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iShares iBoxx $ High Yield Corporate Bond ETF

892 hedge funds and large institutions have $19.4B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 337 increasing their positions, 313 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

16.64% more ownership

Funds ownership: 102.96%119.6% (+17%)

14% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 86

12% more capital invested

Capital invested by funds: $17.3B → $19.4B (+$2.09B)

8% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 313

0% less funds holding

Funds holding: 893892 (-1)

10% less funds holding in top 10

Funds holding in top 10: 6760 (-7)

69% less call options, than puts

Call options by funds: $7.84B | Put options by funds: $25.3B

Holders
892
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.81%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
0.86%
New
98
Increased
337
Reduced
313
Closed
86
Calls
$7.84B
Puts
$25.3B
Net Calls
-$17.4B
Net Calls Change
-$5.41B
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
401
Stratos Wealth Partners
Ohio
$1.31M -$3.21M -40,802 -71%
NG
402
Norden Group
Utah
$1.3M -$7.32K -93 -0.6%
SWP
403
Summit Wealth Partners
Florida
$1.28M -$297K -3,781 -19%
DADC
404
D.A. Davidson & Co
Montana
$1.28M +$388K +4,927 +45%
Luther King Capital Management (LKCM)
405
Luther King Capital Management (LKCM)
Texas
$1.27M
RWA
406
Redhawk Wealth Advisors
Minnesota
$1.27M -$329K -4,179 -21%
SSW
407
Stone Summit Wealth
Florida
$1.27M -$109K -1,385 -8%
HW
408
Hancock Whitney
Mississippi
$1.27M +$85.5K +1,087 +7%
SC
409
Sierra Capital
Florida
$1.26M -$603K -7,661 -33%
AWA
410
Arkadios Wealth Advisors
Georgia
$1.26M +$104K +1,326 +9%
CCFM
411
Clear Creek Financial Management
Washington
$1.25M +$250K +3,183 +26%
SW
412
Simplicity Wealth
New Jersey
$1.25M -$17.5K -223 -1%
CA
413
Continuum Advisory
Idaho
$1.24M +$104K +1,319 +9%
OL
414
Owen LaRue
Kentucky
$1.24M +$109K +1,381 +10%
WT
415
Whittier Trust
California
$1.24M -$32.8K -417 -3%
FEM
416
Fulcrum Equity Management
Texas
$1.23M +$46.2K +587 +4%
PBF
417
Petix & Botte Financial
California
$1.22M +$56.3K +716 +5%
FCI
418
Financial Counselors Inc
Kansas
$1.21M -$329K -4,181 -22%
NA
419
NewEdge Advisors
Louisiana
$1.2M +$162K +2,053 +16%
FA
420
Flagstar Advisors
New York
$1.18M +$14.9K +189 +1%
P
421
&Partners
Tennessee
$1.17M +$841K +10,687 +272%
BAM
422
BTS Asset Management
Massachusetts
$1.17M -$697K -8,857 -38%
SC
423
Scotia Capital
Ontario, Canada
$1.16M +$313K +3,976 +38%
JPLA
424
Joseph P. Lucia & Associates
New York
$1.16M +$454K +5,777 +66%
HWMC
425
Heritage Wealth Management (California)
California
$1.16M +$865 +11 +0.1%

HYG Hedge Fund Activity: Q3 2024 in Review

892 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2024, worth a combined $19.4B — up 12% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HYG positions and 86 closed out — a net gain of 12 holders — while 337 added to existing stakes and 313 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $420M. The largest seller was Jane Street, cutting an estimated $872M.

  • 892 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2024, down from 893 in Q2 2024.
  • Funds reported $19.4B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 98 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2024 and 86 closed out, a net change of +12 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $420M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2024 was Jane Street, an estimated $872M sold.

Based on aggregated 13F filings for Q3 2024.