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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
APC
51
Aristotle Pacific Capital
California
$45.5M -$21.5M -270,743 -32%
Bank Julius Baer & Co
52
Bank Julius Baer & Co
Switzerland
$44.2M +$3.96M +49,885 +10%
MML Investors Services
53
MML Investors Services
Massachusetts
$43.9M -$2.01M -25,363 -4%
AC
54
Allstate Corporation
Illinois
$41.6M -$2.9M -36,585 -6%
Allianz Asset Management
55
Allianz Asset Management
Germany
$38.8M
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$37.6M +$7.94M +100,008 +27%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$36.9M -$89.1M -1,122,384 -71%
Osaic Holdings
58
Osaic Holdings
Arizona
$36.9M -$61.2M -771,456 -62%
CMF
59
Counterpoint Mutual Funds
California
$35.5M +$12.1M +152,550 +51%
PFA
60
Pure Financial Advisors
California
$34M +$1.97M +24,812 +6%
VIP
61
Viewpoint Investment Partners
Alberta, Canada
$33.6M +$16.9M +212,700 +100%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$31.4M -$52.7M -664,052 -62%
Macquarie Group
63
Macquarie Group
Australia
$31.1M -$266K -3,355 -0.8%
HNB
64
Huntington National Bank
Ohio
$30.5M
HCM
65
Howard Capital Management
Georgia
$27.4M +$79.5K +1,002 +0.3%
CIAS
66
CBIZ Investment Advisory Services
Ohio
$27.1M +$2.65M +33,392 +11%
HTI
67
Hikari Tsushin Inc
Japan
$27.1M
TCM
68
Towercrest Capital Management
Pennsylvania
$26.6M -$3.35M -42,262 -11%
SP
69
Stairway Partners
Illinois
$24.6M +$291K +3,666 +1%
PP
70
Prudential plc
United Kingdom
$24.3M -$562K -7,075 -2%
AIMU
71
Allianz Investment Management US
Minnesota
$23.4M
BBVA
72
Banco Bilbao Vizcaya Argentaria
Spain
$22.6M +$3.57M +44,972 +19%
WJWM
73
Williams Jones Wealth Management
New York
$22.1M
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$22.1M +$5.46M +68,754 +32%
STAS
75
Strong Tower Advisory Services
Minnesota
$21.7M +$12.8M +161,355 +131%

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.