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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
MWM
626
Marietta Wealth Management
Georgia
-$556K -6,294 Closed
CT
627
CMT Trading
Illinois
-$548K -6,203 Closed
CWM
628
Concert Wealth Management
California
-$444K -5,025 Closed
SG
629
StoneX Group
New York
-$359K -4,059 Closed
SFA
630
Stewardship Financial Advisors
Georgia
-$295K -3,340 Closed
Susquehanna International Group
631
Susquehanna International Group
Pennsylvania
-$280K -3,170 Closed
VAM
632
Verity Asset Management
North Carolina
-$279K -3,156 Closed
SYBT
633
Stock Yards Bank & Trust
Kentucky
-$263K -2,979 Closed
IWA
634
Intercontinental Wealth Advisors
Texas
-$262K -2,960 Closed
SFP
635
Shepherd Financial Partners
Massachusetts
-$249K -2,829 Closed
CPA
636
Capital Planning Advisors
California
-$249K -2,815 Closed
HWM
637
Highwater Wealth Management
Colorado
-$244K -2,763 Closed
WSFS
638
Wilmington Savings Fund Society
Delaware
-$234K -2,650 Closed
FFA
639
First Foundation Advisors
California
-$221K -2,498 Closed
PAS
640
Partnervest Advisory Services
California
-$208K -2,349 Closed
BC
641
Barnett & Company
Tennessee
-$157K -1,777 Closed
CAM
642
Close Asset Management
United Kingdom
-$88K -1,000 Closed
PSUF
643
People's United Financial
Connecticut
-$86K -968 Closed
LYV
644
Live Your Vision
Pennsylvania
-$49K -555 Closed
SQA
645
Simon Quick Advisors
New Jersey
-$39K -439 Closed
KF
646
Krilogy Financial
Missouri
-$38K -430 Closed
EFSCE
647
Enterprise Financial Services Corp (EFSC)
Missouri
-$22K -252 Closed
FCB
648
First Command Bank
Texas
-$12K -134 Closed
FCFS
649
First Command Financial Services
Texas
-$12K -134 Closed
SIAS
650
Shine Investment Advisory Services
Colorado
-$5K -60 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.