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iShares iBoxx $ High Yield Corporate Bond ETF

694 hedge funds and large institutions have $17.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 257 increasing their positions, 229 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 87

13% more capital invested

Capital invested by funds: $15.3B → $17.3B (+$2.02B)

12% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 229

11% more funds holding in top 10

Funds holding in top 10: 6673 (+7)

3% more funds holding

Funds holding: 673694 (+21)

16.37% less ownership

Funds ownership: 127.44%111.08% (-16%)

90% less call options, than puts

Call options by funds: $2.72B | Put options by funds: $26.6B

Holders
694
Holders Change
+21
Holders Change %
+3.12%
% of All Funds
15.02%
Holding in Top 10
73
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.61%
% of All Funds
1.58%
New
120
Increased
257
Reduced
229
Closed
87
Calls
$2.72B
Puts
$26.6B
Net Calls
-$23.9B
Net Calls Change
-$5.52B
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
101
Bessemer Group
New Jersey
$15.7M +$6.51M +76,647 +73%
SPC
102
Sigma Planning Corp
Michigan
$15.6M +$2.49M +29,299 +19%
KC
103
Kepos Capital
New York
$15M -$3.37M -39,700 -19%
WSTAM
104
Wilbanks Smith & Thomas Asset Management
Virginia
$14.9M +$14.6M +172,432 New
AIA
105
Avalon Investment & Advisory
Texas
$14.5M +$366K +4,311 +3%
GFPC
106
Global Financial Private Capital
Florida
$14.5M +$8.8M +103,696 +163%
WS
107
Wela Strategies
Georgia
$14M +$13.7M +161,689 New
TCA
108
Tortoise Capital Advisors
Kansas
$13.9M +$13.7M +160,978 New
FTUS
109
Flow Traders U.S.
New York
$13.9M -$19.6M -230,903 -59%
TCM
110
Towercrest Capital Management
Pennsylvania
$13.9M +$13.6M +160,664 New
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.9M +$2.76M +32,520 +25%
PL
112
Protective Life
Alabama
$12.7M
CCWA
113
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.3M -$995K -11,719 -8%
Neuberger Berman Group
114
Neuberger Berman Group
New York
$12.2M +$410K +4,825 +4%
AAM
115
Autus Asset Management
Arizona
$12.2M +$273K +3,215 +2%
RQS
116
Ramsey Quantitative Systems
Kentucky
$11.9M +$1.57M +18,544 +16%
MNG
117
Manning & Napier Group
New York
$11.7M
RJA
118
Raymond James & Associates
Florida
$11.7M -$961K -11,316 -8%
RWP
119
RWA Wealth Partners
Massachusetts
$11.6M -$159K -1,877 -1%
Calamos Advisors
120
Calamos Advisors
Illinois
$11.2M
Axa
121
Axa
France
$10.9M +$204K +2,400 +2%
WPA
122
Winning Points Advisors
Florida
$10.5M -$170K -2,000 -2%
Squarepoint
123
Squarepoint
New York
$10.4M -$14.6M -171,427 -59%
LWM
124
Lenox Wealth Management
Ohio
$10.3M +$10.1M +119,019 +101,726%
AFA
125
American Financial Advisors
Georgia
$10.3M +$1.08M +12,718 +12%

HYG Hedge Fund Activity: Q1 2019 in Review

694 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2019, worth a combined $17.3B — up 13% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HYG positions and 87 closed out — a net gain of 33 holders — while 257 added to existing stakes and 229 trimmed.

The largest buyer was Prudential plc, adding an estimated $441M. The largest seller was Goldman Sachs, cutting an estimated $738M.

  • 694 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2019, up from 673 in Q4 2018.
  • Funds reported $17.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 120 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2019 and 87 closed out, a net change of +33 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2019 was Prudential plc, an estimated $441M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2019 was Goldman Sachs, an estimated $738M sold.

Based on aggregated 13F filings for Q1 2019.