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iShares iBoxx $ High Yield Corporate Bond ETF

782 hedge funds and large institutions have $23B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 336 increasing their positions, 220 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 220

33% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 78

4% more funds holding in top 10

Funds holding in top 10: 7275 (+3)

2.93% more ownership

Funds ownership: 85.49%88.42% (+2.9%)

3% more funds holding

Funds holding: 762782 (+20)

2% less capital invested

Capital invested by funds: $23.6B → $23B (-$582M)

73% less call options, than puts

Call options by funds: $5.35B | Put options by funds: $20B

Holders
782
Holders Change
+20
Holders Change %
+2.62%
% of All Funds
15.78%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.51%
New
104
Increased
336
Reduced
220
Closed
78
Calls
$5.35B
Puts
$20B
Net Calls
-$14.7B
Net Calls Change
-$3.24B
Name Holding Trade Value Shares
Change
Change in
Stake
DI
551
Disciplined Investments
Oklahoma
$377K +$3.87K +46 +1%
SA
552
Sunesis Advisors
Kansas
$374K +$376K +4,462 New
ACP
553
Ashfield Capital Partners
California
$373K -$505 -6 -0.1%
HCA
554
Harbour Capital Advisors
Virginia
$373K
PIA
555
Powell Investment Advisors
Florida
$366K +$1.85K +22 +0.5%
AWM
556
Atticus Wealth Management
Florida
$366K +$3.37K +40 +0.9%
CC
557
Cedar Capital
Illinois
$366K +$15.7K +187 +4%
NFG
558
Nations Financial Group
Iowa
$363K +$128K +1,520 +54%
SF
559
Synovus Financial
Georgia
$355K -$747K -8,878 -68%
Allianz Asset Management
560
Allianz Asset Management
Germany
$355K -$415K -4,930 -54%
RWA
561
Redhawk Wealth Advisors
Minnesota
$354K +$355K +4,214 New
RC
562
Roundview Capital
New Jersey
$353K +$11.6K +138 +3%
FCIM
563
Fairview Capital Investment Management
California
$352K
CGFA
564
Colton Groome Financial Advisors
North Carolina
$349K +$12.5K +149 +4%
IBOK
565
Independence Bank of Kentucky
Kentucky
$346K +$249K +2,963 +257%
EDRH
566
Edmond de Rothschild Holding
Switzerland
$343K
OCM
567
One Capital Management
California
$339K -$170K -2,015 -33%
MWM
568
Mattern Wealth Management
Kansas
$339K +$340K +4,038 New
GPA
569
Guidance Point Advisors
Massachusetts
$338K +$4.12K +49 +1%
CAN
570
Claraphi Advisory Network
United States
$338K +$5.3K +63 +2%
SBIA
571
Sheaff Brock Investment Advisors
Indiana
$336K
SP
572
SWS Partners
Ohio
$335K +$336K +3,993 New
FHA
573
First Horizon Advisors
Tennessee
$332K +$3.7K +44 +1%
IFG
574
Investors Financial Group
Minnesota
$331K +$332K +3,945 New
LWM
575
Liberty Wealth Management
California
$328K +$37.8K +449 +13%

HYG Hedge Fund Activity: Q3 2020 in Review

782 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2020, worth a combined $23B — down 2.5% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new HYG positions and 78 closed out — a net gain of 26 holders — while 336 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $1.09B. The largest seller was Barclays, cutting an estimated $1.51B.

  • 782 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2020, up from 762 in Q2 2020.
  • Funds reported $23B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2020, down 2.5% quarter-over-quarter.
  • 104 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2020 and 78 closed out, a net change of +26 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $1.09B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2020 was Barclays, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2020.