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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
WTB
576
Washington Trust Bank
Washington
$16K
DOA
577
D'Orazio & Associates
Virginia
$13K
LGWM
578
Litman Gregory Wealth Management
California
$13K +$12.4K +141 New
FPS
579
Fieldpoint Private Securities
Connecticut
$13K +$13.2K +150 New
KTC
580
Kistler-Tiffany Companies
Pennsylvania
$12K
LWA
581
Lowe Wealth Advisors
Maryland
$11K
HI
582
Hudock Inc
Pennsylvania
$8K
FA
583
Fortis Advisors
Pennsylvania
$7K +$7.24K +82 New
BWA
584
BDO Wealth Advisors
Florida
$6K -$4.15K -47 -40%
MA
585
MCF Advisors
Kentucky
$6K -$2.74K -31 -33%
M
586
MOTCO
Texas
$6K
TWA
587
TCI Wealth Advisors
Arizona
$6K
AII
588
AGF Investments Inc
Ontario, Canada
$5K
AIS
589
AlphaOne Investment Services
Pennsylvania
$5K +$5.12K +58 New
VIA
590
Vantage Investment Advisors
Pennsylvania
$4K -$23.4K -265 -86%
RFM
591
Royal Fund Management
Florida
$4K -$17.4K -197 -79%
CCM
592
Cribstone Capital Management
Maine
$4K +$3.97K +45 New
PK
593
Pflug Koory
Nebraska
$3K
SFG
594
SevenBridge Financial Group
Pennsylvania
$2K
PA
595
Perennial Advisors
New York
$2K +$1.24K +14 +117%
AIS
596
Accurate Investment Solutions
Pennsylvania
$2K +$1.85K +21 New
TDC
597
Thompson Davis & Co
Virginia
$1K
VFA
598
Valeo Financial Advisors
Indiana
$1K +$1.15K +13 New
BCC
599
Bain Capital Credit
Massachusetts
-$22.1M -249,883 Closed
AAM
600
Alphadyne Asset Management
New York
-$15.6M -177,000 Closed

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.