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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
EDRH
501
Edmond de Rothschild Holding
Switzerland
$701K +$180K +2,435 +34%
CWM
502
Chesapeake Wealth Management
Virginia
$700K +$63K +854 +10%
RWI
503
Red Wave Investments
Pennsylvania
$695K -$16.4K -222 -2%
XF
504
XML Financial
Maryland
$687K -$165K -2,237 -19%
PB
505
Pinnacle Bancorp
Nebraska
$687K +$688K +9,328 New
AWM
506
Alterna Wealth Management
Texas
$686K
NFP
507
Narus Financial Partners
Utah
$681K +$291K +3,941 +74%
WT
508
Washington Trust
Rhode Island
$680K +$328K +4,444 +93%
SWM
509
SigFig Wealth Management
California
$680K -$87.3K -1,184 -11%
SAF
510
Smith Anglin Financial
Texas
$677K +$209K +2,838 +45%
TCM
511
Traynor Capital Management
Pennsylvania
$676K -$43.5K -590 -6%
SIA
512
Sovereign Investment Advisors
Arizona
$670K +$4.64K +63 +0.7%
BWA
513
Beam Wealth Advisors
Louisiana
$668K -$1.03M -13,932 -61%
LFAS
514
Level Four Advisory Services
Texas
$658K +$169K +2,296 +35%
RFWA
515
RPg Family Wealth Advisory
Massachusetts
$657K +$108K +1,464 +20%
HSA
516
HBK Sorce Advisory
Pennsylvania
$645K +$76.4K +1,036 +13%
FNBT
517
FineMark National Bank & Trust
Florida
$642K -$166K -2,246 -20%
PA
518
Pinnacle Associates
New York
$609K +$41.9K +569 +7%
BCG
519
Breakwater Capital Group
New Jersey
$608K +$609K +8,255 New
Brown Advisory
520
Brown Advisory
Maryland
$607K +$608K +8,249 New
NCM
521
Noesis Capital Mangement
Florida
$603K
C
522
CEDRUS
Colorado
$599K +$201K +2,733 +51%
DDPIC
523
Deroy & Devereaux Private Investment Counsel
Michigan
$599K
LL
524
LWMG LLC
Minnesota
$594K +$595K +8,067 New
Pacer Advisors
525
Pacer Advisors
Pennsylvania
$594K

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.