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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
AWM
851
AllSquare Wealth Management
New York
$9.2K
EWA
852
EverSource Wealth Advisors
Alabama
$9.06K +$958 +13 +12%
BWL
853
Bogart Wealth LLC
Virginia
$9.06K -$11.1K -150 -55%
IWP
854
IAG Wealth Partners
Wisconsin
$8.47K
TFS
855
TrustCore Financial Services
Tennessee
$8.32K
OFG
856
Oxford Financial Group
Indiana
$8.1K
OLVIG
857
Oliver Lagore Vanvalin Investment Group
Michigan
$7.58K
MHR
858
Matthew Hamilton Rosenberg
$7.36K -$811 -11 -10%
GCM
859
Gables Capital Management
Florida
$7.36K
PWS
860
Paragon Wealth Strategies
Florida
$7.36K +$7.22K +98 +4,900%
FCA
861
Fortis Capital Advisors
Kansas
$7.36K +$7.37K +100 New
YC
862
Yarbrough Capital
Tennessee
$7.36K +$7.37K +100 New
BAM
863
Bellevue Asset Management
Washington
$7.35K
CPFP
864
Clear Perspectives Financial Planning
Ohio
$7.22K
MPCL
865
My Personal CFO LLC
Washington
$6.77K +$6.78K +92 New
SWM
866
Sugarloaf Wealth Management
Georgia
$6.69K
PFC
867
Phocas Financial Corp
California
$6.26K +$6.27K +85 New
C
868
Covestor
United Kingdom
$6K +$6.19K +84 New
BWA
869
BDO Wealth Advisors
Florida
$5.52K
TWM
870
Tradition Wealth Management
Minnesota
$5K -$7.81K -106 -62%
TCOV
871
Trust Company of Vermont
Vermont
$4.79K -$81.5K -1,105 -94%
BCPWM
872
Bradley & Co Private Wealth Management
Florida
$4.57K
AA
873
Addison Advisors
Vermont
$4.12K +$4.13K +56 New
BLC
874
Brown, Lisle/Cummings
Rhode Island
$3.39K
MIM
875
Macroview Investment Management
Maryland
$3.39K

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.