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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
RIA
351
Regal Investment Advisors
Michigan
$946K -$313K -3,544 -25%
AFP
352
Ausdal Financial Partners
Iowa
$946K -$29.2K -331 -3%
WS
353
Wedbush Securities
California
$946K +$41.6K +471 +5%
CFIA
354
Cantor Fitzgerald Investment Advisors
New York
$936K -$25.9K -294 -3%
IFS
355
Ifrah Financial Services
Arkansas
$910K +$2.47K +28 +0.3%
MTCM
356
Mint Tower Capital Management
Netherlands
$888K +$882K +10,000 New
WP
357
WealthPLAN Partners
Nebraska
$851K +$614K +6,960 +265%
AGM
358
Alpine Global Management
New York
$845K +$840K +9,518 New
PA
359
Parallel Advisors
California
$830K -$51.5K -584 -6%
CI
360
Cambiar Investors
Colorado
$825K +$343K +3,890 +72%
DC
361
Davenport & Co
Virginia
$822K +$32.2K +365 +4%
SAM
362
Solaris Asset Management
New York
$822K -$7.94K -90 -1%
HFS
363
HL Financial Services
Kentucky
$818K +$155K +1,755 +24%
CFP
364
Cornerstone Financial Partners
North Carolina
$807K +$50.9K +577 +7%
LPIC
365
LeJeune Puetz Investment Counsel
Michigan
$800K
RGNCM
366
R.G. Niederhoffer Capital Management
New York
$799K +$794K +9,000 New
HPC
367
HM Payson & Co
Maine
$793K -$41.9K -475 -5%
CIAS
368
Capital Investment Advisory Services
North Carolina
$787K +$28.8K +326 +4%
B
369
Brightworth
Georgia
$779K +$774K +8,775 New
FIB
370
First Interstate Bank
Montana
$778K +$774K +8,770 New
SBIA
371
Sheaff Brock Investment Advisors
Indiana
$748K -$79.5K -901 -10%
ACP
372
Ashfield Capital Partners
California
$738K -$75K -850 -9%
UB
373
UMB Bank
Missouri
$734K +$441 +5 +0.1%
AL
374
Aspiriant LLC
California
$734K +$331K +3,754 +83%
SWA
375
Sutton Wealth Advisors
Florida
$731K +$1.5K +17 +0.2%

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.