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iShares iBoxx $ High Yield Corporate Bond ETF

877 hedge funds and large institutions have $18.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 284 increasing their positions, 363 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

27.25% more ownership

Funds ownership: 98.1%125.35% (+27%)

8% less funds holding

Funds holding: 951877 (-74)

9% less capital invested

Capital invested by funds: $20.3B → $18.5B (-$1.81B)

18% less funds holding in top 10

Funds holding in top 10: 7864 (-14)

22% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 363

41% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 155

81% less call options, than puts

Call options by funds: $4.96B | Put options by funds: $26.7B

Holders
877
Holders Change
-74
Holders Change %
-7.78%
% of All Funds
13.83%
Holding in Top 10
64
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.95%
% of All Funds
1.01%
New
91
Increased
284
Reduced
363
Closed
155
Calls
$4.96B
Puts
$26.7B
Net Calls
-$21.8B
Net Calls Change
+$309K
Name Holding Trade Value Shares
Change
Change in
Stake
WFC
926
Western Financial Corp
California
-$1.87M -21,459 Closed
AIA
927
Arrow Investment Advisors
Maryland
-$1.85M -21,297 Closed
GCL
928
Glazer Capital LLC
New York
-$1.84M -21,205 Closed
VA
929
Verdad Advisers
Massachusetts
-$1.74M -20,000 Closed
CFAM
930
Center For Asset Management
Florida
-$1.72M -19,771 Closed
PP
931
Paloma Partners
Connecticut
-$1.6M -19,175 Closed
SAS
932
Sage Advisory Services
Texas
-$1.56M -17,983 Closed
BTWM
933
Baker Tilly Wealth Management
Wisconsin
-$1.41M -16,219 Closed
CWA
934
Centennial Wealth Advisory
Michigan
-$1.41M -16,148 Closed
DWA
935
Dorsey Wright & Associates
California
-$1.38M -15,903 Closed
NIPH
936
NN Investment Partners Holdings
Netherlands
-$1.36M -15,600 Closed
GP
937
Geneva Partners
Wisconsin
-$1.34M -15,362 Closed
FFC
938
Fure Financial Corporation
Minnesota
-$1.32M -15,175 Closed
JMF
939
Johnson Midwest Financial
Iowa
-$1.24M -14,883 -100%
TF
940
TIAA FSB
Florida
-$1.16M -13,356 Closed
LGWM
941
Litman Gregory Wealth Management
California
-$1.16M -13,314 Closed
CP
942
Covenant Partners
Tennessee
-$924K -10,619 Closed
SFSG
943
Sound Financial Strategies Group
Mississippi
-$921K -10,584 Closed
FFM
944
Fullerton Fund Management
Singapore
-$874K -10,040 Closed
ACS
945
Archford Capital Strategies
Illinois
-$850K -9,764 Closed
CRWM
946
Castle Rock Wealth Management
California
-$782K -9,147 Closed
LNWTC
947
Laird Norton Wetherby Trust Company
Washington
-$777K -8,932 Closed
1WM
948
1900 Wealth Management
Texas
-$766K -8,798 Closed
HHRDM
949
H&H Retirement Design & Management
Nevada
-$718K -8,632 Closed
PFG
950
Piershale Financial Group
Illinois
-$698K -8,020 Closed

HYG Hedge Fund Activity: Q1 2022 in Review

877 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2022, worth a combined $18.5B — down 8.9% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of HYG and 91 opened new positions — a net loss of 64 holders — while 363 trimmed existing stakes and 284 added.

The largest buyer was State of Wisconsin Investment Board, opening a new position worth an estimated $822M. The largest seller was Morgan Stanley, cutting an estimated $797M.

  • 877 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2022, down from 951 in Q4 2021.
  • Funds reported $18.5B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 91 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2022 and 155 closed out, a net change of -64 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2022 was State of Wisconsin Investment Board, an estimated $822M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $797M sold.

Based on aggregated 13F filings for Q1 2022.