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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
BCM
451
BlueCrest Capital Management
Jersey
$337K +$335K +3,800 New
MFBTD
452
MB Financial Bank - Trust Department
Illinois
$336K
SAS
453
Sage Advisory Services
Texas
$331K -$38.2K -433 -10%
HSA
454
HBK Sorce Advisory
Pennsylvania
$331K +$15K +170 +5%
IP
455
Intellectus Partners
California
$330K +$68.3K +774 +26%
HIS
456
Horizon Investment Services
Indiana
$327K
KM
457
Kalos Management
Georgia
$325K +$8.91K +101 +3%
ATC
458
Argent Trust Co
Tennessee
$316K -$55.1K -624 -15%
NFP
459
Narus Financial Partners
Utah
$311K
DADC
460
D.A. Davidson & Co
Montana
$302K +$176 +2 +0.1%
SMC
461
Smith, Moore & Co
Missouri
$302K +$36.4K +412 +14%
NA
462
NewEdge Advisors
Louisiana
$300K +$179K +2,028 +149%
Lido Advisors
463
Lido Advisors
California
$299K +$8.03K +91 +3%
PP
464
Palladium Partners
Virginia
$292K -$225K -2,548 -44%
KFA
465
Kays Financial Advisory
Georgia
$292K +$4.85K +55 +2%
OIA
466
OneDigital Investment Advisors
Kansas
$287K -$183K -2,076 -39%
FCMT
467
Founders Capital Management (Texas)
Texas
$282K +$3.18K +36 +1%
RE
468
RBC Europe
United Kingdom
$281K +$280K +3,170 New
BO
469
Bach Option
Hong Kong
$280K -$214K -2,426 -43%
NL
470
NWAM LLC
Washington
$280K
CLOS
471
Compagnie Lombard Odier SCmA
Switzerland
$275K -$8.82K -100 -3%
JCM
472
Jag Capital Management
Missouri
$275K
FMW
473
Farr Miller & Washington
District of Columbia
$275K +$7.85K +89 +3%
MWM
474
Mission Wealth Management
California
$275K +$54.6K +619 +25%
Truist Financial
475
Truist Financial
North Carolina
$274K +$272K +3,088 New

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.