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iShares iBoxx $ High Yield Corporate Bond ETF

594 hedge funds and large institutions have $16.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 255 increasing their positions, 188 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 188

19% more capital invested

Capital invested by funds: $13.7B → $16.3B (+$2.6B)

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

1% more funds holding

Funds holding: 590594 (+4)

3% less funds holding in top 10

Funds holding in top 10: 7876 (-2)

79% less call options, than puts

Call options by funds: $2.35B | Put options by funds: $11.2B

169.17% less ownership

Funds ownership: 253.98%84.81% (-169%)

Holders
594
Holders Change
+4
Holders Change %
+0.68%
% of All Funds
14.81%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.89%
New
64
Increased
255
Reduced
188
Closed
56
Calls
$2.35B
Puts
$11.2B
Net Calls
-$8.81B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
426
Advisory Alpha
Michigan
$461K +$154K +1,744 +50%
CTC
427
Central Trust Company
Missouri
$460K -$8.82K -100 -2%
HW
428
Hedeker Wealth
Illinois
$455K +$67.2K +762 +17%
PGCM
429
Prescott Group Capital Management
Oklahoma
$444K
FAM
430
Flaharty Asset Management
Florida
$442K +$441K +4,997 +99,940%
SPIA
431
Steward Partners Investment Advisory
New York
$433K -$11.5K -130 -3%
PAG
432
Pinnacle Advisory Group
Maryland
$432K +$101K +1,150 +31%
BIAS
433
Beacon Investment Advisory Services
New Jersey
$416K +$413K +4,685 New
RW
434
Rand Wealth
Maryland
$411K +$409K +4,631 New
FCAG
435
First Capital Advisors Group
New Jersey
$407K -$742K -8,404 -65%
Capstone Investment Advisors
436
Capstone Investment Advisors
New York
$405K -$560K -6,350 -58%
EWMCB
437
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$397K
SIC
438
Shoker Investment Counsel
Ohio
$393K +$3.35K +38 +0.9%
CPIG
439
Chicago Partners Investment Group
Illinois
$390K +$383K +4,344 +8,688%
TNBTD
440
Trustmark National Bank Trust Department
Mississippi
$385K -$86.5K -980 -18%
DIA
441
Dana Investment Advisors
Wisconsin
$377K +$9.35K +106 +3%
GI
442
Gradient Investments
Minnesota
$376K +$204K +2,314 +120%
Kayne Anderson Rudnick Investment Management
443
Kayne Anderson Rudnick Investment Management
California
$374K +$4.68K +53 +1%
SFG
444
StrategIQ Financial Group
Indiana
$368K -$22.1K -251 -6%
LTI
445
Laffer Tengler Investments
Tennessee
$356K +$6.09K +69 +2%
CA
446
Continuum Advisory
Idaho
$350K +$37.5K +425 +12%
AIP
447
Ameritas Investment Partners
Nebraska
$350K +$87.4K +991 +33%
BS
448
Banco Santander
Spain
$347K -$254K -2,875 -42%
IIA
449
IPG Investment Advisors
California
$343K -$35.3K -400 -9%
FHC
450
First Heartland Consultants
Missouri
$343K -$152K -1,718 -31%

HYG Hedge Fund Activity: Q3 2017 in Review

594 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2017, worth a combined $16.3B — up 19% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HYG positions and 56 closed out — a net gain of 8 holders — while 255 added to existing stakes and 188 trimmed.

The largest buyer was BlackRock, adding an estimated $645M. The largest seller was Strategic Investment Management, cutting an estimated $31.8B.

  • 594 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2017, up from 590 in Q2 2017.
  • Funds reported $16.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 64 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2017 and 56 closed out, a net change of +8 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $645M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2017 was Strategic Investment Management, an estimated $31.8B sold.

Based on aggregated 13F filings for Q3 2017.