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iShares iBoxx $ High Yield Corporate Bond ETF

896 hedge funds and large institutions have $19B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 300 increasing their positions, 274 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 89

37% more capital invested

Capital invested by funds: $13.9B → $19B (+$5.08B)

20% more funds holding in top 10

Funds holding in top 10: 6578 (+13)

15% more funds holding

Funds holding: 782896 (+114)

9% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 274

6.62% less ownership

Funds ownership: 120.4%113.78% (-6.6%)

62% less call options, than puts

Call options by funds: $7.06B | Put options by funds: $18.7B

Holders
896
Holders Change
+114
Holders Change %
+14.58%
% of All Funds
14.4%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.25%
New
214
Increased
300
Reduced
274
Closed
89
Calls
$7.06B
Puts
$18.7B
Net Calls
-$11.7B
Net Calls Change
+$4.77B
Name Holding Trade Value Shares
Change
Change in
Stake
FH
476
FWG Holdings
Florida
$857K +$264K +3,582 +44%
Creative Planning
477
Creative Planning
Kansas
$852K -$198K -2,687 -19%
PCA
478
Personal Capital Advisors
California
$840K +$206K +2,799 +33%
BTWM
479
Baker Tilly Wealth Management
Wisconsin
$835K +$836K +11,344 New
MWM
480
MorganRosel Wealth Management
Colorado
$828K +$202K +2,743 +32%
APWA
481
Atlas Private Wealth Advisors
New Jersey
$827K +$60.2K +817 +8%
BCM
482
Brookstone Capital Management
Illinois
$817K -$26.2K -356 -3%
SA
483
Shilanski & Associates
Alaska
$814K +$815K +11,054 New
Natixis Advisors
484
Natixis Advisors
Massachusetts
$812K +$813K +11,031 New
FNBOO
485
First National Bank of Omaha
Nebraska
$807K +$808K +10,960 New
AFA
486
American Financial Advisors
Georgia
$792K -$186K -2,524 -19%
First Trust Advisors
487
First Trust Advisors
Illinois
$787K -$439K -5,952 -36%
RFO
488
RiverGlades Family Offices
Florida
$774K +$775K +10,509 New
BCI
489
Brinker Capital Investments
Pennsylvania
$772K -$5.9K -80 -0.8%
RWIA
490
Roger Wittlin Investment Advisory
California
$754K +$755K +10,244 New
FFBTD
491
First Financial Bank - Trust Division
Ohio
$754K +$755K +10,237 New
CB
492
Commerce Bank
Missouri
$748K +$33.7K +457 +5%
ICM
493
Islay Capital Management
Texas
$740K -$12.9K -175 -2%
AFG
494
Alterity Financial Group
Maine
$736K
CWM
495
Congress Wealth Management
Massachusetts
$736K -$362K -4,912 -33%
TWM
496
Tolleson Wealth Management
Texas
$731K +$235K +3,188 +47%
GAA
497
Global Assets Advisory
Florida
$727K +$58.7K +796 +9%
ONB
498
Old National Bancorp
Indiana
$721K -$68.6K -931 -9%
TWP
499
Tempus Wealth Planning
California
$715K +$716K +9,711 New
BCM
500
Barden Capital Management
Texas
$706K +$25.4K +345 +4%

HYG Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2022, worth a combined $19B — up 37% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new HYG positions and 89 closed out — a net gain of 125 holders — while 300 added to existing stakes and 274 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $2.29B. The largest seller was Goldman Sachs, cutting an estimated $1.18B.

  • 896 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2022, up from 782 in Q3 2022.
  • Funds reported $19B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2022, up 37% quarter-over-quarter.
  • 214 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2022 and 89 closed out, a net change of +125 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2022 was Clark Capital Management Group, an estimated $2.29B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2022 was Goldman Sachs, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2022.