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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
WIM
751
Westside Investment Management
California
$114K +$22.1K +300 +8%
SSB
752
Sandy Spring Bank
Maryland
$109K -$5.53K -75 -5%
RAM
753
Riggs Asset Management
Pennsylvania
$105K +$105K +1,425 New
ZIG
754
Zullo Investment Group
Pennsylvania
$102K
IBOK
755
Independence Bank of Kentucky
Kentucky
$99K -$3.69K -50 -4%
LS
756
Leelyn Smith
Illinois
$98.4K -$52K -705 -35%
SIC
757
Salem Investment Counselors
North Carolina
$96.5K -$19.3K -262 -17%
PA
758
Parallel Advisors
California
$94.6K -$2.21K -30 -2%
ME
759
McIlrath & Eck
Washington
$93.1K
RFA
760
Register Financial Advisors
Georgia
$92.6K +$92.7K +1,257 New
MA
761
Montag & Associates
Georgia
$92K
IGWM
762
ICA Group Wealth Management
Colorado
$87.9K +$87.4K +1,186 New
LC
763
Lindbrook Capital
California
$87.1K +$44.2K +600 +103%
AIP
764
Ameritas Investment Partners
Nebraska
$83.9K
HIIFS
765
Harel Insurance Investments & Financial Services
Israel
$81K -$92.2K -1,250 -53%
TAIM
766
TD Ameritrade Investment Management
Nebraska
$80K -$37.3K -506 -32%
SWM
767
Sanctuary Wealth Management
Idaho
$79.3K +$79.4K +1,077 New
OIA
768
Optimum Investment Advisors
Illinois
$77.3K -$20.2K -274 -21%
GEA
769
Glen Eagle Advisors
New Jersey
$76.7K +$61K +828 +387%
BONH
770
Bank of New Hampshire
New Hampshire
$74K
AWM
771
Ameliora Wealth Management
Switzerland
$73.6K
Federated Hermes
772
Federated Hermes
Pennsylvania
$70.2K +$70.3K +953 New
SCA
773
Stonebridge Capital Advisors
Minnesota
$68K +$52.2K +708 +329%
MWM
774
MinichMacGregor Wealth Management
New York
$65.2K +$65.3K +886 New
CBT
775
CoreFirst Bank & Trust
Kansas
$64.3K +$64.4K +873 New

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.