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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
JSAM
951
J. Safra Asset Management
New York
-$52K -3,720 Closed
FAM
952
Flaharty Asset Management
Florida
-$264K -3,705 Closed
MWM
953
Mission Wealth Management
California
-$254K -3,555 Closed
AP
954
Americana Partners
Texas
-$227K -3,192 Closed
RWA
955
Redhawk Wealth Advisors
Minnesota
-$222K -3,113 Closed
JGC
956
J. Goldman & Co
New York
-$219K -3,066 Closed
HH
957
Hilltop Holdings
Texas
-$218K -3,060 Closed
WWM
958
Western Wealth Management
Colorado
-$211K -2,945 Closed
BFA
959
Beaumont Financial Advisors
Massachusetts
-$208K -2,920 Closed
MA
960
MUFG Americas
New York
-$153K -2,145 Closed
OC
961
Oakworth Capital
Alabama
-$75K -1,047 Closed
WWMSC
962
Wagner Wealth Management (South Carolina)
South Carolina
-$62K -873 Closed
CWA
963
Clearview Wealth Advisors
Oregon
-$59K -820 Closed
WAM
964
Worth Asset Management
Texas
-$54K -770 Closed
MAWCM
965
Mine & Arao Wealth Creation & Management
California
-$37K -518 Closed
LFA
966
Level Financial Advisors
New York
-$34K -483 Closed
PFT
967
Providence First Trust
Arizona
-$24K -335 Closed
CANY
968
Caxton Associates (New York)
New York
-$22.1K -300 Closed
SSG
969
Summit Securities Group
New York
-$21K -300 Closed
AIP
970
Almanack Investment Partners
Pennsylvania
-$21K -294 Closed
ACK
971
Andrew C. Karlinski
-$20K -281 Closed
UCB
972
United Community Bank
South Carolina
-$17.1K -240 Closed
HGERS
973
Householder Group Estate & Retirement Specialist
Arizona
-$15K -214 Closed
AFS
974
Annapolis Financial Services
Maryland
-$15K -210 Closed
LF
975
Lee Financial
Texas
-$15K -207 Closed

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.