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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
SP
451
SWS Partners
Ohio
$1.06M +$146K +1,842 +16%
WDC
452
Woodward Diversified Capital
California
$1.05M -$46K -579 -4%
TC
453
Trilogy Capital
California
$1.04M +$48.4K +610 +5%
TCM
454
TT Capital Management
California
$1.04M -$12.7K -160 -1%
OL
455
Owen LaRue
Kentucky
$1.04M +$30.2K +380 +3%
DWP
456
Daymark Wealth Partners
Ohio
$1.03M +$349K +4,393 +51%
AWM
457
Ariadne Wealth Management
California
$1.02M
NG
458
Norden Group
Utah
$1.01M +$121K +1,521 +13%
MAWA
459
Moss Adams Wealth Advisors
Washington
$999K +$137K +1,730 +16%
GS
460
GWN Securities
Florida
$993K +$668K +8,413 +202%
PBF
461
Petix & Botte Financial
California
$989K +$2.54K +32 +0.3%
GSEP
462
Golden State Equity Partners
California
$972K -$624K -7,860 -39%
AGA
463
Arkos Global Advisors
Texas
$968K +$7.7K +97 +0.8%
CAPTRUST Financial Advisors
464
CAPTRUST Financial Advisors
North Carolina
$961K +$6.11K +77 +0.6%
KWA
465
Kingswood Wealth Advisors
California
$961K +$437K +5,502 +82%
NAAA
466
New Age Alpha Advisors
New York
$960K -$4.76M -59,947 -83%
CPIG
467
Chicago Partners Investment Group
Illinois
$957K +$45.6K +575 +5%
AWM
468
AE Wealth Management
Kansas
$956K +$551K +6,940 +134%
PWM
469
Prosperity Wealth Management
California
$954K -$6.59K -83 -0.7%
SCA
470
Snowden Capital Advisors
New York
$942K -$10.2K -129 -1%
ACP
471
Argyle Capital Partners
California
$936K +$1.91K +24 +0.2%
RFO
472
RiverGlades Family Offices
Florida
$933K
IFG
473
Independent Financial Group
California
$930K +$151K +1,906 +19%
AWM
474
Apollon Wealth Management
South Carolina
$924K -$415K -5,233 -31%
RDWM
475
Red Door Wealth Management
Tennessee
$918K +$923K +11,633 New

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.