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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
AWM
351
Avior Wealth Management
Nebraska
$1.62M -$56.6K -673 -3%
KPWS
352
Kestra Private Wealth Services
Texas
$1.54M +$1.52M +18,068 New
EA
353
Emerald Advisors
Washington
$1.52M +$110K +1,311 +8%
PAIA
354
Park Avenue Institutional Advisers
New York
$1.51M
EA
355
Efficient Advisors
Ohio
$1.49M -$13.9K -165 -0.9%
CIM
356
Confluence Investment Management
Missouri
$1.46M +$224K +2,665 +18%
AFA
357
American Financial Advisors
Georgia
$1.45M -$106K -1,254 -7%
SWP
358
Summit Wealth Partners
Florida
$1.44M +$48.6K +577 +3%
PFBT
359
Parkside Financial Bank & Trust
Missouri
$1.4M +$212K +2,518 +18%
CF
360
Centaurus Financial
California
$1.4M +$326K +3,870 +30%
SCM
361
Saba Capital Management
New York
$1.39M +$1.4M +16,608 New
PMG
362
ProVise Management Group
Florida
$1.39M +$1.39M +16,551 New
DWM
363
Dakota Wealth Management
Florida
$1.39M -$98.6K -1,171 -7%
BF
364
BOK Financial
Oklahoma
$1.35M -$1.03M -12,259 -43%
IWC
365
Integrated Wealth Concepts
Massachusetts
$1.35M -$9.33M -110,885 -87%
SWM
366
SeaCrest Wealth Management
New York
$1.34M -$49.1K -583 -4%
CAN
367
Cetera Advisor Networks
California
$1.34M -$480K -5,707 -26%
WB
368
Webster Bank
Connecticut
$1.32M +$118K +1,400 +10%
VC
369
Vicus Capital
Pennsylvania
$1.32M +$99.5K +1,182 +8%
HPC
370
Hobart Private Capital
North Carolina
$1.31M +$296K +3,511 +29%
AUIM
371
Aegon USA Investment Management
Iowa
$1.31M
CAPTRUST Financial Advisors
372
CAPTRUST Financial Advisors
North Carolina
$1.31M +$197K +2,338 +18%
LFG
373
LifePlan Financial Group
Ohio
$1.3M -$199K -2,363 -13%
KM
374
Kalos Management
Georgia
$1.28M -$123K -1,460 -9%
HIM
375
Hanlon Investment Management
New Jersey
$1.27M +$797K +9,469 +166%

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.