We are live on ! Find out more
HYG icon

iShares iBoxx $ High Yield Corporate Bond ETF

416 hedge funds and large institutions have $8.27B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 164 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% more ownership

Funds ownership: 61.64%61.7% (+0.06%)

1% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 165

3% less capital invested

Capital invested by funds: $8.53B → $8.27B (-$255M)

3% less funds holding

Funds holding: 431416 (-15)

15% less funds holding in top 10

Funds holding in top 10: 4639 (-7)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

83% less call options, than puts

Call options by funds: $303M | Put options by funds: $1.77B

Holders
416
Holders Change
-15
Holders Change %
-3.48%
% of All Funds
12.07%
Holding in Top 10
39
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.22%
% of All Funds
1.13%
New
37
Increased
164
Reduced
165
Closed
46
Calls
$303M
Puts
$1.77B
Net Calls
-$1.46B
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
326
Evanson Asset Management
California
$288K +$293K +3,137 New
KFA
327
Kays Financial Advisory
Georgia
$285K +$374 +4 +0.1%
NA
328
Navellier & Associates
Nevada
$283K -$407K -4,354 -59%
BRWA
329
B. Riley Wealth Advisors
Florida
$282K -$206K -2,208 -42%
WA
330
WFG Advisors
Texas
$280K -$62.4K -667 -18%
CL
331
CPWM LLC
Washington
$278K -$18.7K -200 -6%
NC
332
Nicholas Company
Wisconsin
$275K +$140K +1,500 +100%
Neuberger Berman Group
333
Neuberger Berman Group
New York
$272K +$71.1K +760 +35%
NL
334
NWAM LLC
Washington
$270K +$9.35K +100 +4%
MC
335
Moors & Cabot
Massachusetts
$261K -$473K -5,054 -64%
HCA
336
Harbour Capital Advisors
Virginia
$259K +$264K +2,822 New
MAM
337
Mizuho Asset Management
Japan
$257K -$95.6K -1,022 -27%
GHAM
338
Gilman Hill Asset Management
Connecticut
$257K
FWP
339
FAS Wealth Partners
Kansas
$253K +$257K +2,748 New
TIM
340
Tortoise Investment Management
New York
$250K -$20.3K -217 -7%
MCC
341
Mid Continent Capital
Illinois
$241K -$103K -1,100 -30%
BOTW
342
Bank of the West
California
$241K -$41K -439 -14%
CL
343
Choreo LLC
Illinois
$241K +$245K +2,624 New
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$240K +$24.9K +266 +11%
WEC
345
Winslow Evans & Crocker
Massachusetts
$239K +$3.46K +37 +1%
EWM
346
Evercore Wealth Management
New York
$236K -$77.1K -825 -24%
SAM
347
Shamrock Asset Management
Texas
$234K -$2.33M -24,950 -91%
CIC
348
Carnegie Investment Counsel
Ohio
$233K +$237K +2,530 New
CTC
349
Central Trust Company
Missouri
$230K
MMLI
350
Massachusetts Mutual Life Insurance
Massachusetts
$230K +$15.9K +170 +7%

HYG Hedge Fund Activity: Q3 2014 in Review

416 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2014, worth a combined $8.27B — down 3% from $8.53B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of HYG and 37 opened new positions — a net loss of 9 holders — while 165 trimmed existing stakes and 164 added.

The largest buyer was BlackRock Advisors, adding an estimated $276M. The largest seller was VOYA Investment Management, cutting an estimated $157M.

  • 416 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2014, down from 431 in Q2 2014.
  • Funds reported $8.27B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2014, down 3% quarter-over-quarter.
  • 37 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2014 and 46 closed out, a net change of -9 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2014 was BlackRock Advisors, an estimated $276M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2014 was VOYA Investment Management, an estimated $157M sold.

Based on aggregated 13F filings for Q3 2014.