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iShares iBoxx $ High Yield Corporate Bond ETF

762 hedge funds and large institutions have $23.6B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 296 increasing their positions, 214 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 103

38% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 214

36% more capital invested

Capital invested by funds: $17.3B → $23.6B (+$6.29B)

6% more funds holding

Funds holding: 716762 (+46)

6% less funds holding in top 10

Funds holding in top 10: 7772 (-5)

27.19% less ownership

Funds ownership: 112.68%85.49% (-27%)

70% less call options, than puts

Call options by funds: $4.97B | Put options by funds: $16.4B

Holders
762
Holders Change
+46
Holders Change %
+6.42%
% of All Funds
15.62%
Holding in Top 10
72
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.49%
% of All Funds
1.48%
New
156
Increased
296
Reduced
214
Closed
103
Calls
$4.97B
Puts
$16.4B
Net Calls
-$11.4B
Net Calls Change
+$3.44B
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
476
Sequoia Financial Advisors
Ohio
$510K +$503K +6,243 New
BOTW
477
Bank of the West
California
$509K -$1.13K -14 -0.2%
LPIC
478
LeJeune Puetz Investment Counsel
Michigan
$507K -$11.3K -140 -2%
Fiera Capital (Canada)
479
Fiera Capital (Canada)
Quebec, Canada
$504K +$3.46K +43 +0.7%
GG
480
Gofen & Glossberg
Illinois
$503K -$577K -7,165 -54%
KCM
481
Kathmere Capital Management
Pennsylvania
$502K +$495K +6,146 New
OCM
482
One Capital Management
California
$495K +$188K +2,335 +63%
RFWA
483
RPg Family Wealth Advisory
Massachusetts
$491K
NEAM
484
New England Asset Management
Connecticut
$490K
SAM
485
Strategy Asset Managers
California
$489K +$482K +5,982 New
DC
486
Davenport & Co
Virginia
$484K +$9.59K +119 +2%
EWF
487
Epstein & White Financial
California
$481K -$35.6K -442 -7%
PHS
488
Pekin Hardy Strauss
Illinois
$475K +$469K +5,825 New
FAM
489
Flaharty Asset Management
Florida
$468K -$314K -3,900 -40%
HIM
490
Hanlon Investment Management
New Jersey
$464K +$458K +5,689 New
SFWC
491
Strategic Family Wealth Counselors
New Jersey
$463K
AFC
492
AFT Forsyth & Company
Florida
$458K +$31.9K +396 +8%
A
493
AdvicePeriod
California
$457K -$144K -1,793 -24%
ACM
494
AlphaStar Capital Management
North Carolina
$453K -$1.17M -14,529 -73%
RFO
495
RiverGlades Family Offices
Florida
$452K -$786K -9,754 -64%
HWMG
496
Hurlow Wealth Management Group
Indiana
$448K +$34.7K +430 +9%
Rockefeller Capital Management
497
Rockefeller Capital Management
New York
$447K -$16.1K -200 -4%
EWA
498
EP Wealth Advisors
California
$444K -$475K -5,890 Closed
ML
499
McAdam LLC
Pennsylvania
$439K +$433K +5,378 New
WI
500
Wintrust Investments
Illinois
$436K +$431K +5,346 New

HYG Hedge Fund Activity: Q2 2020 in Review

762 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q2 2020, worth a combined $23.6B — up 36% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new HYG positions and 103 closed out — a net gain of 53 holders — while 296 added to existing stakes and 214 trimmed.

The largest buyer was BlackRock, adding an estimated $1.06B. The largest seller was State of Wisconsin Investment Board, cutting an estimated $649M.

  • 762 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q2 2020, up from 716 in Q1 2020.
  • Funds reported $23.6B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q2 2020, up 36% quarter-over-quarter.
  • 156 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q2 2020 and 103 closed out, a net change of +53 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q2 2020 was BlackRock, an estimated $1.06B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q2 2020 was State of Wisconsin Investment Board, an estimated $649M sold.

Based on aggregated 13F filings for Q2 2020.