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iShares iBoxx $ High Yield Corporate Bond ETF

929 hedge funds and large institutions have $19.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 362 increasing their positions, 334 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.99% more ownership

Funds ownership: 119.74%128.74% (+9%)

8% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 334

1% more capital invested

Capital invested by funds: $19.4B → $19.5B (+$114M)

5% less funds holding

Funds holding: 983929 (-54)

10% less funds holding in top 10

Funds holding in top 10: 6357 (-6)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

78% less call options, than puts

Call options by funds: $8.4B | Put options by funds: $38.6B

Holders
929
Holders Change
-54
Holders Change %
-5.49%
% of All Funds
12.45%
Holding in Top 10
57
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.52%
% of All Funds
0.76%
New
72
Increased
362
Reduced
334
Closed
104
Calls
$8.4B
Puts
$38.6B
Net Calls
-$30.2B
Net Calls Change
-$14.9B
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
351
Congress Wealth Management
Massachusetts
$1.82M +$33.5K +422 +2%
DADC
352
D.A. Davidson & Co
Montana
$1.81M -$11.8K -149 -0.6%
GEM
353
Global Endowment Management
North Carolina
$1.79M +$945K +11,909 +110%
HWMC
354
Heritage Wealth Management (California)
California
$1.76M +$12.6K +159 +0.7%
Squarepoint
355
Squarepoint
New York
$1.76M +$682K +8,592 +63%
CHC
356
City Holding Co
West Virginia
$1.74M +$228K +2,875 +15%
FFA
357
Farther Finance Advisors
California
$1.74M +$1.35M +16,999 +331%
OC
358
Oppenheimer & Co
New York
$1.74M -$281K -3,537 -14%
HW
359
Hancock Whitney
Mississippi
$1.73M +$137K +1,725 +9%
BMD
360
Better Money Decisions
New Mexico
$1.72M -$81.4K -1,026 -4%
VCA
361
Verdence Capital Advisors
Maryland
$1.72M +$495K +6,231 +40%
AF
362
AtlasMark Financial
Texas
$1.7M +$343K +4,325 +25%
Franklin Resources
363
Franklin Resources
California
$1.69M +$714 +9 +0%
PG
364
Prostatis Group
Maryland
$1.68M +$208K +2,624 +14%
SSW
365
Stone Summit Wealth
Florida
$1.68M +$525K +6,610 +45%
IIC
366
Ironwood Investment Counsel
Arizona
$1.67M +$31.4K +395 +2%
EFG
367
Erickson Financial Group
Pennsylvania
$1.67M +$111K +1,400 +7%
PIA
368
Pinion Investment Advisors
Kansas
$1.65M +$815K +10,274 +97%
Creative Planning
369
Creative Planning
Kansas
$1.64M +$497K +6,267 +43%
MWM
370
Mittelman Wealth Management
Massachusetts
$1.64M +$123K +1,546 +8%
RIG
371
Ramiah Investment Group
Wisconsin
$1.63M -$132K -1,665 -7%
AC
372
Aristides Capital
Kentucky
$1.59M
DILIC
373
Dai-ichi Life Insurance Company
Japan
$1.58M +$1.04M +13,066 +189%
SS
374
Sunbelt Securities
Texas
$1.56M +$318K +4,005 +25%
AWM
375
Adams Wealth Management
Utah
$1.55M +$261K +3,292 +20%

HYG Hedge Fund Activity: Q1 2025 in Review

929 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2025, worth a combined $19.5B — up 0.59% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HYG and 72 opened new positions — a net loss of 32 holders — while 334 trimmed existing stakes and 362 added.

The largest buyer was Morgan Stanley, adding an estimated $859M. The largest seller was Jefferies Financial Group, cutting an estimated $158M.

  • 929 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2025, down from 983 in Q4 2024.
  • Funds reported $19.5B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2025, up 0.59% quarter-over-quarter.
  • 72 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2025 and 104 closed out, a net change of -32 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2025 was Morgan Stanley, an estimated $859M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2025 was Jefferies Financial Group, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2025.