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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
WP
376
WealthSource Partners
California
$905K -$179K -2,111 -17%
Comerica Bank
377
Comerica Bank
Texas
$896K -$2.94M -34,623 -77%
FHC
378
First Heartland Consultants
Missouri
$886K +$404K +4,755 +87%
MWM
379
Mission Wealth Management
California
$884K -$138K -1,627 -14%
AWA
380
Arete Wealth Advisors
Illinois
$879K +$863K +10,165 New
CS
381
Comerica Securities
Michigan
$868K -$88.4K -1,041 -9%
ACM
382
Advent Capital Management
New York
$865K +$849K +10,000 New
Parallax Volatility Advisers
383
Parallax Volatility Advisers
California
$863K -$1.86M -21,866 -69%
WT
384
Whittier Trust
California
$861K -$85 -1 -0%
PA
385
Pinnacle Associates
New York
$853K -$5.86K -69 -0.7%
FAM
386
Flaharty Asset Management
Florida
$853K +$8.07K +95 +1%
JIP
387
Jaffetilchin Investment Partners
Florida
$841K +$225K +2,648 +37%
HCC
388
Hirtle Callaghan & Co
Pennsylvania
$823K
CCG
389
Cypress Capital Group
Florida
$812K -$37.4K -440 -4%
BBNA
390
Bremer Bank National Association
Minnesota
$808K +$789K +9,289 New
LNC
391
Lincoln National Corp
Pennsylvania
$806K +$385K +4,532 +95%
TC
392
TownSquare Capital
Utah
$804K +$185K +2,181 +31%
MLIC
393
Mandatum Life Insurance Company
Finland
$800K +$179K +2,103 +29%
AFC
394
AFT Forsyth & Company
Florida
$798K -$3.82K -45 -0.5%
CAPTRUST Financial Advisors
395
CAPTRUST Financial Advisors
North Carolina
$796K +$551K +6,489 +239%
BCM
396
Boltwood Capital Management
California
$775K -$116K -1,368 -13%
CIAS
397
Capital Investment Advisory Services
North Carolina
$768K -$40.1K -472 -5%
DWA
398
Dorsey Wright & Associates
California
$761K +$747K +8,802 New
CAM
399
Claret Asset Management
Quebec, Canada
$758K -$6.79K -80 -0.9%
PAG
400
Private Advisory Group
Washington
$753K

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.