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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
CTC
801
Central Trust Company
Missouri
$36.2K +$811 +11 +2%
KHC
802
Koesten Hirschmann & Crabtree
Kansas
$35.3K +$35.4K +480 New
EA
803
Evolution Advisers
Virginia
$35K +$34.9K +473 +6,757%
SIS
804
Sound Income Strategies
Florida
$33.5K
BCMLT
805
Beacon Capital Management LLC (Tennessee)
Tennessee
$32K +$12.9K +175 +67%
FRA
806
Front Row Advisors
California
$32K
KC
807
Kenfarb & Co
Kentucky
$31.1K
CPG
808
Cornerstone Planning Group
New Jersey
$30.6K +$29.7K +403 New
BFEC
809
Benjamin F. Edwards & Company
Missouri
$30K -$5.31K -72 -15%
GJIA
810
Glass Jacobson Investment Advisors
Maryland
$29.9K +$29.9K +406 New
M
811
MOTCO
Texas
$29.4K -$68.7K -932 -70%
AWM
812
Accel Wealth Management
Iowa
$28.9K -$2.36K -32 -8%
WPA
813
West Paces Advisors
Georgia
$27.6K
GI
814
Gradient Investments
Minnesota
$27.3K -$18.4K -250 -40%
SFC
815
SYM Financial Corp
Indiana
$27.3K -$3.32K -45 -11%
SC
816
Stephens Consulting
Michigan
$26.5K
FA
817
Fiduciary Alliance
South Carolina
$25.9K +$25.9K +352 New
SL
818
Savior LLC
Massachusetts
$25.7K +$20.6K +280 +406%
IRC
819
Investors Research Corp
Georgia
$25K
KFI
820
Key Financial Inc
Pennsylvania
$23.8K
JGCM
821
Joseph Group Capital Management
Ohio
$23K +$22.9K +310 New
RA
822
Rise Advisors
New York
$22.8K +$442 +6 +2%
LWP
823
Lumature Wealth Partners
Georgia
$22.2K -$44.1K -598 -67%
WFA
824
Wells Financial Advisors
Massachusetts
$22.1K -$164K -2,230 -88%
RTC
825
Riverview Trust Company
Washington
$22K

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.