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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
PWM
501
Perigon Wealth Management
California
$216K -$1.35M -15,327 -86%
WPA
502
West Paces Advisors
Georgia
$214K
WA
503
WealthTrust-Arizona
Arizona
$210K -$265 -3 -0.1%
BWP
504
Baldwin Wealth Partners
Massachusetts
$209K
MC
505
Moors & Cabot
Massachusetts
$208K
JFGIW
506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K
FM
507
Forward Management
California
$202K +$9.71K +110 +5%
ZB
508
Zions Bancorporation
Utah
$201K
FHA
509
Flagship Harbor Advisors
Massachusetts
$201K +$199K +2,250 New
SFFS
510
Stonehage Fleming Financial Services
Jersey
$176K
RIM
511
Rampart Investment Management
Connecticut
$175K +$2.29K +26 +1%
FDCDDQ
512
Federation des caisses Desjardins du Quebec
Quebec, Canada
$168K -$42.9K -486 -20%
WAP
513
Wealthcare Advisory Partners
Pennsylvania
$163K +$162K +1,840 New
GBT
514
Grove Bank & Trust
Florida
$158K
CAL
515
Capital Advisors Ltd
Ohio
$153K
KBFS
516
Kohmann Bosshard Financial Services
Ohio
$135K +$134K +1,522 New
TRCT
517
Tower Research Capital (TRC)
New York
$124K -$67.7K -767 -35%
AAM
518
Alken Asset Management
United Kingdom
$121K -$4.68K -53 -4%
TFO
519
Tarbox Family Office
California
$113K
IWM
520
IHT Wealth Management
Illinois
$108K -$69.1K -783 -39%
CB
521
Community Bank
New York
$106K
RFWA
522
RPg Family Wealth Advisory
Massachusetts
$101K +$18.5K +210 +23%
PFGIA
523
Patriot Financial Group Insurance Agency
Massachusetts
$95K -$3.97K -45 -4%
CHC
524
City Holding Co
West Virginia
$80K
WTC
525
WhitTier Trust Company
Nevada
$80K

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.