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iShares iBoxx $ High Yield Corporate Bond ETF

896 hedge funds and large institutions have $19B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 300 increasing their positions, 274 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 89

37% more capital invested

Capital invested by funds: $13.9B → $19B (+$5.08B)

20% more funds holding in top 10

Funds holding in top 10: 6578 (+13)

15% more funds holding

Funds holding: 782896 (+114)

9% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 274

6.62% less ownership

Funds ownership: 120.4%113.78% (-6.6%)

62% less call options, than puts

Call options by funds: $7.06B | Put options by funds: $18.7B

Holders
896
Holders Change
+114
Holders Change %
+14.58%
% of All Funds
14.4%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.25%
New
214
Increased
300
Reduced
274
Closed
89
Calls
$7.06B
Puts
$18.7B
Net Calls
-$11.7B
Net Calls Change
+$4.77B
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
376
Integrated Advisors Network
Texas
$1.59M +$748K +10,147 +88%
RVPG
377
Relative Value Partners Group
$1.59M +$768K +10,415 +93%
SF
378
Synovus Financial
Georgia
$1.58M +$902K +12,237 +133%
PG
379
Prostatis Group
Maryland
$1.57M -$53.8K -730 -3%
BA
380
Bridgewater Associates
Connecticut
$1.56M
PWM
381
Prosperity Wealth Management
California
$1.56M +$1.56M +21,140 New
BHWM
382
Bar Harbor Wealth Management
New Hampshire
$1.55M +$47.8K +648 +3%
AIA
383
Arrow Investment Advisors
Maryland
$1.52M +$1.53M +20,692 New
SCA
384
Snowden Capital Advisors
New York
$1.51M -$111K -1,507 -7%
MAWA
385
Moss Adams Wealth Advisors
Washington
$1.49M +$1.5M +20,300 New
Allspring Global Investments
386
Allspring Global Investments
North Carolina
$1.49M +$3.61K +49 +0.2%
FPAS
387
Focus Partners Advisor Solutions
Missouri
$1.49M +$27.5K +373 +2%
LFP
388
Leeward Financial Partners
Washington
$1.48M +$189K +2,562 +15%
FIB
389
First Interstate Bank
Montana
$1.48M +$711K +9,639 +93%
WPW
390
Watershed Private Wealth
Illinois
$1.47M +$1.48M +20,027 New
N
391
Natixis
France
$1.47M +$1.47M +19,901 New
CIBC World Market
392
CIBC World Market
Ontario, Canada
$1.46M -$10.7K -145 -0.7%
CIA
393
Capital Investment Advisors
Georgia
$1.46M +$38K +515 +3%
SFG
394
Summit Financial Group
West Virginia
$1.46M +$20.3K +275 +1%
CMF
395
Counterpoint Mutual Funds
California
$1.46M +$1.46M +19,767 New
BAM
396
Belpointe Asset Management
Nevada
$1.45M +$26.8K +364 +2%
CAPTRUST Financial Advisors
397
CAPTRUST Financial Advisors
North Carolina
$1.45M -$157K -2,131 -10%
TWC
398
TD Waterhouse Canada
Ontario, Canada
$1.45M +$460K +6,243 +48%
William Blair & Company
399
William Blair & Company
Illinois
$1.44M +$401K +5,436 +38%
GIA
400
Gladstone Institutional Advisory
Florida
$1.44M -$553K -7,495 -28%

HYG Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2022, worth a combined $19B — up 37% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new HYG positions and 89 closed out — a net gain of 125 holders — while 300 added to existing stakes and 274 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $2.29B. The largest seller was Goldman Sachs, cutting an estimated $1.18B.

  • 896 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2022, up from 782 in Q3 2022.
  • Funds reported $19B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2022, up 37% quarter-over-quarter.
  • 214 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2022 and 89 closed out, a net change of +125 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2022 was Clark Capital Management Group, an estimated $2.29B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2022 was Goldman Sachs, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2022.