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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
Asset Management One
526
Asset Management One
Japan
$78K -$52.1K -590 -40%
FWM
527
Focused Wealth Management
New York
$77K +$14.6K +165 +24%
CFN
528
Cordasco Financial Network
Florida
$76K
RWA
529
Ropes Wealth Advisors
Massachusetts
$76K
AF
530
Allworth Financial
California
$75K +$38.4K +435 +106%
YWP
531
YorkBridge Wealth Partners
New York
$74K
AIM
532
Anchor Investment Management
South Carolina
$66.6K +$66.2K +750 New
DAM
533
Delta Asset Management
Tennessee
$61K
AIM
534
Advantage Investment Management
Iowa
$59K +$17.1K +194 +41%
AWM
535
AllSquare Wealth Management
New York
$58K +$57.4K +651 New
SAM
536
Shamrock Asset Management
Texas
$56K -$211K -2,394 -79%
RFA
537
Reilly Financial Advisors
California
$56K -$6.62K -75 -11%
SMG
538
Spectrum Management Group
Indiana
$55K +$55K +623 New
HIIFS
539
Harel Insurance Investments & Financial Services
Israel
$53K
CFD
540
Creative Financial Designs
Indiana
$52K -$441 -5 -0.9%
CFA
541
Carroll Financial Associates
North Carolina
$49K +$441 +5 +0.9%
BL
542
Balentine LLC
Georgia
$46K
OAM
543
Oppenheimer Asset Management
New York
$45K -$92.8K -1,052 -67%
WEC
544
Winslow Evans & Crocker
Massachusetts
$42.5K +$88 +1 +0.2%
TCOV
545
Trust Company of Vermont
Vermont
$38K -$6.44K -73 -15%
SSB
546
Sandy Spring Bank
Maryland
$36K -$7.59K -86 -18%
CFG
547
CKW Financial Group
Hawaii
$36K
SIAP
548
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K
CHP
549
Cable Hill Partners
Oregon
$36K +$34.7K +393 +3,275%
WIM
550
Westside Investment Management
California
$35.4K

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.