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iShares iBoxx $ High Yield Corporate Bond ETF

782 hedge funds and large institutions have $23B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 336 increasing their positions, 220 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 220

33% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 78

4% more funds holding in top 10

Funds holding in top 10: 7275 (+3)

2.93% more ownership

Funds ownership: 85.49%88.42% (+2.9%)

3% more funds holding

Funds holding: 762782 (+20)

2% less capital invested

Capital invested by funds: $23.6B → $23B (-$582M)

73% less call options, than puts

Call options by funds: $5.35B | Put options by funds: $20B

Holders
782
Holders Change
+20
Holders Change %
+2.62%
% of All Funds
15.78%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.51%
New
104
Increased
336
Reduced
220
Closed
78
Calls
$5.35B
Puts
$20B
Net Calls
-$14.7B
Net Calls Change
-$3.24B
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
501
Stelac Advisory Services
New York
$499K +$320K +3,801 +177%
KCM
502
Kathmere Capital Management
Pennsylvania
$498K -$17.8K -211 -3%
A
503
AdvicePeriod
California
$498K +$28.3K +336 +6%
RFWA
504
RPg Family Wealth Advisory
Massachusetts
$494K -$11.3K -134 -2%
AIP
505
Ameritas Investment Partners
Nebraska
$486K -$87.7K -1,042 -15%
RFO
506
RiverGlades Family Offices
Florida
$485K +$21K +250 +5%
AFC
507
AFT Forsyth & Company
Florida
$483K +$11.6K +138 +2%
MAM
508
Meeder Asset Management
Ohio
$481K +$46.3K +550 +11%
AIP
509
Almanack Investment Partners
Pennsylvania
$480K +$472K +5,602 New
CPIG
510
Chicago Partners Investment Group
Illinois
$479K +$74.2K +881 +18%
SFWC
511
Strategic Family Wealth Counselors
New Jersey
$476K
HCP
512
Hexagon Capital Partners
Arkansas
$472K +$475K +5,649 New
ML
513
McAdam LLC
Pennsylvania
$470K +$18.4K +219 +4%
WI
514
Wintrust Investments
Illinois
$465K +$16.8K +200 +4%
FFA
515
First Foundation Advisors
California
$455K +$45.5K +540 +11%
FAM
516
Flaharty Asset Management
Florida
$454K -$27.1K -322 -6%
SWG
517
Summit Wealth Group
Vermont
$447K +$24.3K +289 +6%
ProShare Advisors
518
ProShare Advisors
Maryland
$445K -$1.52M -18,094 -77%
TF
519
Trek Financial
Arizona
$445K +$117K +1,386 +35%
GA
520
Greytown Advisors
Florida
$433K +$19.9K +237 +5%
BCP
521
Berkeley Capital Partners
Georgia
$428K +$4.46K +53 +1%
FIB
522
First Interstate Bank
Montana
$428K +$430K +5,104 New
Mercer Global Advisors
523
Mercer Global Advisors
Colorado
$426K -$310K -3,686 -42%
RIA
524
Realta Investment Advisors
Delaware
$425K +$62.5K +743 +17%
WIA
525
World Investment Advisors
California
$421K -$146K -1,729 -26%

HYG Hedge Fund Activity: Q3 2020 in Review

782 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2020, worth a combined $23B — down 2.5% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new HYG positions and 78 closed out — a net gain of 26 holders — while 336 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $1.09B. The largest seller was Barclays, cutting an estimated $1.51B.

  • 782 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2020, up from 762 in Q2 2020.
  • Funds reported $23B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2020, down 2.5% quarter-over-quarter.
  • 104 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2020 and 78 closed out, a net change of +26 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $1.09B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2020 was Barclays, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2020.