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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
AW
776
Avion Wealth
Texas
$61K
CMANY
777
Capital Management Associates (New York)
New York
$58.9K +$59K +800 New
PFA
778
Pathway Financial Advisers
Indiana
$57.4K +$57.4K +779 New
PG
779
Pendal Group
Australia
$55.2K +$55.3K +750 New
CAL
780
Capital Advisors Ltd
Ohio
$55K -$55.3K -750 -50%
S
781
SignatureFD
Georgia
$54.1K +$221 +3 +0.4%
CWC
782
Carolinas Wealth Consulting
North Carolina
$49.7K +$49.8K +675 New
HCM
783
Hollencrest Capital Management
California
$49.5K +$49.5K +672 New
FDCDDQ
784
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.3K
NC
785
NinePointTwo Capital
California
$49K
LSA
786
Lansing Street Advisors
Pennsylvania
$48.6K +$958 +13 +2%
BA
787
Bellwether Advisors
Nebraska
$45.1K +$2.36K +32 +6%
CB
788
CNB Bank
Pennsylvania
$44.4K
FWM
789
Focused Wealth Management
New York
$44.3K +$221 +3 +0.5%
SWA
790
SOA Wealth Advisors
New York
$44.3K +$737 +10 +2%
AAG
791
Armstrong Advisory Group
Massachusetts
$42.4K +$42.5K +576 New
EWM
792
EPG Wealth Management
Georgia
$41.4K +$737 +10 +2%
MRC
793
Millburn Ridgefield Corp
New York
$41K -$178K -2,413 -81%
EWM
794
Endurance Wealth Management
Rhode Island
$39K
RG
795
Retirement Group
California
$39K +$35.5K +482 +927%
NSIM
796
North Star Investment Management
Illinois
$38.7K
MA
797
MCF Advisors
Kentucky
$38.6K -$221 -3 -0.6%
AC
798
AlphaCore Capital
California
$36.8K +$36.9K +500 New
CIA
799
Choate Investment Advisors
Massachusetts
$36.8K +$36.9K +500 New
DAM
800
Delta Asset Management
Tennessee
$36.4K +$36.5K +495 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.