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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
DWMG
826
DB Wealth Management Group
California
$21.3K
CT
827
Cambridge Trust
Massachusetts
$21K -$60.9K -826 -75%
MWM
828
Mascoma Wealth Management
New Hampshire
$20.5K +$1.11K +15 +6%
GWANC
829
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.4K
HS
830
Horan Securities
United States
$19.8K -$6.63K -90 -25%
WWP
831
WR Wealth Planners
Missouri
$19.5K
HNWAG
832
High Net Worth Advisory Group
Florida
$18.6K
USCWA
833
U.S. Capital Wealth Advisors
Texas
$18.3K +$18.3K +248 New
BWM
834
Baystate Wealth Management
Massachusetts
$18K +$7.59K +103 +71%
KSWA
835
Kathleen S. Wright Associates
Pennsylvania
$18K +$18.2K +247 New
IFAM
836
Institutional & Family Asset Management
Colorado
$17.5K
AIC
837
Archer Investment Corporation
Indiana
$16.2K
IFA
838
Interactive Financial Advisors
Illinois
$15.8K
RFS
839
Retirement Financial Solutions
Tennessee
$15.8K +$15.8K +214 New
AAP
840
Arax Advisory Partners
Colorado
$15.5K +$1.47K +20 +11%
CSWM
841
Cassady Schiller Wealth Management
Ohio
$14.7K +$14.7K +200 New
MFT
842
Moisand Fitzgerald Tamayo
Florida
$14.7K +$14.7K +199 New
GWMI
843
Guardian Wealth Management (Illinois)
Illinois
$14.5K
HIA
844
Harbor Investment Advisory
Maryland
$13.8K
AA
845
Ancora Advisors
Ohio
$13K -$7.37K -100 -37%
CHA
846
Carmichael Hill & Associates
Maryland
$13K -$21.5K -291 -62%
AFG
847
Albion Financial Group
Utah
$11.4K +$11.4K +155 New
TSWM
848
Tyler-Stone Wealth Management
Ohio
$11K -$86K -1,166 -88%
KOMWMG
849
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$11K +$11.1K +150 New
PP
850
Pacifica Partners
Canada
$10.4K

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.