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iShares iBoxx $ High Yield Corporate Bond ETF

900 hedge funds and large institutions have $20.8B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 411 increasing their positions, 270 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 270

35% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 68

1% more funds holding

Funds holding: 888900 (+12)

0.16% more ownership

Funds ownership: 103.76%103.93% (+0.16%)

5% less capital invested

Capital invested by funds: $21.9B → $20.8B (-$1.04B)

13% less funds holding in top 10

Funds holding in top 10: 8675 (-11)

87% less call options, than puts

Call options by funds: $2.78B | Put options by funds: $21.7B

Holders
900
Holders Change
+12
Holders Change %
+1.35%
% of All Funds
15.67%
Holding in Top 10
75
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.79%
% of All Funds
1.31%
New
92
Increased
411
Reduced
270
Closed
68
Calls
$2.78B
Puts
$21.7B
Net Calls
-$18.9B
Net Calls Change
+$2.94B
Name Holding Trade Value Shares
Change
Change in
Stake
SC
551
Sierra Capital
Florida
$534K +$2.18K +25 +0.4%
TCMP
552
Thrive Capital Management (Pennsylvania)
Pennsylvania
$532K -$75.2K -861 -12%
DADC
553
D.A. Davidson & Co
Montana
$532K +$175 +2 +0%
EIA
554
Eldridge Investment Advisors
New Hampshire
$528K +$130K +1,490 +33%
BCM
555
Breiter Capital Management
Florida
$528K +$523K +5,992 New
DIA
556
Dana Investment Advisors
Wisconsin
$526K +$52.6K +603 +11%
MFA
557
Mayflower Financial Advisors
Massachusetts
$523K -$3.75K -43 -0.7%
AIP
558
Almanack Investment Partners
Pennsylvania
$523K +$51.9K +595 +11%
LWA
559
Lineweaver Wealth Advisors
Ohio
$523K +$135K +1,545 +35%
MCM
560
Mainstay Capital Management
Michigan
$520K -$12K -138 -2%
MAM
561
Madison Asset Management
Wisconsin
$519K
LA
562
Latitude Advisors
Florida
$514K -$74K -848 -13%
VCM
563
Vivaldi Capital Management
Illinois
$514K -$64.4K -738 -11%
GRP
564
Global Retirement Partners
California
$511K -$118K -1,357 -19%
RFWA
565
RPg Family Wealth Advisory
Massachusetts
$511K +$506K +5,800 New
RB
566
Renasant Bank
Mississippi
$510K +$7.59K +87 +2%
VA
567
Verdad Advisers
Massachusetts
$504K -$137K -1,564 -21%
RIA
568
Realta Investment Advisors
Delaware
$504K -$123K -1,406 -20%
SFWC
569
Strategic Family Wealth Counselors
New Jersey
$499K
MCM
570
Maryland Capital Management
Maryland
$492K +$122K +1,396 +33%
WBC
571
West Branch Capital
Massachusetts
$487K -$12.7K -145 -3%
ACP
572
Ashfield Capital Partners
California
$472K -$39.9K -457 -8%
PA
573
PFG Advisors
Arizona
$461K -$10.2K -117 -2%
BCP
574
Berkeley Capital Partners
Georgia
$460K +$2.88K +33 +0.6%
HIIFS
575
Harel Insurance Investments & Financial Services
Israel
$456K -$6.98K -80 -3%

HYG Hedge Fund Activity: Q2 2021 in Review

900 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q2 2021, worth a combined $20.8B — down 4.8% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HYG positions and 68 closed out — a net gain of 24 holders — while 411 added to existing stakes and 270 trimmed.

The largest buyer was Jane Street, adding an estimated $394M. The largest seller was Goldman Sachs, cutting an estimated $375M.

  • 900 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q2 2021, up from 888 in Q1 2021.
  • Funds reported $20.8B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q2 2021, down 4.8% quarter-over-quarter.
  • 92 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q2 2021 and 68 closed out, a net change of +24 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q2 2021 was Jane Street, an estimated $394M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q2 2021 was Goldman Sachs, an estimated $375M sold.

Based on aggregated 13F filings for Q2 2021.