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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
OAM
101
Oxford Asset Management
United Kingdom
$13.4M +$13.3M +150,552 New
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$13.3M -$3.22M -36,527 -20%
WRF
103
Waddell & Reed Financial
Kansas
$13.3M
CI Investments Inc
104
CI Investments Inc
Ontario, Canada
$13.3M
LA
105
Leonetti & Associates
Illinois
$12.9M +$25.5K +289 +0.2%
MCM
106
Makena Capital Management
California
$12.4M -$1.02M -11,518 -8%
EAM
107
Eagle Asset Management
Florida
$12.4M -$140K -1,590 -1%
CIR
108
Clear Investment Research
Georgia
$11.8M +$754K +8,547 +7%
DF
109
Donoghue Forlines
Massachusetts
$11.6M +$11.6M +131,005 New
Citadel Advisors
110
Citadel Advisors
Florida
$11.6M +$11.5M +130,798 New
MIS
111
Morningstar Investment Services
Illinois
$11.5M +$828K +9,381 +8%
AAM
112
Autus Asset Management
Arizona
$11.5M +$567K +6,420 +5%
MNA
113
Manning & Napier Advisors
New York
$11.4M
WPA
114
Winning Points Advisors
Florida
$11.4M +$2.1M +23,762 +23%
FAAS
115
First Allied Advisory Services
California
$11.3M -$717K -8,125 -6%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$11.2M +$11.1M +126,000 New
SPC
117
Sigma Planning Corp
Michigan
$10.7M +$1.36M +15,465 +15%
TFA
118
Transamerica Financial Advisors
Florida
$10.7M +$10.5M +118,905 +8,409%
BCM
119
Brookstone Capital Management
Illinois
$10.7M -$1.39M -15,761 -12%
HIM
120
Hanlon Investment Management
New Jersey
$10.6M +$10M +113,833 +1,977%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$10.6M -$840K -9,516 -7%
FCC
122
Florin Court Capital
United Kingdom
$10.6M +$150K +1,700 +1%
Axa
123
Axa
France
$10.2M +$191K +2,170 +2%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$10.2M -$3.53K -40 -0%
SRA
125
Summit Rock Advisors
New York
$10M -$2.1M -23,796 -17%

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.