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iShares iBoxx $ High Yield Corporate Bond ETF

982 hedge funds and large institutions have $19.4B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 356 increasing their positions, 314 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 63

13% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 314

10% more funds holding

Funds holding: 892982 (+90)

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

0% more capital invested

Capital invested by funds: $19.4B → $19.4B (+$47M)

0.14% more ownership

Funds ownership: 119.6%119.74% (+0.14%)

67% less call options, than puts

Call options by funds: $7.42B | Put options by funds: $22.7B

Holders
982
Holders Change
+90
Holders Change %
+10.09%
% of All Funds
12.93%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.83%
New
171
Increased
356
Reduced
314
Closed
63
Calls
$7.42B
Puts
$22.7B
Net Calls
-$15.3B
Net Calls Change
+$2.08B
Name Holding Trade Value Shares
Change
Change in
Stake
CW
501
CreativeOne Wealth
Kansas
$872K +$25.5K +321 +3%
JWBC
502
J.W. Burns & Co
New York
$870K +$285K +3,593 +48%
MAWA
503
Moss Adams Wealth Advisors
Washington
$860K +$121K +1,524 +16%
GEM
504
Global Endowment Management
North Carolina
$853K -$1.19M -14,968 -58%
PFPT
505
Pinnacle Financial Partners (Tennessee)
Tennessee
$852K -$38.4K -484 -4%
PIA
506
Pinion Investment Advisors
Kansas
$836K -$73K -920 -8%
MHC
507
May Hill Capital
Massachusetts
$835K +$842K +10,611 New
SP
508
Sherman Porfolios
Idaho
$832K +$840K +10,583 New
AWM
509
Activest Wealth Management
Florida
$831K -$120K -1,513 -13%
IWM
510
IHT Wealth Management
Illinois
$830K -$534K -6,728 -39%
IAA
511
Independent Advisor Alliance
North Carolina
$821K +$829K +10,443 New
PIA
512
Perennial Investment Advisors
California
$807K +$59.9K +754 +8%
RTC
513
Real Talk Capital
Tennessee
$801K +$808K +10,183 New
SB
514
Strategic Blueprint
Georgia
$795K -$25.7K -324 -3%
PWM
515
Perigon Wealth Management
California
$782K -$17.9K -226 -2%
MSCM
516
McElhenny Sheffield Capital Management
Texas
$780K -$25.1K -316 -3%
IFG
517
Independent Financial Group
California
$778K +$62.2K +784 +9%
APP
518
Avantax Planning Partners
Iowa
$768K -$39.5K -497 -5%
Betterment LLC
519
Betterment LLC
New York
$768K +$27.9K +352 +4%
BBNA
520
Bremer Bank National Association
Minnesota
$767K +$6.51K +82 +0.8%
SPP
521
Single Point Partners
Massachusetts
$767K +$775K +9,758 New
MFG
522
Merit Financial Group
Georgia
$760K +$10.7K +135 +1%
AFA
523
American Financial Advisors
Georgia
$757K -$17.2K -217 -2%
SIA
524
Sovereign Investment Advisors
Arizona
$756K +$5.95K +75 +0.8%
APWM
525
Argonautica Private Wealth Management
Massachusetts
$754K -$11.9K -150 -2%

HYG Hedge Fund Activity: Q4 2024 in Review

982 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2024, worth a combined $19.4B — up 0.24% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new HYG positions and 63 closed out — a net gain of 108 holders — while 356 added to existing stakes and 314 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $352M. The largest seller was Bank of America, cutting an estimated $616M.

  • 982 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2024, up from 892 in Q3 2024.
  • Funds reported $19.4B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2024, up 0.24% quarter-over-quarter.
  • 171 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2024 and 63 closed out, a net change of +108 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2024 was Goldman Sachs, an estimated $352M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2024 was Bank of America, an estimated $616M sold.

Based on aggregated 13F filings for Q4 2024.