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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
SAM
826
Secure Asset Management
Michigan
-$553K -6,777 Closed
ACM
827
AlphaStar Capital Management
North Carolina
-$453K -5,448 Closed
ASC
828
Atalanta Sosnoff Capital
New York
-$408K -5,000 Closed
WS
829
Wela Strategies
Georgia
-$381K -4,662 Closed
PPW
830
Parcion Private Wealth
Washington
-$379K -4,579 Closed
WLIM
831
White Lighthouse Investment Management
Massachusetts
-$356K -4,363 Closed
BCM
832
Bluefin Capital Management
New York
-$328K -3,900 Closed
CAL
833
Capital Advisors Ltd
Ohio
-$311K -3,806 Closed
CF
834
Copperwynd Financial
Arizona
-$264K -3,232 Closed
VSWA
835
Vontobel Swiss Wealth Advisors
Switzerland
-$253K -3,100 Closed
CSIC
836
Clifford Swan Investment Counsel
California
-$245K -3,003 Closed
CL
837
CSS LLC
Illinois
-$245K -3,000 Closed
IP
838
Intellectus Partners
California
-$245K -3,000 Closed
PCP
839
Proficio Capital Partners
Massachusetts
-$245K -3,000 Closed
TIA
840
Traphagen Investment Advisors
New Jersey
-$217K -2,654 Closed
FC
841
Fusion Capital
South Carolina
-$216K -2,646 Closed
CWM
842
Cornerstone Wealth Management
Missouri
-$209K -2,566 Closed
HF
843
HRT Financial
New York
-$209K -2,566 Closed
NWP
844
Northstar Wealth Partners
Connecticut
-$209K -2,565 Closed
Koshinski Asset Management
845
Koshinski Asset Management
Illinois
-$204K -2,499 Closed
SWM
846
Segment Wealth Management
Texas
-$202K -2,476 Closed
AO
847
Advisor OS
Illinois
-$201K -2,466 Closed
VEA
848
Virtus ETF Advisers
New York
-$163K -2,003 Closed
PAIM
849
Punch & Associates Investment Management
Minnesota
-$135K -1,650 Closed
EP
850
Eudaimonia Partners
Tennessee
-$94K -1,151 Closed

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.