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iShares iBoxx $ High Yield Corporate Bond ETF

762 hedge funds and large institutions have $23.6B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 296 increasing their positions, 214 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 103

38% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 214

36% more capital invested

Capital invested by funds: $17.3B → $23.6B (+$6.29B)

6% more funds holding

Funds holding: 716762 (+46)

6% less funds holding in top 10

Funds holding in top 10: 7772 (-5)

27.19% less ownership

Funds ownership: 112.68%85.49% (-27%)

70% less call options, than puts

Call options by funds: $4.97B | Put options by funds: $16.4B

Holders
762
Holders Change
+46
Holders Change %
+6.42%
% of All Funds
15.62%
Holding in Top 10
72
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.49%
% of All Funds
1.48%
New
156
Increased
296
Reduced
214
Closed
103
Calls
$4.97B
Puts
$16.4B
Net Calls
-$11.4B
Net Calls Change
+$3.44B
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
576
Summit X LLC
Missouri
$274K +$45.6K +566 +20%
PCA
577
Personal Capital Advisors
California
$274K +$49.9K +619 +23%
BDF
578
Black Diamond Financial
Maryland
$273K +$161 +2 +0.1%
SFI
579
SPC Financial Inc
Maryland
$273K +$7.66K +95 +3%
FANJ
580
Financial Architects (New Jersey)
New Jersey
$270K +$81 +1 +0%
LWM
581
Liberty Wealth Management
California
$268K +$233K +2,885 +502%
AW
582
Avion Wealth
Texas
$267K -$269K -3,335 -51%
CF
583
Copperwynd Financial
Arizona
$264K +$260K +3,232 New
PCS
584
Personal CFO Solutions
New Jersey
$262K -$1.05M -13,079 -80%
SMC
585
Smith, Moore & Co
Missouri
$257K
WWM
586
Western Wealth Management
Colorado
$255K -$35.1K -436 -12%
VSWA
587
Vontobel Swiss Wealth Advisors
Switzerland
$253K
GL
588
Graypoint LLC
New York
$252K
BSB
589
Bangor Savings Bank
Maine
$251K +$24.3K +301 +11%
RG
590
Retirement Group
California
$250K +$247K +3,060 New
PWA
591
Physician Wealth Advisors
Utah
$249K +$236K +2,927 New
MPWT
592
MassMutual Private Wealth & Trust
Connecticut
$247K +$61.7K +766 +34%
AWE
593
Avidian Wealth Enterprises
Texas
$247K +$244K +3,028 New
ICM
594
IMS Capital Management
Oregon
$246K -$43.5K -540 -15%
CL
595
CSS LLC
Illinois
$245K -$1.37M -17,000 -85%
CSIC
596
Clifford Swan Investment Counsel
California
$245K
IP
597
Intellectus Partners
California
$245K +$242K +3,000 New
PCP
598
Proficio Capital Partners
Massachusetts
$245K +$242K +3,000 New
SWA
599
Stratos Wealth Advisors
Ohio
$244K +$219K +2,714 +994%
JLBC
600
J.L. Bainbridge & Co
Florida
$242K

HYG Hedge Fund Activity: Q2 2020 in Review

762 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q2 2020, worth a combined $23.6B — up 36% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new HYG positions and 103 closed out — a net gain of 53 holders — while 296 added to existing stakes and 214 trimmed.

The largest buyer was BlackRock, adding an estimated $1.06B. The largest seller was State of Wisconsin Investment Board, cutting an estimated $649M.

  • 762 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q2 2020, up from 716 in Q1 2020.
  • Funds reported $23.6B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q2 2020, up 36% quarter-over-quarter.
  • 156 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q2 2020 and 103 closed out, a net change of +53 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q2 2020 was BlackRock, an estimated $1.06B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q2 2020 was State of Wisconsin Investment Board, an estimated $649M sold.

Based on aggregated 13F filings for Q2 2020.