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iShares iBoxx $ High Yield Corporate Bond ETF

782 hedge funds and large institutions have $23B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 336 increasing their positions, 220 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 220

33% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 78

4% more funds holding in top 10

Funds holding in top 10: 7275 (+3)

2.93% more ownership

Funds ownership: 85.49%88.42% (+2.9%)

3% more funds holding

Funds holding: 762782 (+20)

2% less capital invested

Capital invested by funds: $23.6B → $23B (-$582M)

73% less call options, than puts

Call options by funds: $5.35B | Put options by funds: $20B

Holders
782
Holders Change
+20
Holders Change %
+2.62%
% of All Funds
15.78%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.51%
New
104
Increased
336
Reduced
220
Closed
78
Calls
$5.35B
Puts
$20B
Net Calls
-$14.7B
Net Calls Change
-$3.24B
Name Holding Trade Value Shares
Change
Change in
Stake
PP
751
PrairieView Partners
Minnesota
$10K
CFO
752
CVA Family Office
Colorado
$10K +$84 +1 +0.9%
CHAM
753
Clear Harbor Asset Management
Connecticut
$9.23K +$9.26K +110 New
AII
754
AGF Investments Inc
Ontario, Canada
$9K -$253 -3 -3%
APWM
755
Atlas Private Wealth Management
New York
$9K
BWM
756
BNC Wealth Management
Oregon
$9K +$9.26K +110 New
AA
757
Ancora Advisors
Ohio
$8K
BAM
758
Bellevue Asset Management
Washington
$8K
IWP
759
IAG Wealth Partners
Wisconsin
$8K
NSIM
760
North Star Investment Management
Illinois
$8K
NFSG
761
Newbridge Financial Services Group
Florida
$8K +$7.58K +90 New
SIM
762
Sonora Investment Management
Arizona
$8K +$8.42K +100 New
AWA
763
Arkadios Wealth Advisors
Georgia
$7.21K +$84 +1 +1%
DAC
764
Dividend Assets Capital
South Carolina
$7K
HIA
765
Harbor Investment Advisory
Maryland
$7K
LDFR
766
Lehman & Derafelo Financial Resources
Pennsylvania
$7K
MA
767
MCF Advisors
Kentucky
$7K +$926 +11 +14%
OAJ
768
Ogorek Anthony Joseph
New York
$7K +$7.74K +92 New
GEA
769
Glen Eagle Advisors
New Jersey
$6.07K
CQS
770
Credential Qtrade Securities
$5.03K
IFAM
771
Institutional & Family Asset Management
Colorado
$5K -$112K -1,336 -96%
SFPG
772
Stonebridge Financial Planning Group
Florida
$5K
BWA
773
BDO Wealth Advisors
Florida
$4K
MHR
774
Matthew Hamilton Rosenberg
$4K
TWA
775
TCI Wealth Advisors
Arizona
$4K +$253 +3 +7%

HYG Hedge Fund Activity: Q3 2020 in Review

782 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2020, worth a combined $23B — down 2.5% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new HYG positions and 78 closed out — a net gain of 26 holders — while 336 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $1.09B. The largest seller was Barclays, cutting an estimated $1.51B.

  • 782 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2020, up from 762 in Q2 2020.
  • Funds reported $23B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2020, down 2.5% quarter-over-quarter.
  • 104 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2020 and 78 closed out, a net change of +26 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $1.09B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2020 was Barclays, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2020.