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iShares iBoxx $ High Yield Corporate Bond ETF

594 hedge funds and large institutions have $16.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 255 increasing their positions, 188 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 188

19% more capital invested

Capital invested by funds: $13.7B → $16.3B (+$2.6B)

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

1% more funds holding

Funds holding: 590594 (+4)

3% less funds holding in top 10

Funds holding in top 10: 7876 (-2)

79% less call options, than puts

Call options by funds: $2.35B | Put options by funds: $11.2B

169.17% less ownership

Funds ownership: 253.98%84.81% (-169%)

Holders
594
Holders Change
+4
Holders Change %
+0.68%
% of All Funds
14.81%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.89%
New
64
Increased
255
Reduced
188
Closed
56
Calls
$2.35B
Puts
$11.2B
Net Calls
-$8.81B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$1.18M -$50.7K -575 -4%
DDPIC
327
Deroy & Devereaux Private Investment Counsel
Michigan
$1.17M +$11K +125 +1%
BAM
328
Belpointe Asset Management
Nevada
$1.15M +$1.15M +13,006 New
ACP
329
Arcus Capital Partners
Georgia
$1.14M -$1.32K -15 -0.1%
TPWA
330
TRUE Private Wealth Advisors
Oregon
$1.13M +$131K +1,489 +13%
VC
331
Vicus Capital
Pennsylvania
$1.13M +$66.8K +757 +6%
NIC
332
Northwest Investment Counselors
Oregon
$1.12M +$11.6K +132 +1%
DCM
333
Dimension Capital Management
Florida
$1.11M -$443K -5,024 -29%
SCG
334
Sonata Capital Group
Washington
$1.09M
EDRH
335
Edmond de Rothschild Holding
Switzerland
$1.07M -$27.8K -315 -3%
BWAM
336
Boyd Watterson Asset Management
Ohio
$1.03M +$1.03M +11,623 New
HCC
337
Hirtle Callaghan & Co
Pennsylvania
$1.03M
RFC
338
Regions Financial Corp
Alabama
$1.02M
GLA
339
Great Lakes Advisors
Illinois
$1M -$734K -8,314 -42%
IDBONY
340
Israel Discount Bank of New York
New York
$1M -$389K -4,410 -28%
Thrivent Financial for Lutherans
341
Thrivent Financial for Lutherans
Minnesota
$998K -$1.01M -11,413 -50%
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$998K +$480K +5,434 +94%
ACP
343
Aveo Capital Partners
Colorado
$995K -$88 -1 -0%
CIBC World Market
344
CIBC World Market
Ontario, Canada
$986K -$8.75M -99,210 -90%
GWA
345
Guidant Wealth Advisors
Illinois
$985K -$12.8K -145 -1%
BAS
346
Brown Advisory Securities
Maryland
$985K +$203K +2,295 +26%
HTC
347
Haverford Trust Company
Pennsylvania
$982K
TF
348
Tompkins Financial
New York
$974K
WAM
349
Watermark Asset Management
California
$973K -$307K -3,481 -24%
VF
350
Virtu Financial
New York
$969K -$680K -7,708 -41%

HYG Hedge Fund Activity: Q3 2017 in Review

594 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2017, worth a combined $16.3B — up 19% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HYG positions and 56 closed out — a net gain of 8 holders — while 255 added to existing stakes and 188 trimmed.

The largest buyer was BlackRock, adding an estimated $645M. The largest seller was Strategic Investment Management, cutting an estimated $31.8B.

  • 594 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2017, up from 590 in Q2 2017.
  • Funds reported $16.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 64 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2017 and 56 closed out, a net change of +8 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $645M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2017 was Strategic Investment Management, an estimated $31.8B sold.

Based on aggregated 13F filings for Q3 2017.