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iShares iBoxx $ High Yield Corporate Bond ETF

896 hedge funds and large institutions have $19B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 300 increasing their positions, 274 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 89

37% more capital invested

Capital invested by funds: $13.9B → $19B (+$5.08B)

20% more funds holding in top 10

Funds holding in top 10: 6578 (+13)

15% more funds holding

Funds holding: 782896 (+114)

9% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 274

6.62% less ownership

Funds ownership: 120.4%113.78% (-6.6%)

62% less call options, than puts

Call options by funds: $7.06B | Put options by funds: $18.7B

Holders
896
Holders Change
+114
Holders Change %
+14.58%
% of All Funds
14.4%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.25%
New
214
Increased
300
Reduced
274
Closed
89
Calls
$7.06B
Puts
$18.7B
Net Calls
-$11.7B
Net Calls Change
+$4.77B
Name Holding Trade Value Shares
Change
Change in
Stake
AFO
326
Allie Family Office
Florida
$2.41M -$5.53K -75 -0.2%
LSWM
327
Lorne Steinberg Wealth Management
Canada
$2.39M +$33.2K +450 +1%
Vontobel Holding
328
Vontobel Holding
Switzerland
$2.33M -$1.55M -21,037 -40%
FT
329
Fiduciary Trust
Massachusetts
$2.31M +$2.31M +31,391 New
NB
330
NBT Bank
New York
$2.31M -$54.6K -740 -2%
JCM
331
Jacobi Capital Management
Pennsylvania
$2.3M -$311K -4,216 -12%
Man Group
332
Man Group
United Kingdom
$2.28M +$67.8K +920 +3%
CP
333
Covenant Partners
Tennessee
$2.27M +$2.28M +30,860 New
RWPA
334
Richard W. Paul & Associates
Michigan
$2.27M +$2.27M +30,859 New
TCMP
335
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.27M +$384K +5,213 +20%
ACG
336
Arch Capital Group
Bermuda
$2.21M
WHG
337
Westwood Holdings Group
Texas
$2.19M -$310K -4,205 -12%
FRA
338
Frank Rimerman Advisors
California
$2.19M +$824K +11,174 +60%
PCIA
339
Prime Capital Investment Advisors
Kansas
$2.19M +$1.57M +21,253 +251%
CWP
340
Corepath Wealth Partners
Arizona
$2.18M +$43.7K +593 +2%
CCFM
341
Clear Creek Financial Management
Washington
$2.17M +$2.18M +29,521 New
ECM
342
ExodusPoint Capital Management
New York
$2.15M +$2.15M +29,144 New
EGWAG
343
Elwood & Goetz Wealth Advisory Group
Georgia
$2.14M -$467K -6,335 -18%
AWM
344
Adams Wealth Management
Utah
$2.14M +$1.76M +23,860 +459%
BRM
345
Boston Research & Management
Massachusetts
$2.09M +$23.6K +320 +1%
IA
346
IFG Advisors
Missouri
$2.07M +$391K +5,310 +23%
SF
347
Summit Financial
New Jersey
$2.04M -$1.14M -15,469 -36%
SAM
348
SignalPoint Asset Management
Missouri
$2.04M -$14.7K -199 -0.7%
Koshinski Asset Management
349
Koshinski Asset Management
Illinois
$2.02M -$30.2K -409 -1%
LI
350
LVZ Inc
Michigan
$2M +$386K +5,242 +24%

HYG Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2022, worth a combined $19B — up 37% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new HYG positions and 89 closed out — a net gain of 125 holders — while 300 added to existing stakes and 274 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $2.29B. The largest seller was Goldman Sachs, cutting an estimated $1.18B.

  • 896 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2022, up from 782 in Q3 2022.
  • Funds reported $19B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2022, up 37% quarter-over-quarter.
  • 214 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2022 and 89 closed out, a net change of +125 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2022 was Clark Capital Management Group, an estimated $2.29B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2022 was Goldman Sachs, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2022.