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iShares iBoxx $ High Yield Corporate Bond ETF

782 hedge funds and large institutions have $23B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 336 increasing their positions, 220 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 220

33% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 78

4% more funds holding in top 10

Funds holding in top 10: 7275 (+3)

2.93% more ownership

Funds ownership: 85.49%88.42% (+2.9%)

3% more funds holding

Funds holding: 762782 (+20)

2% less capital invested

Capital invested by funds: $23.6B → $23B (-$582M)

73% less call options, than puts

Call options by funds: $5.35B | Put options by funds: $20B

Holders
782
Holders Change
+20
Holders Change %
+2.62%
% of All Funds
15.78%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.51%
New
104
Increased
336
Reduced
220
Closed
78
Calls
$5.35B
Puts
$20B
Net Calls
-$14.7B
Net Calls Change
-$3.24B
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
McNaughton Wealth Management
California
$2.02M +$1.01M +11,952 +98%
BRM
327
Boston Research & Management
Massachusetts
$1.98M -$78.4K -932 -4%
FCC
328
Florin Court Capital
United Kingdom
$1.95M +$1.96M +23,250 New
N
329
Natixis
France
$1.95M +$505K +6,003 +35%
GWM
330
Geneos Wealth Management
Colorado
$1.94M +$217K +2,574 +12%
GM
331
GeoWealth Management
Illinois
$1.94M +$1.95M +23,110 New
SWP
332
Strategic Wealth Partners
Ohio
$1.9M +$1.91M +22,683 New
CB
333
Commerce Bank
Missouri
$1.9M -$116K -1,373 -6%
AWMG
334
Alliance Wealth Management Group
New Jersey
$1.9M +$81.7K +971 +4%
RIM
335
Rockbridge Investment Management
New York
$1.9M -$51.1K -607 -3%
DAS
336
Dynamic Advisor Solutions
Arizona
$1.9M +$29.2K +347 +2%
BWA
337
Beam Wealth Advisors
Louisiana
$1.88M +$18.5K +220 +1%
AIA
338
Arrow Investment Advisors
Maryland
$1.86M -$149K -1,776 -7%
CIA
339
Capital Investment Advisors
Georgia
$1.83M +$52K +618 +3%
HW
340
Hancock Whitney
Mississippi
$1.83M +$791K +9,396 +76%
SC
341
Slow Capital
California
$1.81M +$14.2K +169 +0.8%
MFG
342
Menard Financial Group
Texas
$1.81M +$1.81M +21,534 New
PWP
343
Personal Wealth Partners
Minnesota
$1.79M -$18.4K -219 -1%
NA
344
NewEdge Advisors
Louisiana
$1.76M +$122K +1,445 +7%
PFPT
345
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.7M -$181K -2,150 -10%
BHWM
346
Bar Harbor Wealth Management
New Hampshire
$1.69M -$31.1K -369 -2%
ECM
347
ExodusPoint Capital Management
New York
$1.67M -$242K -2,876 -13%
WB
348
WesBanco Bank
West Virginia
$1.65M -$1.11M -13,188 -40%
BCM
349
Boltwood Capital Management
California
$1.63M -$891K -10,584 -35%
1SB
350
1ST Source Bank
Indiana
$1.63M +$85.9K +1,021 +6%

HYG Hedge Fund Activity: Q3 2020 in Review

782 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2020, worth a combined $23B — down 2.5% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new HYG positions and 78 closed out — a net gain of 26 holders — while 336 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $1.09B. The largest seller was Barclays, cutting an estimated $1.51B.

  • 782 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2020, up from 762 in Q2 2020.
  • Funds reported $23B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2020, down 2.5% quarter-over-quarter.
  • 104 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2020 and 78 closed out, a net change of +26 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $1.09B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2020 was Barclays, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2020.