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iShares iBoxx $ High Yield Corporate Bond ETF

594 hedge funds and large institutions have $16.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 255 increasing their positions, 188 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 188

19% more capital invested

Capital invested by funds: $13.7B → $16.3B (+$2.6B)

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

1% more funds holding

Funds holding: 590594 (+4)

3% less funds holding in top 10

Funds holding in top 10: 7876 (-2)

79% less call options, than puts

Call options by funds: $2.35B | Put options by funds: $11.2B

169.17% less ownership

Funds ownership: 253.98%84.81% (-169%)

Holders
594
Holders Change
+4
Holders Change %
+0.68%
% of All Funds
14.81%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.89%
New
64
Increased
255
Reduced
188
Closed
56
Calls
$2.35B
Puts
$11.2B
Net Calls
-$8.81B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
76
Millennium Management
New York
$23.1M +$11.7M +132,112 +103%
MML Investors Services
77
MML Investors Services
Massachusetts
$22.7M +$5.57M +63,168 +33%
Calamos Advisors
78
Calamos Advisors
Illinois
$21.9M +$21.7M +246,350 New
RWP
79
RWA Wealth Partners
Massachusetts
$20.6M +$5.69M +64,497 +38%
RJA
80
Raymond James & Associates
Florida
$20.5M -$713K -8,077 -3%
IH
81
IFC Holdings
Florida
$20.4M +$2.65M +30,044 +15%
CFG
82
CNO Financial Group
Indiana
$20.1M +$20M +226,400 New
IA
83
IndexIQ Advisors
New York
$19.4M -$19.2M -217,557 -50%
BCIM
84
British Columbia Investment Management
British Columbia, Canada
$19.3M -$25.4M -288,000 -57%
SI
85
SII Investments
Wisconsin
$19.1M +$1.98M +22,431 +12%
Franklin Resources
86
Franklin Resources
California
$18.6M -$21.7M -245,792 -54%
HFA
87
High Falls Advisors
New York
$17.4M +$460K +5,213 +3%
NM
88
NWI Management
New York
$17.3M +$17.2M +195,000 New
ICOA
89
Investment Centers of America
North Dakota
$17.2M +$2.03M +23,051 +13%
BCM
90
Brigade Capital Management
New York
$17.2M +$13.8M +156,000 +411%
CAL
91
Capital Analysts LLC
Pennsylvania
$17.1M +$579K +6,563 +4%
SEI Investments
92
SEI Investments
Pennsylvania
$16.5M +$8.12M +92,036 +99%
Allianz Asset Management
93
Allianz Asset Management
Germany
$16.3M -$11.2M -126,548 -41%
TCM
94
Twele Capital Management
Minnesota
$16.1M
AUIM
95
Aegon USA Investment Management
Iowa
$15.5M
AIA
96
Avalon Investment & Advisory
Texas
$15.3M -$214K -2,422 -1%
Bessemer Group
97
Bessemer Group
New Jersey
$15.1M -$276K -3,124 -2%
CCWA
98
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.4M -$174K -1,973 -1%
CIA
99
Capital Investment Advisors
Georgia
$14.1M -$263K -2,984 -2%
QFA
100
Quattro Financial Advisors
Texas
$13.7M +$4.51M +51,057 +49%

HYG Hedge Fund Activity: Q3 2017 in Review

594 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2017, worth a combined $16.3B — up 19% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HYG positions and 56 closed out — a net gain of 8 holders — while 255 added to existing stakes and 188 trimmed.

The largest buyer was BlackRock, adding an estimated $645M. The largest seller was Strategic Investment Management, cutting an estimated $31.8B.

  • 594 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2017, up from 590 in Q2 2017.
  • Funds reported $16.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 64 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2017 and 56 closed out, a net change of +8 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $645M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2017 was Strategic Investment Management, an estimated $31.8B sold.

Based on aggregated 13F filings for Q3 2017.