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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
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$32M +$2.17M +29,465 +7%
Macquarie Group
77
Macquarie Group
Australia
$30.9M
I
78
INVST
Indiana
$30.7M +$29.7M +402,472 New
UCFA
79
United Capital Financial Advisors
Texas
$30.3M -$1.92M -26,088 -6%
Allianz Asset Management
80
Allianz Asset Management
Germany
$29.5M -$413K -5,600 -1%
Truist Financial
81
Truist Financial
North Carolina
$27M +$654K +8,867 +2%
MAMNY
82
Marathon Asset Management (New York)
New York
$26.2M +$26.2M +355,322 New
HSBC Holdings
83
HSBC Holdings
United Kingdom
$26M +$2.67M +36,206 +11%
CGA
84
Crescent Grove Advisors
Illinois
$25.7M +$25.8M +349,564 New
AWM
85
AE Wealth Management
Kansas
$25.6M +$13.7M +186,448 +116%
URS
86
Utah Retirement Systems
Utah
$25.6M
IWS
87
Insight Wealth Strategies
California
$25.2M +$486K +6,586 +2%
WA
88
Wealthstar Advisors
Texas
$23.9M -$27.4K -372 -0.1%
CAG
89
Csenge Advisory Group
Florida
$22.9M +$18.1M +245,894 +378%
NYLIM
90
New York Life Investment Management
New York
$22.5M +$21.9M +296,635 +3,479%
FSA
91
Financial Services Advisory
Maryland
$22.5M +$22.5M +305,118 New
MIFH
92
Migdal Insurance & Financial Holdings
Israel
$22.2M +$22.1M +300,430 +55,635%
AIMU
93
Allianz Investment Management US
Minnesota
$22.1M
WJA
94
Willis Johnson & Associates
Texas
$22.1M +$576K +7,818 +3%
RJA
95
Raymond James & Associates
Florida
$20.8M +$6.13M +83,170 +42%
SCM
96
Shenkman Capital Management
New York
$20.8M +$25.1M +340,000 New
Bank Julius Baer & Co
97
Bank Julius Baer & Co
Switzerland
$19.4M +$12.6M +171,586 +186%
MMRF
98
Michelson Medical Research Foundation
California
$18.8M +$18.8M +255,130 New
Mitsubishi UFJ Trust & Banking
99
Mitsubishi UFJ Trust & Banking
Japan
$18.7M +$18.7M +254,320 New
Massachusetts Financial Services
100
Massachusetts Financial Services
Massachusetts
$18.6M

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.