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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
KPCM
551
Kings Point Capital Management
New York
$34K
TC
552
Trust Company
Kansas
$34K
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$33K -$39.1K -443 -54%
SBL
554
Sargent Bickham Lagudis
Colorado
$33K +$441 +5 +1%
EWM
555
Evercore Wealth Management
New York
$30K
LNB
556
Ledyard National Bank
$30K +$8.82K +100 +43%
SA
557
SRH Advisors
Kansas
$30K +$29.6K +336 New
SH
558
SeaTown Holdings
Singapore
$30K +$29.8M +337,500 New
SFSIG
559
San Francisco Sentry Investment Group
California
$27K
BRC
560
Bell Rock Capital
Delaware
$26K
MCM
561
McKinley Capital Management
Alaska
$26K
AC
562
Alexandria Capital
Virginia
$25K
AFNAS
563
American Financial Network Advisory Services
California
$23K +$22.5K +255 New
NSIM
564
North Star Investment Management
Illinois
$21K
BWL
565
Bogart Wealth LLC
Virginia
$21K +$20.7K +235 New
IFA
566
Interactive Financial Advisors
Illinois
$20K -$174K -1,970 -90%
BCM
567
Blume Capital Management
California
$20K +$19.9K +226 New
Walleye Trading
568
Walleye Trading
New York
$19.4K +$17.5M +198,706 +1,009%
PCFFS
569
Pacific Center for Financial Services
California
$19K
AIA
570
Armor Investment Advisors
North Carolina
$18K
CPA
571
Clear Perspective Advisors
Illinois
$18K +$2.56K +29 +16%
EWM
572
Endurance Wealth Management
Rhode Island
$17K
MCIA
573
Mountain Capital Investment Advisors
Colorado
$17K
BC
574
Bartlett & Co
Ohio
$16K
MWM
575
MinichMacGregor Wealth Management
New York
$16K

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.