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iShares iBoxx $ High Yield Corporate Bond ETF

796 hedge funds and large institutions have $19.9B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 307 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 47

45% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 211

20% more funds holding

Funds holding: 665796 (+131)

16% more funds holding in top 10

Funds holding in top 10: 6474 (+10)

12% more capital invested

Capital invested by funds: $17.7B → $19.9B (+$2.2B)

3.8% more ownership

Funds ownership: 101.48%105.28% (+3.8%)

74% less call options, than puts

Call options by funds: $3.95B | Put options by funds: $15.1B

Holders
796
Holders Change
+131
Holders Change %
+19.7%
% of All Funds
15.68%
Holding in Top 10
74
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.63%
% of All Funds
1.46%
New
189
Increased
307
Reduced
211
Closed
47
Calls
$3.95B
Puts
$15.1B
Net Calls
-$11.1B
Net Calls Change
+$3.67B
Name Holding Trade Value Shares
Change
Change in
Stake
CA
476
Commerzbank Aktiengesellschaft
Germany
$645K -$348K -4,000 -35%
UIA
477
UBP Investment Advisors
Switzerland
$640K
AWM
478
Avitas Wealth Management
California
$638K -$48.5K -557 -7%
PMAM
479
Picton Mahoney Asset Management
Ontario, Canada
$630K +$623K +7,160 New
WP
480
WealthSource Partners
California
$627K -$196K -2,247 -24%
CRC
481
Curi RMB Capital
Illinois
$625K
MWM
482
Mattern Wealth Management
Kansas
$611K +$605K +6,947 New
AAS
483
Annex Advisory Services
Wisconsin
$603K +$597K +6,860 New
SAM
484
Strategy Asset Managers
California
$602K +$596K +6,846 New
WP
485
WealthShield Partners
North Carolina
$601K +$139K +1,597 +30%
CAM
486
Cidel Asset Management
Ontario, Canada
$592K -$640K -7,360 Closed
MAFM
487
Mid Atlantic Financial Management
Pennsylvania
$592K -$199K -2,284 -25%
LNC
488
Lincoln National Corp
Pennsylvania
$591K +$81.5K +937 +16%
JIR
489
James Investment Research
Ohio
$589K
FHC
490
First Heartland Consultants
Missouri
$586K -$367K -4,213 -39%
CAL
491
Capital Analysts LLC
Pennsylvania
$581K +$5.66K +65 +1%
NFP
492
Narus Financial Partners
Utah
$579K +$122K +1,403 +27%
DADC
493
D.A. Davidson & Co
Montana
$579K -$11.7K -134 -2%
MA
494
Mutual Advisors
Nebraska
$579K +$106K +1,214 +23%
BCV
495
Banque Cantonale Vaudoise
Switzerland
$570K +$564K +6,486 New
MCM
496
Mainstay Capital Management
Michigan
$567K +$226K +2,593 +67%
LPIC
497
LeJeune Puetz Investment Counsel
Michigan
$558K -$3.05K -35 -0.5%
BAM
498
Belpointe Asset Management
Nevada
$555K +$286K +3,288 +109%
WCWM
499
Wooster Corthell Wealth Management
Connecticut
$547K
MAM
500
Meeder Asset Management
Ohio
$542K -$6.07M -69,745 -92%

HYG Hedge Fund Activity: Q4 2019 in Review

796 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2019, worth a combined $19.9B — up 12% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new HYG positions and 47 closed out — a net gain of 142 holders — while 307 added to existing stakes and 211 trimmed.

The largest buyer was King Street Capital Management, opening a new position worth an estimated $653M. The largest seller was BlackRock, cutting an estimated $577M.

  • 796 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2019, up from 665 in Q3 2019.
  • Funds reported $19.9B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 189 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2019 and 47 closed out, a net change of +142 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2019 was King Street Capital Management, an estimated $653M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2019 was BlackRock, an estimated $577M sold.

Based on aggregated 13F filings for Q4 2019.