We are live on ! Find out more
HYG icon

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
CIAS
501
Capital Investment Advisory Services
North Carolina
$427K +$110K +1,368 +35%
LWPC
502
Legacy Wealth Partners (California)
California
$424K +$418K +5,189 New
MAM
503
Meeder Asset Management
Ohio
$423K +$417K +5,176 +258,800%
PWM
504
Perigon Wealth Management
California
$421K -$40.3K -500 -9%
WP
505
WealthShield Partners
North Carolina
$420K +$127K +1,571 +44%
BCP
506
Berkeley Capital Partners
Georgia
$412K +$3.79K +47 +0.9%
SWG
507
Summit Wealth Group
Vermont
$411K -$55.2K -685 -12%
HTC
508
Haverford Trust Company
Pennsylvania
$410K
ASC
509
Atalanta Sosnoff Capital
New York
$408K
CPIG
510
Chicago Partners Investment Group
Illinois
$406K -$5.4K -67 -1%
GA
511
Greytown Advisors
Florida
$402K +$11.7K +145 +3%
CAS
512
Cascadia Advisory Services
Oregon
$399K +$394K +4,884 New
BCV
513
Banque Cantonale Vaudoise
Switzerland
$398K
EIA
514
Eldridge Investment Advisors
New Hampshire
$398K +$18.9K +235 +5%
FFA
515
First Foundation Advisors
California
$398K +$393K +4,880 New
PA
516
PFG Advisors
Arizona
$396K +$53.5K +664 +16%
TPA
517
Trivium Point Advisory
Connecticut
$395K +$148K +1,836 +63%
SW
518
SkyOak Wealth
Michigan
$384K -$24.1K -299 -6%
NAM
519
NTV Asset Management
West Virginia
$384K +$379K +4,700 New
SWA
520
Sutton Wealth Advisors
Florida
$383K +$29.5K +366 +8%
WS
521
Wela Strategies
Georgia
$381K -$6.21K -77 -2%
PPW
522
Parcion Private Wealth
Washington
$379K +$369K +4,579 New
T2I
523
Turim 21 Investimentos
Brazil
$372K -$146K -1,811 -28%
EW
524
Emerson Wealth
Michigan
$369K -$2.5K -31 -0.1%
CAG
525
Csenge Advisory Group
Florida
$366K -$6.3M -78,233 -95%

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.