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iShares iBoxx $ High Yield Corporate Bond ETF

694 hedge funds and large institutions have $17.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 257 increasing their positions, 229 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 87

13% more capital invested

Capital invested by funds: $15.3B → $17.3B (+$2.02B)

12% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 229

11% more funds holding in top 10

Funds holding in top 10: 6673 (+7)

3% more funds holding

Funds holding: 673694 (+21)

16.37% less ownership

Funds ownership: 127.44%111.08% (-16%)

90% less call options, than puts

Call options by funds: $2.72B | Put options by funds: $26.6B

Holders
694
Holders Change
+21
Holders Change %
+3.12%
% of All Funds
15.02%
Holding in Top 10
73
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.61%
% of All Funds
1.58%
New
120
Increased
257
Reduced
229
Closed
87
Calls
$2.72B
Puts
$26.6B
Net Calls
-$23.9B
Net Calls Change
-$5.52B
Name Holding Trade Value Shares
Change
Change in
Stake
DCP
701
Diameter Capital Partners
New York
-$49.9M -615,000 Closed
SH
702
SeaTown Holdings
Singapore
-$27.8M -342,554 Closed
CC
703
Covalis Capital
United Kingdom
-$25.4M -313,000 Closed
SH
704
Scepter Holdings
Texas
-$11M -136,000 Closed
HCM
705
Highbridge Capital Management
New York
-$11M -129,243 Closed
CC
706
CQS Cayman
Cayman Islands
-$10.1M -125,000 Closed
AC
707
Athanor Capital
New York
-$9.57M -118,000 Closed
HHGC
708
Hunting Hill Global Capital
New York
-$8.11M -100,000 Closed
CC
709
Centiva Capital
New York
-$7.55M -88,900 Closed
AIIMS
710
Analyst IMS Investment Management Services
Israel
-$7.14K -87,984 Closed
PP
711
Paloma Partners
Connecticut
-$5.26M -62,000 Closed
OCM
712
Oaktree Capital Management
California
-$4.99M -61,500 Closed
SRA
713
Summit Rock Advisors
New York
-$4.62M -56,972 Closed
CGA
714
Crescent Grove Advisors
Illinois
-$4.1M -50,516 Closed
Balyasny Asset Management
715
Balyasny Asset Management
Illinois
-$4.05M -50,000 Closed
PR
716
Payden & Rygel
California
-$3.92M -48,400 Closed
SRF
717
Silver Rock Financial
California
-$3.38M -41,717 Closed
SAM
718
Sandell Asset Management
New York
-$3.24M -40,000 Closed
DFG
719
Delphi Financial Group
Delaware
-$2.87M -35,400 Closed
BFG
720
Barber Financial Group
Kansas
-$2.63M -32,402 Closed
PLU
721
Performa Ltd (US)
South Carolina
-$2.38M -28,000 Closed
FIA
722
FNY Investment Advisers
New York
-$2.18M -25,633 Closed
HF
723
HRT Financial
New York
-$1.96M -24,156 Closed
PRS
724
Pinkerton Retirement Specialists
Idaho
-$1.34M -16,589 Closed
EWA
725
ERTS Wealth Advisors
Michigan
-$1.34M -16,560 Closed

HYG Hedge Fund Activity: Q1 2019 in Review

694 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2019, worth a combined $17.3B — up 13% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HYG positions and 87 closed out — a net gain of 33 holders — while 257 added to existing stakes and 229 trimmed.

The largest buyer was Prudential plc, adding an estimated $441M. The largest seller was Goldman Sachs, cutting an estimated $738M.

  • 694 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2019, up from 673 in Q4 2018.
  • Funds reported $17.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 120 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2019 and 87 closed out, a net change of +33 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2019 was Prudential plc, an estimated $441M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2019 was Goldman Sachs, an estimated $738M sold.

Based on aggregated 13F filings for Q1 2019.