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iShares iBoxx $ High Yield Corporate Bond ETF

929 hedge funds and large institutions have $19.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 362 increasing their positions, 334 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.99% more ownership

Funds ownership: 119.74%128.74% (+9%)

8% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 334

1% more capital invested

Capital invested by funds: $19.4B → $19.5B (+$114M)

5% less funds holding

Funds holding: 983929 (-54)

10% less funds holding in top 10

Funds holding in top 10: 6357 (-6)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

78% less call options, than puts

Call options by funds: $8.4B | Put options by funds: $38.6B

Holders
929
Holders Change
-54
Holders Change %
-5.49%
% of All Funds
12.45%
Holding in Top 10
57
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.52%
% of All Funds
0.76%
New
72
Increased
362
Reduced
334
Closed
104
Calls
$8.4B
Puts
$38.6B
Net Calls
-$30.2B
Net Calls Change
-$14.9B
Name Holding Trade Value Shares
Change
Change in
Stake
RCS
951
Retirement Capital Strategies
California
-$3.61M -45,911 Closed
TCG
952
Transcendent Capital Group
Oklahoma
-$3.37M -42,807 Closed
CC
953
Carlson Capital
Texas
-$3.17M -40,000 Closed
CF
954
Copperwynd Financial
Arizona
-$2.72M -34,594 Closed
Principal Financial Group
955
Principal Financial Group
Iowa
-$2.12M -27,000 Closed
WWA
956
Wealth Watch Advisors
Colorado
-$2.04M -25,976 Closed
CWA
957
Clarus Wealth Advisors
Arizona
-$1.97M -25,058 Closed
GCM
958
Granby Capital Management
Florida
-$1.97M -25,000 Closed
CCA
959
Cadent Capital Advisors
Oklahoma
-$1.95M -24,801 Closed
VEA
960
Virtus ETF Advisers
New York
-$1.92M -24,465 Closed
SCM
961
Sheridan Capital Management
California
-$1.84M -23,358 Closed
Group One Trading
962
Group One Trading
Illinois
-$1.61M -20,510 Closed
CFGS
963
Concourse Financial Group Securities
Alabama
-$1.6M -20,152 Closed
AIC
964
Anthracite Investment Company
Texas
-$1.57M -20,000 Closed
Aberdeen Group
965
Aberdeen Group
United Kingdom
-$1.55M -19,700 Closed
SHJ
966
Sharkey, Howes & Javer
Colorado
-$1.54M -19,528 Closed
NMC
967
Nine Masts Capital
Hong Kong
-$1.49M -18,972 Closed
DILH
968
Dai-ichi Life Holdings
Japan
-$1.41M -18,000 Closed
BCC
969
Bain Capital Credit
Massachusetts
-$1.28M -16,234 Closed
TCMP
970
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$1.25M -15,920 Closed
ACP
971
Aveo Capital Partners
Colorado
-$1.15M -14,650 Closed
SW
972
SVB Wealth
Massachusetts
-$1.11M -14,152 Closed
BAM
973
BTS Asset Management
Massachusetts
-$1.09M -13,837 Closed
CF
974
Centaurus Financial
California
-$1.09M -13,837 Closed
SAM
975
Strive Asset Management
Ohio
-$1M -12,715 Closed

HYG Hedge Fund Activity: Q1 2025 in Review

929 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2025, worth a combined $19.5B — up 0.59% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HYG and 72 opened new positions — a net loss of 32 holders — while 334 trimmed existing stakes and 362 added.

The largest buyer was Morgan Stanley, adding an estimated $859M. The largest seller was Jefferies Financial Group, cutting an estimated $158M.

  • 929 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2025, down from 983 in Q4 2024.
  • Funds reported $19.5B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2025, up 0.59% quarter-over-quarter.
  • 72 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2025 and 104 closed out, a net change of -32 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2025 was Morgan Stanley, an estimated $859M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2025 was Jefferies Financial Group, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2025.