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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
NIC
426
Northwest Investment Counselors
Oregon
$873K -$67.3K -799 -7%
PAG
427
Pinnacle Advisory Group
Maryland
$872K -$40.1K -477 -4%
PFA
428
Pinnacle Family Advisors
Missouri
$850K +$627K +7,455 +279%
HSA
429
HBK Sorce Advisory
Pennsylvania
$836K +$22.6K +268 +3%
GRP
430
Global Retirement Partners
California
$833K +$38.3K +455 +5%
UB
431
UMB Bank
Missouri
$832K
GTAM
432
Global Trust Asset Management
Florida
$831K +$2.78K +33 +0.3%
SCG
433
Sonata Capital Group
Washington
$830K
SWM
434
Sanctuary Wealth Management
Idaho
$829K -$130K -1,547 -14%
MAFM
435
Mid Atlantic Financial Management
Pennsylvania
$827K +$164K +1,951 +25%
Baird Financial Group
436
Baird Financial Group
Wisconsin
$827K +$179K +2,122 +27%
CA
437
Cetera Advisors
Colorado
$824K +$65.4K +777 +9%
PFG
438
Piershale Financial Group
Illinois
$813K +$815K +9,687 New
PIA
439
Pinion Investment Advisors
Kansas
$802K
HCC
440
Hirtle Callaghan & Co
Pennsylvania
$799K
Squarepoint
441
Squarepoint
New York
$798K +$801K +9,517 New
NEAM
442
New England Asset Management
Connecticut
$797K +$295K +3,500 +58%
CP
443
Covenant Partners
Tennessee
$784K +$787K +9,347 New
CCG
444
Cypress Capital Group
Florida
$768K +$51.8K +615 +7%
MG
445
Mather Group
Illinois
$754K -$835K -9,917 -52%
Charles Schwab
446
Charles Schwab
California
$737K -$26.5K -315 -3%
FA
447
Faithward Advisors
Pennsylvania
$736K -$144K -1,707 -16%
SIA
448
Sovereign Investment Advisors
Arizona
$734K -$245K -2,912 -25%
APWA
449
Atlas Private Wealth Advisors
New Jersey
$733K +$1.77K +21 +0.2%
FNBT
450
FineMark National Bank & Trust
Florida
$729K -$1.43K -17 -0.2%

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.