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iShares iBoxx $ High Yield Corporate Bond ETF

594 hedge funds and large institutions have $16.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 255 increasing their positions, 188 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 188

19% more capital invested

Capital invested by funds: $13.7B → $16.3B (+$2.6B)

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

1% more funds holding

Funds holding: 590594 (+4)

3% less funds holding in top 10

Funds holding in top 10: 7876 (-2)

79% less call options, than puts

Call options by funds: $2.35B | Put options by funds: $11.2B

169.17% less ownership

Funds ownership: 253.98%84.81% (-169%)

Holders
594
Holders Change
+4
Holders Change %
+0.68%
% of All Funds
14.81%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.89%
New
64
Increased
255
Reduced
188
Closed
56
Calls
$2.35B
Puts
$11.2B
Net Calls
-$8.81B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
51
Voya Financial Advisors
Connecticut
$59.4M +$7.18M +81,376 +14%
AHSSHC
52
Adventist Health System Sunbelt Healthcare Corp
Florida
$52.3M +$1.01M +11,434 +2%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$43.6M +$34.9M +395,255 +414%
SG Americas Securities
54
SG Americas Securities
New York
$39.3M -$20.2M -228,545 -34%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$38.2M +$170K +1,930 +0.5%
PPA
56
Parametric Portfolio Associates
Washington
$37M +$706 +8 +0%
SIM
57
Strategic Investment Management
Virginia
$36.9M -$31.8B -360,333,063 -100%
FIM
58
Freedom Investment Management
Connecticut
$35.2M +$1.97M +22,282 +6%
SMFG
59
Sumitomo Mitsui Financial Group
Japan
$34M -$1.05M -11,932 -3%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$32.6M +$16.2M +183,737 +100%
UCFA
61
United Capital Financial Advisors
Texas
$31.8M +$746K +8,455 +2%
1832 Asset Management
62
1832 Asset Management
Ontario, Canada
$30.4M +$103K +1,170 +0.3%
MC
63
Miles Capital
Iowa
$30.3M +$348K +3,949 +1%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$30M +$14.4M +163,200 +93%
KeyBank National Association
65
KeyBank National Association
Ohio
$29.1M -$808K -9,156 -3%
ECM
66
ETrade Capital Management
Virginia
$29.1M +$2.73M +30,948 +10%
CIBC Asset Management
67
CIBC Asset Management
Ontario, Canada
$27.8M +$6.01M +68,104 +28%
UBS AM
68
UBS AM
Illinois
$27.5M
AllianceBernstein
69
AllianceBernstein
Tennessee
$25.8M -$265K -3,000 -1%
SB
70
Suntrust Banks
Georgia
$25.7M +$1.8M +20,437 +8%
MIG
71
Mariner Investment Group
New York
$24.9M +$24.7M +280,000 New
VAM
72
Visionary Asset Management
Texas
$24.2M +$304K +3,445 +1%
Squarepoint
73
Squarepoint
New York
$23.3M +$23.1M +262,198 New
RJFSA
74
Raymond James Financial Services Advisors
Florida
$23.3M +$837K +9,485 +4%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$23.2M -$7.8M -88,348 -25%

HYG Hedge Fund Activity: Q3 2017 in Review

594 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2017, worth a combined $16.3B — up 19% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HYG positions and 56 closed out — a net gain of 8 holders — while 255 added to existing stakes and 188 trimmed.

The largest buyer was BlackRock, adding an estimated $645M. The largest seller was Strategic Investment Management, cutting an estimated $31.8B.

  • 594 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2017, up from 590 in Q2 2017.
  • Funds reported $16.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 64 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2017 and 56 closed out, a net change of +8 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $645M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2017 was Strategic Investment Management, an estimated $31.8B sold.

Based on aggregated 13F filings for Q3 2017.