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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
XF
376
XML Financial
Maryland
$1.27M +$4.46K +53 +0.4%
KWM
377
Kingsview Wealth Management
Oregon
$1.26M +$70.6K +839 +6%
NB
378
NBT Bank
New York
$1.26M -$36.6K -435 -3%
FIA
379
Foundations Investment Advisors
Arizona
$1.25M +$692K +8,219 +124%
DA
380
Duality Advisers
Florida
$1.22M -$80.6M -957,846 -99%
NL
381
NWAM LLC
Washington
$1.22M +$481K +5,716 +65%
CIBC World Market
382
CIBC World Market
Ontario, Canada
$1.21M -$79.7K -947 -6%
WS
383
Wedbush Securities
California
$1.18M +$388K +4,611 +49%
FCA
384
FLC Capital Advisors
California
$1.17M +$282K +3,347 +32%
SPIA
385
Steward Partners Investment Advisory
New York
$1.16M +$183K +2,172 +19%
V
386
Veritable
Delaware
$1.16M +$68.9K +818 +6%
EIG
387
Ellenbecker Investment Group
Wisconsin
$1.16M +$100K +1,190 +9%
BWAM
388
Boyd Watterson Asset Management
Ohio
$1.15M +$55.6K +661 +5%
TRCT
389
Tower Research Capital (TRC)
New York
$1.15M +$1.15M +13,656 New
WHG
390
Westwood Holdings Group
Texas
$1.13M -$47.3K -562 -4%
FWP
391
FAS Wealth Partners
Kansas
$1.13M -$198K -2,349 -15%
SFA
392
Sequoia Financial Advisors
Ohio
$1.12M +$598K +7,105 +114%
Mariner
393
Mariner
Kansas
$1.11M -$233K -2,766 -17%
RWM
394
Ritholtz Wealth Management
New York
$1.09M -$108K -1,278 -9%
RCA
395
Ranch Capital Advisors
Florida
$1.08M +$2.78K +33 +0.3%
RFC
396
Regions Financial Corp
Alabama
$1.07M +$63K +748 +6%
PFS
397
Prospera Financial Services
Texas
$1.04M -$153K -1,812 -13%
APC
398
Aspire Private Capital
North Carolina
$1.04M +$1.02M +12,123 +4,392%
DWA
399
Dorsey Wright & Associates
California
$1M +$66.3K +788 +7%
LI
400
LVZ Inc
Michigan
$1M -$1.98M -23,580 -66%

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.