.44M -$126K -1,708 -5%
TCM
324
Telos Capital Management
California
$2.43M -$7.65M -103,751 -76%
NRC
325
New Republic Capital
North Carolina
$2.42M +$2.43M +32,923 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.