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iShares iBoxx $ High Yield Corporate Bond ETF

694 hedge funds and large institutions have $17.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 257 increasing their positions, 229 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 87

13% more capital invested

Capital invested by funds: $15.3B → $17.3B (+$2.02B)

12% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 229

11% more funds holding in top 10

Funds holding in top 10: 6673 (+7)

3% more funds holding

Funds holding: 673694 (+21)

16.37% less ownership

Funds ownership: 127.44%111.08% (-16%)

90% less call options, than puts

Call options by funds: $2.72B | Put options by funds: $26.6B

Holders
694
Holders Change
+21
Holders Change %
+3.12%
% of All Funds
15.02%
Holding in Top 10
73
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.61%
% of All Funds
1.58%
New
120
Increased
257
Reduced
229
Closed
87
Calls
$2.72B
Puts
$26.6B
Net Calls
-$23.9B
Net Calls Change
-$5.52B
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
326
HBK Sorce Advisory
Pennsylvania
$1.36M +$8.15K +96 +0.6%
FGAM
327
Financial Gravity Asset Management
Texas
$1.35M +$1.33M +15,690 New
LP
328
LGL Partners
Pennsylvania
$1.35M +$96.7K +1,139 +8%
RFO
329
RiverGlades Family Offices
Florida
$1.35M +$1.32M +15,570 New
BFEC
330
Benjamin F. Edwards & Company
Missouri
$1.34M +$502K +5,913 +62%
GWM
331
Geneos Wealth Management
Colorado
$1.32M +$339K +3,995 +36%
SWM
332
SeaCrest Wealth Management
New York
$1.31M -$64.6K -761 -5%
TPCM
333
Three Peaks Capital Management
Colorado
$1.29M +$1.27M +14,952 New
PFS
334
Prospera Financial Services
Texas
$1.28M +$806K +9,487 +178%
PAS
335
Partnervest Advisory Services
California
$1.28M +$1.26M +14,786 New
RFC
336
Regions Financial Corp
Alabama
$1.27M +$1.36K +16 +0.1%
CFB
337
Cullen/Frost Bankers
Texas
$1.27M +$1.48M +17,445 +444%
UB
338
UMB Bank
Missouri
$1.25M +$597K +7,029 +95%
NSCM
339
New South Capital Management
Tennessee
$1.25M
WB
340
Webster Bank
Connecticut
$1.23M +$1.44K +17 +0.1%
NB
341
NBT Bank
New York
$1.22M +$720K +8,475 +149%
N
342
Natixis
France
$1.22M +$154K +1,819 +15%
AP
343
Advisors Preferred
Maryland
$1.22M +$1.19M +14,051 New
CFS
344
Ceros Financial Services
Maryland
$1.22M +$1.19M +14,051 New
VC
345
Vicus Capital
Pennsylvania
$1.21M -$16.2K -191 -1%
KWM
346
Kingsview Wealth Management
Oregon
$1.21M +$186K +2,194 +19%
PFBT
347
Parkside Financial Bank & Trust
Missouri
$1.2M -$6.24M -73,512 -84%
MAFM
348
Mid Atlantic Financial Management
Pennsylvania
$1.2M +$98.6K +1,161 +9%
ACM
349
AUA Capital Management
Pennsylvania
$1.18M
PIMG
350
Patriot Investment Management Group
Tennessee
$1.16M +$1.14M +13,374 New

HYG Hedge Fund Activity: Q1 2019 in Review

694 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2019, worth a combined $17.3B — up 13% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HYG positions and 87 closed out — a net gain of 33 holders — while 257 added to existing stakes and 229 trimmed.

The largest buyer was Prudential plc, adding an estimated $441M. The largest seller was Goldman Sachs, cutting an estimated $738M.

  • 694 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2019, up from 673 in Q4 2018.
  • Funds reported $17.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 120 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2019 and 87 closed out, a net change of +33 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2019 was Prudential plc, an estimated $441M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2019 was Goldman Sachs, an estimated $738M sold.

Based on aggregated 13F filings for Q1 2019.