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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
CD
701
Chapin Davis
Maryland
$234K +$234K +3,174 New
IWN
702
Independent Wealth Network
Iowa
$232K -$2.43K -33 -1%
CCM
703
Canal Capital Management
Virginia
$232K +$232K +3,150 New
IMA
704
Investment Management Associates
Colorado
$232K
MA
705
Momentum Advisors
New York
$232K +$232K +3,149 New
EWA
706
EP Wealth Advisors
California
$232K -$5.33M -72,255 -96%
HWMA
707
Heritage Wealth Management (Arizona)
Arizona
$231K -$263K -3,564 -53%
CAG
708
Crestwood Advisors Group
Massachusetts
$231K
BSB
709
Bangor Savings Bank
Maine
$230K -$3.69K -50 -2%
PF
710
Parker Financial
Washington
$229K +$230K +3,115 New
SWA
711
Sutton Wealth Advisors
Florida
$226K -$7.59K -103 -3%
TWM
712
Triton Wealth Management
Arizona
$225K
LWM
713
LJI Wealth Management
Indiana
$223K +$223K +3,026 New
NEPPG
714
New England Professional Planning Group
Rhode Island
$223K +$2.88K +39 +1%
HCA
715
Harbour Capital Advisors
Virginia
$219K -$36.9K -500 -14%
DT
716
Diversified Trust
Tennessee
$219K -$21.4K -290 -9%
IIA
717
IPG Investment Advisors
California
$216K -$18.4K -250 -8%
HWM
718
HB Wealth Management
Georgia
$213K +$214K +2,898 New
MHS
719
M Holdings Securities
Oregon
$213K +$214K +2,899 New
JEST
720
JTC Employer Solutions Trustee
Jersey
$212K
PP
721
Patron Partners
Texas
$210K -$2.29K -31 -1%
PFG
722
Pacific Financial Group
Washington
$209K -$5.01K -68 -2%
BCV
723
Banque Cantonale Vaudoise
Switzerland
$208K -$193K -2,622 -48%
DBIA
724
Dumont & Blake Investment Advisors
New Jersey
$207K
LFASL
725
Lugano Financial Advisors SA (LFA)
Switzerland
$205K -$1.18K -16 -0.6%

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.