We are live on ! Find out more
HYG icon

iShares iBoxx $ High Yield Corporate Bond ETF

896 hedge funds and large institutions have $19B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 300 increasing their positions, 274 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 89

37% more capital invested

Capital invested by funds: $13.9B → $19B (+$5.08B)

20% more funds holding in top 10

Funds holding in top 10: 6578 (+13)

15% more funds holding

Funds holding: 782896 (+114)

9% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 274

6.62% less ownership

Funds ownership: 120.4%113.78% (-6.6%)

62% less call options, than puts

Call options by funds: $7.06B | Put options by funds: $18.7B

Holders
896
Holders Change
+114
Holders Change %
+14.58%
% of All Funds
14.4%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.25%
New
214
Increased
300
Reduced
274
Closed
89
Calls
$7.06B
Puts
$18.7B
Net Calls
-$11.7B
Net Calls Change
+$4.77B
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
626
Redmont Wealth Advisors
Illinois
$328K
WAM
627
Walker Asset Management
Missouri
$324K
DFA
628
DHK Financial Advisors
New Hampshire
$324K +$325K +4,402 New
CCM
629
Crew Capital Management
Ohio
$322K -$1.67M -22,687 -84%
DC
630
Davenport & Co
Virginia
$321K -$44.5K -603 -12%
PMG
631
ProVise Management Group
Florida
$320K -$16.8K -228 -5%
BBWP
632
Beacon Bridge Wealth Partners
Pennsylvania
$320K +$321K +4,349 New
MWM
633
McNaughton Wealth Management
California
$320K -$273K -3,700 -46%
SW
634
SteelPeak Wealth
California
$320K -$30.4K -413 -9%
Corient Private Wealth
635
Corient Private Wealth
Florida
$320K +$320K +4,339 New
H
636
HoyleCohen
California
$319K -$1.84K -25 -0.6%
BC
637
Barrett & Company
Rhode Island
$318K
BEI
638
Benjamin Edwards Inc
Missouri
$316K +$55.2K +749 +21%
EL
639
Essex LLC
Illinois
$315K -$11.1K -150 -3%
RIA
640
Realta Investment Advisors
Delaware
$313K -$66.2K -898 -17%
GA
641
GFS Advisors
Texas
$309K
CFD
642
Creative Financial Designs
Indiana
$309K +$193K +2,616 +166%
DAS
643
Dynamic Advisor Solutions
Arizona
$307K +$75.1K +1,019 +32%
IWM
644
IHT Wealth Management
Illinois
$307K -$106K -1,441 -26%
EWA
645
Exencial Wealth Advisors
Oklahoma
$306K -$8.63K -117 -3%
FCIM
646
Fairview Capital Investment Management
California
$305K +$33.2K +450 +12%
SWM
647
Spire Wealth Management
Virginia
$300K -$303K -4,104 -50%
FAG
648
Fortitude Advisory Group
Washington
$299K +$299K +4,060 New
SAM
649
Strategy Asset Managers
California
$298K +$298K +4,048 New
WP
650
WealthShield Partners
North Carolina
$297K -$30.9K -419 -9%

HYG Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2022, worth a combined $19B — up 37% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new HYG positions and 89 closed out — a net gain of 125 holders — while 300 added to existing stakes and 274 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $2.29B. The largest seller was Goldman Sachs, cutting an estimated $1.18B.

  • 896 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2022, up from 782 in Q3 2022.
  • Funds reported $19B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2022, up 37% quarter-over-quarter.
  • 214 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2022 and 89 closed out, a net change of +125 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2022 was Clark Capital Management Group, an estimated $2.29B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2022 was Goldman Sachs, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2022.