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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
PIA
726
Pinion Investment Advisors
Kansas
$205K -$191K -2,590 -48%
CTFG
727
Capstone Triton Financial Group
Oklahoma
$202K +$203K +2,749 New
VCP
728
Verus Capital Partners
Arizona
$202K +$202K +2,746 New
SFA
729
Sequoia Financial Advisors
Ohio
$202K -$58.2K -790 -22%
DWM
730
Defined Wealth Management
Oregon
$200K +$201K +2,723 New
HPC
731
HM Payson & Co
Maine
$187K +$107K +1,445 +132%
HWM
732
Horizons Wealth Management
North Carolina
$187K -$84.9K -1,152 -31%
AIA
733
Armor Investment Advisors
North Carolina
$179K -$14.4K -196 -7%
RBC
734
Romano Brothers & Co
Illinois
$177K +$177K +2,400 New
JHCP
735
Jackson Hole Capital Partners
Oklahoma
$177K
BC
736
Bartlett & Co
Ohio
$175K +$85.9K +1,165 +96%
BCWM
737
Bartlett & Co Wealth Management
Ohio
$175K +$85.9K +1,165 +96%
DI
738
Disciplined Investments
Oklahoma
$170K -$104K -1,412 -38%
EAM
739
Erste Asset Management
Austria
$164K -$842K -11,420 -84%
CWP
740
Concord Wealth Partners
Virginia
$156K +$156K +2,115 New
GCM
741
Galibier Capital Management
Ontario, Canada
$147K -$16.9K -229 -10%
FFA
742
Founders Financial Alliance
North Carolina
$143K -$18.3K -248 -11%
BWAM
743
Boyd Watterson Asset Management
Ohio
$133K +$133K +1,805 New
WTC
744
WhitTier Trust Company
Nevada
$130K -$54.8K -744 -30%
FMP
745
Financial Management Professionals
Texas
$123K +$19.6K +266 +19%
CFG
746
CKW Financial Group
Hawaii
$120K
BAM
747
Baldrige Asset Management
Pennsylvania
$120K +$2.21K +30 +2%
CIAS
748
Capital Investment Advisory Services
North Carolina
$118K
CHC
749
City Holding Co
West Virginia
$118K +$24.2K +328 +26%
Kayne Anderson Rudnick Investment Management
750
Kayne Anderson Rudnick Investment Management
California
$116K +$80.6K +1,093 +224%

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.