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iShares iBoxx $ High Yield Corporate Bond ETF

782 hedge funds and large institutions have $23B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 336 increasing their positions, 220 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 220

33% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 78

4% more funds holding in top 10

Funds holding in top 10: 7275 (+3)

2.93% more ownership

Funds ownership: 85.49%88.42% (+2.9%)

3% more funds holding

Funds holding: 762782 (+20)

2% less capital invested

Capital invested by funds: $23.6B → $23B (-$582M)

73% less call options, than puts

Call options by funds: $5.35B | Put options by funds: $20B

Holders
782
Holders Change
+20
Holders Change %
+2.62%
% of All Funds
15.78%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.51%
New
104
Increased
336
Reduced
220
Closed
78
Calls
$5.35B
Puts
$20B
Net Calls
-$14.7B
Net Calls Change
-$3.24B
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$28.8M +$2.07M +24,644 +8%
AIMCA
77
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$28.4M -$107M -1,267,000 -79%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$27.9M -$17.7M -209,881 -39%
WRF
79
Waddell & Reed Financial
Kansas
$27.6M -$7.13M -84,675 -20%
CIBC Asset Management
80
CIBC Asset Management
Ontario, Canada
$27M +$1.69M +20,118 +7%
SRA
81
Summit Rock Advisors
New York
$26.4M +$11.2M +133,374 +74%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$26.2M +$38.3K +455 +0.1%
RJA
83
Raymond James & Associates
Florida
$25.6M +$1.65M +19,564 +7%
KHLMTHM
84
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$25.4M +$8.52M +101,202 +50%
NPGCU
85
Napier Park Global Capital (US)
New York
$25.3M +$25.4M +302,000 New
American Century Companies
86
American Century Companies
Missouri
$25.2M -$736K -8,741 -3%
FSA
87
Financial Services Advisory
Maryland
$24.9M +$16K +190 +0.1%
CI Investments Inc
88
CI Investments Inc
Ontario, Canada
$24.3M -$42.6M -506,100 -64%
NI
89
NYL Investors
New York
$24.3M
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$23.8M
IWS
91
Insight Wealth Strategies
California
$23.5M +$13.7M +162,191 +138%
SMFG
92
Sumitomo Mitsui Financial Group
Japan
$23.4M +$5.69M +67,561 +32%
TF
93
TIAA FSB
Florida
$23.1M +$2.87M +34,042 +14%
ATPW
94
Ashton Thomas Private Wealth
Arizona
$21.8M +$21.9M +260,137 New
MIS
95
Morningstar Investment Services
Illinois
$21.8M -$2.04M -24,296 -9%
BPCM
96
Beach Point Capital Management
California
$21.4M -$79.8M -947,502 -79%
ACI
97
AMP Capital Investors
Australia
$20.8M +$4.84M +57,484 +30%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$20.7M +$4.1M +48,723 +25%
PI
99
PineBridge Investments
New York
$20.2M +$7.49M +89,004 +59%
CAI
100
Capital Advisors Inc
Oklahoma
$20.1M +$798K +9,477 +4%

HYG Hedge Fund Activity: Q3 2020 in Review

782 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2020, worth a combined $23B — down 2.5% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new HYG positions and 78 closed out — a net gain of 26 holders — while 336 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $1.09B. The largest seller was Barclays, cutting an estimated $1.51B.

  • 782 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2020, up from 762 in Q2 2020.
  • Funds reported $23B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2020, down 2.5% quarter-over-quarter.
  • 104 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2020 and 78 closed out, a net change of +26 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $1.09B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2020 was Barclays, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2020.