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iShares iBoxx $ High Yield Corporate Bond ETF

982 hedge funds and large institutions have $19.4B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 356 increasing their positions, 314 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 63

13% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 314

10% more funds holding

Funds holding: 892982 (+90)

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

0% more capital invested

Capital invested by funds: $19.4B → $19.4B (+$47M)

0.14% more ownership

Funds ownership: 119.6%119.74% (+0.14%)

67% less call options, than puts

Call options by funds: $7.42B | Put options by funds: $22.7B

Holders
982
Holders Change
+90
Holders Change %
+10.09%
% of All Funds
12.93%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.83%
New
171
Increased
356
Reduced
314
Closed
63
Calls
$7.42B
Puts
$22.7B
Net Calls
-$15.3B
Net Calls Change
+$2.08B
Name Holding Trade Value Shares
Change
Change in
Stake
CF
301
Copperwynd Financial
Arizona
$2.72M +$2.75M +34,594 New
TWC
302
TD Waterhouse Canada
Ontario, Canada
$2.72M +$420K +5,294 +18%
5SA
303
5th Street Advisors
Connecticut
$2.63M -$221K -2,781 -8%
SC
304
Sykon Capital
New York
$2.62M -$149K -1,876 -5%
BRM
305
Boston Research & Management
Massachusetts
$2.61M -$19.8K -250 -0.7%
IPW
306
Invictus Private Wealth
Colorado
$2.58M -$316K -3,979 -11%
MWM
307
MorganRosel Wealth Management
Colorado
$2.58M +$103K +1,302 +4%
B
308
Bellecapital
Switzerland
$2.55M
TW
309
Towerpoint Wealth
California
$2.53M -$2.62M -32,978 -51%
MWM
310
Meridian Wealth Management
Kentucky
$2.46M +$1.08M +13,667 +78%
LI
311
LVZ Inc
Michigan
$2.45M -$220K -2,777 -8%
DWM
312
Drive Wealth Management
Utah
$2.42M +$134K +1,685 +6%
FCC
313
Florin Court Capital
United Kingdom
$2.41M +$1.42M +17,900 +140%
SPIA
314
Steward Partners Investment Advisory
New York
$2.4M +$1.5M +18,928 +164%
HCM
315
Hall Capital Management
Rhode Island
$2.39M +$2.41M +30,382 New
KWM
316
Kingsview Wealth Management
Oregon
$2.37M +$24.5K +309 +1%
ACG
317
Arch Capital Group
Bermuda
$2.36M
EGWAG
318
Elwood & Goetz Wealth Advisory Group
Georgia
$2.33M +$600K +7,556 +34%
Jones Financial Companies
319
Jones Financial Companies
Missouri
$2.31M +$910K +11,467 +64%
RFS
320
Richardson Financial Services
Massachusetts
$2.31M -$90.1K -1,135 -4%
BWM
321
BKM Wealth Management
Wisconsin
$2.28M +$1.89M +23,797 +455%
SWM
322
Sanctuary Wealth Management
Idaho
$2.28M +$1.56M +19,713 +213%
GTAM
323
Global Trust Asset Management
Florida
$2.26M -$47.4K -597 -2%
PCG
324
Prosperity Consulting Group
Maryland
$2.24M -$245K -3,088 -10%
DAS
325
Dynamic Advisor Solutions
Arizona
$2.23M -$874K -11,014 -28%

HYG Hedge Fund Activity: Q4 2024 in Review

982 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2024, worth a combined $19.4B — up 0.24% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new HYG positions and 63 closed out — a net gain of 108 holders — while 356 added to existing stakes and 314 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $352M. The largest seller was Bank of America, cutting an estimated $616M.

  • 982 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2024, up from 892 in Q3 2024.
  • Funds reported $19.4B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2024, up 0.24% quarter-over-quarter.
  • 171 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2024 and 63 closed out, a net change of +108 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2024 was Goldman Sachs, an estimated $352M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2024 was Bank of America, an estimated $616M sold.

Based on aggregated 13F filings for Q4 2024.