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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
MOS
401
MGO One Seven
Ohio
$1M +$144K +1,706 +17%
MLIC
402
Mandatum Life Insurance Company
Finland
$998K +$127K +1,504 +14%
CCFM
403
Clear Creek Financial Management
Washington
$996K +$999K +11,864 New
AFAS
404
Acorn Financial Advisory Services
Virginia
$993K -$673 -8 -0.1%
FEM
405
Fulcrum Equity Management
Texas
$989K -$1.3M -15,468 -57%
WSTAM
406
Wilbanks Smith & Thomas Asset Management
Virginia
$983K -$5.08M -60,368 -84%
SI
407
Stephens Inc
Arkansas
$982K +$122K +1,446 +14%
MWM
408
MorganRosel Wealth Management
Colorado
$981K -$6.57K -78 -0.7%
VAS
409
Vestmark Advisory Solutions
Massachusetts
$968K +$374K +4,439 +63%
W
410
WealthOne
New York
$962K +$608K +7,219 +170%
EGWAG
411
Elwood & Goetz Wealth Advisory Group
Georgia
$956K +$161K +1,913 +20%
LFAS
412
Level Four Advisory Services
Texas
$955K -$567K -6,740 -37%
HCM
413
Hilton Capital Management
New York
$954K +$333K +3,961 +53%
TC
414
Tatro Capital
Kentucky
$949K +$952K +11,311 New
PCA
415
Providence Capital Advisors
North Carolina
$948K +$30.3K +360 +3%
BCI
416
Brinker Capital Investments
Pennsylvania
$932K +$935K +11,109 New
GCAC
417
Guardian Capital Advisors (Canada)
Ontario, Canada
$927K +$9.26K +110 +1%
CP
418
Cumberland Partners
Ontario, Canada
$923K -$84.2K -1,000 -8%
PA
419
Pinnacle Associates
New York
$921K -$36.8K -437 -4%
AL
420
Aspiriant LLC
California
$902K +$62.8K +746 +7%
AAMC
421
Asset Allocation & Management Company
Illinois
$899K +$901K +10,710 New
SWM
422
SigFig Wealth Management
California
$897K +$113K +1,340 +14%
PIMG
423
Patriot Investment Management Group
Tennessee
$893K +$27.1K +322 +3%
NCM
424
Noesis Capital Mangement
Florida
$882K -$14.3K -170 -2%
WT
425
Whittier Trust
California
$880K +$505 +6 +0.1%

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.