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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
GFPC
26
Global Financial Private Capital
Florida
$167M +$16.5M +187,228 +11%
WIM
27
Windhaven Investment Management
Massachusetts
$158M -$4.09M -46,354 -3%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$148M +$66.9M +758,577 +84%
TC
29
Toews Corporation
New Jersey
$139M +$95M +1,076,726 +222%
FI
30
FormulaFolio Investments
Michigan
$138M +$9.5M +107,713 +7%
Nomura Holdings
31
Nomura Holdings
Japan
$135M +$132M +1,491,124 +5,650%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$133M +$13.9M +158,000 +12%
Stifel Financial
33
Stifel Financial
Missouri
$130M +$5.42M +61,383 +4%
SIM
34
Scottrade Investment Management
Missouri
$128M +$11.6M +131,700 +10%
JP Morgan Chase
35
JP Morgan Chase
New York
$112M +$87.8M +994,631 +376%
Rafferty Asset Management
36
Rafferty Asset Management
New York
$110M -$152K -1,728 -0.1%
WI
37
WBI Investments
New Jersey
$109M -$1.54M -17,449 -1%
FA
38
FDx Advisors
Illinois
$106M +$6.12M +69,379 +6%
USAA
39
United Services Automobile Association
Texas
$103M -$239M -2,709,763 -70%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$102M +$4.26M +48,301 +4%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$101M +$81.4M +922,617 +422%
AB
42
Aozora Bank
Japan
$101M
AP
43
AHL Partners
United Kingdom
$97.7M +$10.3M +116,866 +12%
LPL Financial
44
LPL Financial
California
$96.2M -$10.2M -115,192 -10%
QIM
45
Quantitative Investment Management
Virginia
$93.9M +$93.3M +1,057,800 New
AG
46
Advisor Group
Arizona
$78.6M +$9.4M +106,498 +14%
US Bancorp
47
US Bancorp
Minnesota
$75.6M -$3.6M -40,814 -5%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$73.2M +$5.51M +62,491 +8%
KC
49
Kepos Capital
New York
$71M +$18.1M +204,900 +34%
CS
50
Credit Suisse
Switzerland
$60.3M +$4.21M +47,670 +8%

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.