We are live on ! Find out more
HYG icon

iShares iBoxx $ High Yield Corporate Bond ETF

929 hedge funds and large institutions have $19.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 362 increasing their positions, 334 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.99% more ownership

Funds ownership: 119.74%128.74% (+9%)

8% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 334

1% more capital invested

Capital invested by funds: $19.4B → $19.5B (+$114M)

5% less funds holding

Funds holding: 983929 (-54)

10% less funds holding in top 10

Funds holding in top 10: 6357 (-6)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

78% less call options, than puts

Call options by funds: $8.4B | Put options by funds: $38.6B

Holders
929
Holders Change
-54
Holders Change %
-5.49%
% of All Funds
12.45%
Holding in Top 10
57
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.52%
% of All Funds
0.76%
New
72
Increased
362
Reduced
334
Closed
104
Calls
$8.4B
Puts
$38.6B
Net Calls
-$30.2B
Net Calls Change
-$14.9B
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
526
Global Trust Asset Management
Florida
$639K -$1.64M -20,649 -72%
RTC
527
Real Talk Capital
Tennessee
$639K -$166K -2,089 -21%
FFN
528
Focus Financial Network
Minnesota
$633K -$714 -9 -0.1%
FEM
529
Fulcrum Equity Management
Texas
$623K -$91.4K -1,152 -13%
BHWM
530
Bar Harbor Wealth Management
New Hampshire
$620K +$9.21K +116 +1%
CA
531
CV Advisors
Florida
$617K
EWA
532
Exencial Wealth Advisors
Oklahoma
$615K +$188K +2,374 +44%
DDPIC
533
Deroy & Devereaux Private Investment Counsel
Michigan
$603K
WCP
534
Wick Capital Partners
Pennsylvania
$597K -$23.8K -300 -4%
PWMAG
535
Pinnacle Wealth Management Advisory Group
New Jersey
$597K +$167K +2,100 +38%
EC
536
Estate Counselors
Wisconsin
$596K +$24.2K +305 +4%
JFG
537
Jefferies Financial Group
New York
$596K -$158M -1,991,970 -100%
PIMG
538
Patriot Investment Management Group
Tennessee
$594K -$82.2K -1,035 -12%
WB
539
Webster Bank
Connecticut
$592K -$25.8K -325 -4%
PFPT
540
Pinnacle Financial Partners (Tennessee)
Tennessee
$584K -$272K -3,433 -32%
BA
541
Bridgewater Associates
Connecticut
$579K
SCG
542
Sonata Capital Group
Washington
$575K
AWE
543
Avidian Wealth Enterprises
Texas
$575K +$1.91K +24 +0.3%
DFA
544
DHK Financial Advisors
New Hampshire
$567K +$222K +2,800 +64%
APWA
545
Atlas Private Wealth Advisors
New Jersey
$566K -$11.3K -142 -2%
GWAM
546
Guardian Wealth Advisors (Minnesota)
Minnesota
$565K -$11.9K -150 -2%
OFG
547
Omega Financial Group
California
$564K +$13.9K +175 +3%
WS
548
Wedbush Securities
California
$557K -$135K -1,703 -19%
AC
549
Avory & Company
Florida
$556K -$200K -2,523 -26%
EIG
550
Ellenbecker Investment Group
Wisconsin
$553K -$569K -7,174 -51%

HYG Hedge Fund Activity: Q1 2025 in Review

929 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2025, worth a combined $19.5B — up 0.59% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HYG and 72 opened new positions — a net loss of 32 holders — while 334 trimmed existing stakes and 362 added.

The largest buyer was Morgan Stanley, adding an estimated $859M. The largest seller was Jefferies Financial Group, cutting an estimated $158M.

  • 929 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2025, down from 983 in Q4 2024.
  • Funds reported $19.5B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2025, up 0.59% quarter-over-quarter.
  • 72 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2025 and 104 closed out, a net change of -32 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2025 was Morgan Stanley, an estimated $859M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2025 was Jefferies Financial Group, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2025.