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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
WT
401
Washington Trust
Rhode Island
$742K -$95.5K -1,125 -12%
OIA
402
Optimum Investment Advisors
Illinois
$737K -$4.47M -52,686 -86%
American Century Companies
403
American Century Companies
Missouri
$735K
SC
404
Stratford Consulting
Texas
$733K +$5.26K +62 +0.7%
HTC
405
Haverford Trust Company
Pennsylvania
$729K
CAM
406
Cresset Asset Management
Illinois
$722K +$634K +7,465 +844%
CFIA
407
Cantor Fitzgerald Investment Advisors
New York
$713K -$12.1K -142 -2%
F
408
F3Logic
Minnesota
$711K -$59.1K -696 -8%
WAM
409
Wealthspire Advisors (Maryland)
Maryland
$702K -$44K -518 -6%
SBIA
410
Sheaff Brock Investment Advisors
Indiana
$698K
IA
411
IFP Advisors
Florida
$695K -$3.14M -36,954 -82%
GSWM
412
Golden State Wealth Management
California
$695K +$682K +8,032 New
AAS
413
Avantax Advisory Services
Texas
$692K +$99.1K +1,167 +17%
CP
414
Covenant Partners
Tennessee
$688K -$5.52M -64,987 -89%
SAS
415
Stelac Advisory Services
New York
$688K
EIG
416
Ellenbecker Investment Group
Wisconsin
$685K +$8.07K +95 +1%
LFAS
417
Level Four Advisory Services
Texas
$682K +$208K +2,451 +45%
FCIM
418
Fairview Capital Investment Management
California
$673K -$464K -5,459 -41%
BOTW
419
Bank of the West
California
$667K -$2.29K -27 -0.3%
DC
420
Davenport & Co
Virginia
$663K -$5.94K -70 -0.9%
RIA
421
Realta Investment Advisors
Delaware
$662K +$651K +7,662 New
AWM
422
Avitas Wealth Management
California
$657K +$4.67K +55 +0.7%
ACP
423
Aveo Capital Partners
Colorado
$649K +$45.3K +533 +8%
CA
424
Clearstead Advisors
Ohio
$644K -$62.4K -735 -9%
CAM
425
Cidel Asset Management
Ontario, Canada
$638K +$629K +7,412 New

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.