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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
TNBTD
626
Trustmark National Bank Trust Department
Mississippi
$227K
KPWG
627
KFA Private Wealth Group
Virginia
$225K +$226K +2,686 New
ICM
628
IMS Capital Management
Oregon
$224K -$28.6K -340 -11%
RRWA
629
Rainey & Randall Wealth Advisors
Florida
$223K +$224K +2,661 New
AFP
630
Ausdal Financial Partners
Iowa
$222K +$223K +2,647 New
SFI
631
SPC Financial Inc
Maryland
$221K -$60.6K -720 -21%
SG
632
StoneX Group
New York
$219K +$219K +2,605 New
CICI
633
Capital Investment Counsel Inc
North Carolina
$218K
GBT
634
Grove Bank & Trust
Florida
$217K
UR
635
USCA RIA
Texas
$217K
MWC
636
MKD Wealth Coaches
Michigan
$216K +$216K +2,571 New
WAM
637
Wealthspire Advisors (Maryland)
Maryland
$213K -$441K -5,241 -67%
CA
638
Calton & Associates
Florida
$213K -$102K -1,207 -32%
KFA
639
Kays Financial Advisory
Georgia
$212K +$3.37K +40 +2%
BCWM
640
Blue Chip Wealth Management
Florida
$211K +$337 +4 +0.2%
RPSA
641
Richard P. Slaughter Associates
Texas
$210K
PCA
642
Personal Capital Advisors
California
$207K -$75.4K -896 -27%
PBF
643
Petix & Botte Financial
California
$206K -$225K -2,669 -52%
LWM
644
Laidlaw Wealth Management
New York
$205K +$206K +2,444 New
CAAS
645
Capital Asset Advisory Services
Michigan
$204K
B
646
Bellecapital
Switzerland
$203K -$14M -166,345 -99%
GP
647
Geneva Partners
Wisconsin
$201K +$201K +2,393 New
PFG
648
Pacific Financial Group
Washington
$200K -$35.4K -420 -15%
MPWT
649
MassMutual Private Wealth & Trust
Connecticut
$184K -$69.5K -826 -27%
PA
650
Parallel Advisors
California
$181K +$4.04K +48 +2%

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.