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iShares iBoxx $ High Yield Corporate Bond ETF

929 hedge funds and large institutions have $19.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 362 increasing their positions, 334 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.99% more ownership

Funds ownership: 119.74%128.74% (+9%)

8% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 334

1% more capital invested

Capital invested by funds: $19.4B → $19.5B (+$114M)

5% less funds holding

Funds holding: 983929 (-54)

10% less funds holding in top 10

Funds holding in top 10: 6357 (-6)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

78% less call options, than puts

Call options by funds: $8.4B | Put options by funds: $38.6B

Holders
929
Holders Change
-54
Holders Change %
-5.49%
% of All Funds
12.45%
Holding in Top 10
57
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.52%
% of All Funds
0.76%
New
72
Increased
362
Reduced
334
Closed
104
Calls
$8.4B
Puts
$38.6B
Net Calls
-$30.2B
Net Calls Change
-$14.9B
Name Holding Trade Value Shares
Change
Change in
Stake
EA
676
Efficient Advisors
Ohio
$292K -$120K -1,513 -29%
RFA
677
RTD Financial Advisors
Pennsylvania
$292K +$2.7K +34 +0.9%
TCM
678
Tassel Capital Management
North Carolina
$292K +$3.65K +46 +1%
CT
679
Caldwell Trust
Florida
$291K +$12.1K +152 +4%
RIA
680
Regal Investment Advisors
Michigan
$290K -$50.2K -632 -15%
NAS
681
NWF Advisory Services
California
$288K -$14K -177 -5%
FPAS
682
Focus Partners Advisor Solutions
Missouri
$285K +$287K +3,610 New
EIA
683
Eldridge Investment Advisors
New Hampshire
$283K -$27.8K -350 -9%
PMG
684
ProVise Management Group
Florida
$283K -$8.18K -103 -3%
KA
685
Kovack Advisors
Florida
$281K +$18.7K +235 +7%
ST
686
Sabal Trust
Florida
$279K
MWP
687
Madison Wealth Partners
Wisconsin
$278K -$3.65K -46 -1%
GA
688
GFS Advisors
Texas
$277K
MPIM
689
McGinn Penninger Investment Management
Virginia
$277K +$279K +3,517 New
DE
690
Diversified Enterprises
Delaware
$274K +$11.5K +145 +4%
SFG
691
Sovereign Financial Group
Connecticut
$274K -$6.35K -80 -2%
MCM
692
Mainstay Capital Management
Michigan
$273K
PWP
693
Perfromance Wealth Partners
Illinois
$272K
BJL
694
Brighton Jones LLC
Washington
$271K -$6.19K -78 -2%
USCWA
695
U.S. Capital Wealth Advisors
Texas
$268K -$83.4K -1,051 -24%
CIA
696
Cladis Investment Advisory
Montana
$268K +$270K +3,400 New
DC
697
Davenport & Co
Virginia
$266K +$268K +3,376 New
TSMHT
698
Thurston Springer Miller Herd & Titak
Indiana
$266K +$39.3K +495 +17%
BC
699
Bricktown Capital
Michigan
$264K
CPA
700
Cardiff Park Advisors
California
$264K +$2.46K +31 +0.9%

HYG Hedge Fund Activity: Q1 2025 in Review

929 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2025, worth a combined $19.5B — up 0.59% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HYG and 72 opened new positions — a net loss of 32 holders — while 334 trimmed existing stakes and 362 added.

The largest buyer was Morgan Stanley, adding an estimated $859M. The largest seller was Jefferies Financial Group, cutting an estimated $158M.

  • 929 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2025, down from 983 in Q4 2024.
  • Funds reported $19.5B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2025, up 0.59% quarter-over-quarter.
  • 72 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2025 and 104 closed out, a net change of -32 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2025 was Morgan Stanley, an estimated $859M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2025 was Jefferies Financial Group, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2025.