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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
PAG
351
Pinnacle Advisory Group
Maryland
$1.14M -$68.1K -802 -6%
SF
352
Synovus Financial
Georgia
$1.13M -$27.7K -326 -2%
CFGS
353
Concourse Financial Group Securities
Alabama
$1.13M +$434K +5,109 +64%
ASN
354
Advisory Services Network
Georgia
$1.12M -$27.3K -321 -2%
GVAG
355
Great Valley Advisor Group
Delaware
$1.11M +$1.09M +12,861 New
PFA
356
Pettinga Financial Advisors
Indiana
$1.11M +$210K +2,477 +24%
FNBT
357
FineMark National Bank & Trust
Florida
$1.1M +$33.4K +393 +3%
FIMS
358
FBL Investment Management Services
Iowa
$1.1M +$1.1M +13,000 New
WA
359
Winfield Associates
Ohio
$1.1M -$110K -1,300 -9%
AL
360
Aspiriant LLC
California
$1.09M -$534K -6,293 -33%
MC
361
Minot Capital
Colorado
$1.08M
CP
362
Cumberland Partners
Ontario, Canada
$1.08M -$59.4K -700 -5%
NCM
363
Noesis Capital Mangement
Florida
$1.07M +$169K +1,985 +19%
OC
364
Oppenheimer & Co
New York
$1.05M -$248K -2,921 -19%
HW
365
Hedeker Wealth
Illinois
$1.03M
SFS
366
Sowell Financial Services
Arkansas
$1.03M +$382K +4,496 +60%
DDPIC
367
Deroy & Devereaux Private Investment Counsel
Michigan
$1.02M -$36.1K -425 -3%
SWRP
368
Summit Wealth & Retirement Planning
California
$991K -$598K -7,043 -38%
PCIG
369
Partners Capital Investment Group
Massachusetts
$983K +$298K +3,514 +45%
SBL
370
Sargent Bickham Lagudis
Colorado
$981K +$929K +10,944 +2,750%
A
371
AdvicePeriod
California
$978K -$235K -2,773 -20%
CWM
372
Cornerstone Wealth Management
Missouri
$950K +$56K +659 +20%
EWF
373
Epstein & White Financial
California
$946K +$150K +1,772 +19%
SC
374
Scotia Capital
Ontario, Canada
$943K -$11.8K -139 -1%
SCG
375
Sonata Capital Group
Washington
$929K

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.