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iShares iBoxx $ High Yield Corporate Bond ETF

929 hedge funds and large institutions have $19.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 362 increasing their positions, 334 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.99% more ownership

Funds ownership: 119.74%128.74% (+9%)

8% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 334

1% more capital invested

Capital invested by funds: $19.4B → $19.5B (+$114M)

5% less funds holding

Funds holding: 983929 (-54)

10% less funds holding in top 10

Funds holding in top 10: 6357 (-6)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

78% less call options, than puts

Call options by funds: $8.4B | Put options by funds: $38.6B

Holders
929
Holders Change
-54
Holders Change %
-5.49%
% of All Funds
12.45%
Holding in Top 10
57
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.52%
% of All Funds
0.76%
New
72
Increased
362
Reduced
334
Closed
104
Calls
$8.4B
Puts
$38.6B
Net Calls
-$30.2B
Net Calls Change
-$14.9B
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
426
Objective Capital Management
Ohio
$1.19M -$238 -3 -0%
PIA
427
Perennial Investment Advisors
California
$1.18M +$373K +4,694 +46%
FCI
428
Financial Counselors Inc
Kansas
$1.18M -$17K -214 -1%
Invesco
429
Invesco
Georgia
$1.18M -$235K -2,957 -17%
SWP
430
ShoreHaven Wealth Partners
New Jersey
$1.16M +$147K +1,849 +14%
GIA
431
Gladstone Institutional Advisory
Florida
$1.14M +$3.02K +38 +0.3%
LA
432
Lifeworks Advisors
Michigan
$1.13M +$558K +7,033 +97%
PCM
433
Prelude Capital Management
New York
$1.13M +$1.13M +14,263 New
JPLA
434
Joseph P. Lucia & Associates
New York
$1.12M -$5.95K -75 -0.5%
FAIM
435
Financial Advocates Investment Management
Washington
$1.12M -$7.38K -93 -0.6%
AAS
436
Ameritas Advisory Services
Nebraska
$1.12M -$474K -5,974 -30%
SWP
437
Summit Wealth Partners
Florida
$1.12M -$82.9K -1,044 -7%
N
438
Natixis
France
$1.11M -$1.79M -22,547 -61%
PWPS
439
Pinnacle Wealth Planning Services
Ohio
$1.11M +$194K +2,441 +21%
RWPA
440
Richard W. Paul & Associates
Michigan
$1.1M +$198K +2,489 +22%
VA
441
VestGen Advisors
Illinois
$1.09M +$1.1M +13,862 New
FPGK
442
Financial Partners Group (Kansas)
Kansas
$1.09M +$47.3K +596 +5%
AIM
443
Advyzon Investment Management
Illinois
$1.09M +$529K +6,661 +93%
Luther King Capital Management (LKCM)
444
Luther King Capital Management (LKCM)
Texas
$1.09M
RWA
445
Redmont Wealth Advisors
Illinois
$1.09M
LWM
446
Lionshead Wealth Management
New York
$1.08M -$3.7M -46,590 -77%
FIB
447
First Interstate Bank
Montana
$1.07M
NFP
448
Narus Financial Partners
Utah
$1.07M -$51.5K -649 -5%
TCM
449
Telos Capital Management
California
$1.06M +$32.3K +407 +3%
MFIM
450
Mesirow Financial Investment Management
Illinois
$1.06M

HYG Hedge Fund Activity: Q1 2025 in Review

929 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2025, worth a combined $19.5B — up 0.59% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HYG and 72 opened new positions — a net loss of 32 holders — while 334 trimmed existing stakes and 362 added.

The largest buyer was Morgan Stanley, adding an estimated $859M. The largest seller was Jefferies Financial Group, cutting an estimated $158M.

  • 929 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2025, down from 983 in Q4 2024.
  • Funds reported $19.5B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2025, up 0.59% quarter-over-quarter.
  • 72 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2025 and 104 closed out, a net change of -32 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2025 was Morgan Stanley, an estimated $859M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2025 was Jefferies Financial Group, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2025.