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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
GT
401
Greenleaf Trust
Michigan
$1.42M -$1.7M -23,127 -54%
SIC
402
Sterling Investment Counsel
New York
$1.42M +$762K +10,341 +116%
ERWM
403
Elk River Wealth Management
Colorado
$1.41M -$309K -4,191 -18%
PVH
404
Psagot Value Holdings
Israel
$1.4M +$84.5K +1,146 +6%
JWCA
405
J.W. Cole Advisors
Florida
$1.4M -$205K -2,781 -13%
SC
406
Scotia Capital
Ontario, Canada
$1.39M -$336K -4,560 -19%
NFG
407
Nations Financial Group
Iowa
$1.38M +$41.7K +566 +3%
HA
408
HFG Advisors
Ohio
$1.37M +$1.37M +18,617 New
V
409
Veritable
Delaware
$1.37M +$160K +2,173 +13%
PFS
410
Prospera Financial Services
Texas
$1.37M +$54.4K +738 +4%
JF
411
Jump Financial
Illinois
$1.35M +$1.36M +18,388 New
PWP
412
Perfromance Wealth Partners
Illinois
$1.32M -$182K -2,467 -12%
HCC
413
Hirtle Callaghan & Co
Pennsylvania
$1.32M +$622K +8,431 +89%
CWA
414
Consilium Wealth Advisory
Texas
$1.32M +$1.32M +17,866 New
FD
415
Financial Designs
California
$1.31M +$1.31M +17,833 New
PO
416
Private Ocean
California
$1.31M -$462K -6,263 -26%
FAM
417
Family Asset Management
South Carolina
$1.3M +$1.3M +17,644 New
PVM
418
Palogic Value Management
Texas
$1.29M +$1.29M +17,559 New
SC
419
Sierra Capital
Florida
$1.29M +$817K +11,078 +172%
GWM
420
Geneos Wealth Management
Colorado
$1.28M +$82.6K +1,121 +7%
BTI
421
Blue Trust Inc
Georgia
$1.28M +$476K +6,450 +56%
RCA
422
Ranch Capital Advisors
Florida
$1.27M +$46.6K +632 +4%
CF
423
Copperwynd Financial
Arizona
$1.24M +$1.24M +16,885 New
SWM
424
SeaCrest Wealth Management
New York
$1.24M +$46.7K +634 +4%
Rockefeller Capital Management
425
Rockefeller Capital Management
New York
$1.24M +$187K +2,541 +18%

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.