We are live on ! Find out more
HYG icon

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
AAM
601
Advisors Asset Management
Colorado
$282K +$65.2K +775 +30%
LSA
602
Lion Street Advisors
Texas
$282K +$280K +3,328 New
BDF
603
Black Diamond Financial
Maryland
$281K +$168 +2 +0.1%
MCM
604
Mainstay Capital Management
Michigan
$279K -$11.1K -132 -4%
FANJ
605
Financial Architects (New Jersey)
New Jersey
$277K -$589 -7 -0.2%
JPLA
606
Joseph P. Lucia & Associates
New York
$275K +$101K +1,205 +58%
PWA
607
Physician Wealth Advisors
Utah
$274K +$28.7K +341 +12%
FCBT
608
First Citizens Bank & Trust
North Carolina
$268K +$269K +3,192 New
CFA
609
Carroll Financial Associates
North Carolina
$262K +$38K +451 +17%
GL
610
Graypoint LLC
New York
$260K
BSB
611
Bangor Savings Bank
Maine
$258K
RG
612
Retirement Group
California
$257K
SIC
613
Samalin Investment Counsel
New York
$256K -$70.3K -835 -21%
SMC
614
Smith, Moore & Co
Missouri
$256K -$8.42K -100 -3%
FFN
615
Focus Financial Network
Minnesota
$254K +$255K +3,032 New
JLBC
616
J.L. Bainbridge & Co
Florida
$249K
SFWA
617
Summit Financial Wealth Advisors
Louisiana
$245K -$107K -1,271 -30%
RFN
618
RDA Financial Network
Iowa
$245K +$3.87K +46 +2%
JSC
619
Jackson Square Capital
California
$241K +$16.8K +200 +7%
MYIA
620
Mount Yale Investment Advisors
Colorado
$237K +$238K +2,823 New
WWM
621
Western Wealth Management
Colorado
$236K -$25.8K -307 -10%
AW
622
Avion Wealth
Texas
$232K -$41.9K -498 -15%
CT
623
Caldwell Trust
Florida
$231K
GCM
624
Galibier Capital Management
Ontario, Canada
$230K +$230K +2,736 New
MRC
625
Millburn Ridgefield Corp
New York
$229K +$90K +1,069 +64%

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.