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iShares iBoxx $ High Yield Corporate Bond ETF

877 hedge funds and large institutions have $18.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 284 increasing their positions, 363 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

27.25% more ownership

Funds ownership: 98.1%125.35% (+27%)

8% less funds holding

Funds holding: 951877 (-74)

9% less capital invested

Capital invested by funds: $20.3B → $18.5B (-$1.81B)

18% less funds holding in top 10

Funds holding in top 10: 7864 (-14)

22% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 363

41% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 155

81% less call options, than puts

Call options by funds: $4.96B | Put options by funds: $26.7B

Holders
877
Holders Change
-74
Holders Change %
-7.78%
% of All Funds
13.83%
Holding in Top 10
64
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-17.95%
% of All Funds
1.01%
New
91
Increased
284
Reduced
363
Closed
155
Calls
$4.96B
Puts
$26.7B
Net Calls
-$21.8B
Net Calls Change
+$309K
Name Holding Trade Value Shares
Change
Change in
Stake
VRM
1001
Vectors Research Management
New York
-$102K -1,174 Closed
AAM
1002
Advisors Asset Management
Colorado
-$73K -834 Closed
DAM
1003
Delta Asset Management
Tennessee
-$50K -571 Closed
FFG
1004
Ford Financial Group
California
-$45 -526 Closed
ACM
1005
Absolute Capital Management
Pennsylvania
-$38.5K -443 Closed
MP
1006
McDonald Partners
Ohio
-$38.5K -443 Closed
EW
1007
Evoke Wealth
California
-$33K -375 Closed
TC
1008
Telemus Capital
Michigan
-$28.4K -340 Closed
CCMW
1009
Cypress Capital Management (Wyoming)
Wyoming
-$20K -235 Closed
SMA
1010
Sage Mountain Advisors
Georgia
-$20K -233 Closed
MIM
1011
MTM Investment Management
South Carolina
-$20K -230 Closed
CSWM
1012
Cassady Schiller Wealth Management
Ohio
-$17K -200 Closed
RPCONE
1013
Retirement Planning Company of New England
Rhode Island
-$17K -200 Closed
SFM
1014
Signet Financial Management
New Jersey
-$15K -169 Closed
UFF
1015
USA Financial Formulas
Michigan
-$13K -155 Closed
CWS
1016
Confluence Wealth Services
Pennsylvania
-$11K -135 Closed
FPWM
1017
FSB Premier Wealth Management
Iowa
-$10K -125 Closed
AII
1018
AGF Investments Inc
Ontario, Canada
-$10K -116 Closed
AHIA
1019
Andrew Hill Investment Advisors
Florida
-$9K -111 Closed
OAJ
1020
Ogorek Anthony Joseph
New York
-$8K -92 Closed
SFPG
1021
Stonebridge Financial Planning Group
Florida
-$5K -60 Closed
GC
1022
Gould Capital
Washington
-$5K -55 Closed
ADL
1023
Asset Dedication LLC
California
-$3K -38 Closed
SF
1024
SBK Financial
Virginia
-$3K -33 Closed
TWA
1025
TCI Wealth Advisors
Arizona
-$3K -33 Closed

HYG Hedge Fund Activity: Q1 2022 in Review

877 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2022, worth a combined $18.5B — down 8.9% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of HYG and 91 opened new positions — a net loss of 64 holders — while 363 trimmed existing stakes and 284 added.

The largest buyer was State of Wisconsin Investment Board, opening a new position worth an estimated $822M. The largest seller was Morgan Stanley, cutting an estimated $797M.

  • 877 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2022, down from 951 in Q4 2021.
  • Funds reported $18.5B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 91 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2022 and 155 closed out, a net change of -64 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2022 was State of Wisconsin Investment Board, an estimated $822M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $797M sold.

Based on aggregated 13F filings for Q1 2022.