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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
USAA
101
United Services Automobile Association
Texas
$19.4M +$14.6M +173,785 +301%
AWM
102
AE Wealth Management
Kansas
$18.9M +$6.02M +71,553 +46%
SFSG
103
Sound Financial Strategies Group
Mississippi
$18.9M +$18.9M +225,085 New
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$18.7M +$5.6M +66,554 +43%
MIA
105
MainStreet Investment Advisors
Illinois
$18.6M +$5.51M +65,510 +42%
HHGC
106
Hunting Hill Global Capital
New York
$18.6M +$18.6M +221,368 New
SS
107
Simplicity Solutions
Minnesota
$18M +$7.29M +86,615 +68%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$18M +$15.3M +181,678 +555%
AIA
109
Avalon Investment & Advisory
Texas
$18M -$733K -8,708 -4%
AI
110
Atria Investments
North Carolina
$17.8M +$7.07M +83,991 +65%
RWP
111
RWA Wealth Partners
Massachusetts
$17.4M +$17.2M +204,390 +6,978%
Victory Capital Management
112
Victory Capital Management
Texas
$17.4M -$27.4M -325,851 -61%
FWIA
113
Fort Washington Investment Advisors
Ohio
$17.4M +$939K +11,154 +6%
PI
114
PFS Investments
Georgia
$17M +$2.53M +30,035 +17%
TCM
115
Twele Capital Management
Minnesota
$16.9M +$492K +5,840 +3%
Comerica Bank
116
Comerica Bank
Texas
$16.5M +$10.1M +119,622 +161%
FPGK
117
Financial Partners Group (Kansas)
Kansas
$16.4M +$1.04M +12,387 +7%
ETC
118
Exchange Traded Concepts
Oklahoma
$16.1M +$16.2M +192,073 New
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$16M -$825K -9,799 -5%
TF
120
TimeScale Financial
Massachusetts
$15.3M +$813K +9,654 +6%
Voloridge Investment Management
121
Voloridge Investment Management
Florida
$15.3M +$15.4M +182,526 New
SPC
122
Sigma Planning Corp
Michigan
$15.2M +$5.96M +70,839 +64%
NAM
123
NorthCoast Asset Management
Connecticut
$14.8M +$112K +1,328 +0.8%
FAAS
124
First Allied Advisory Services
California
$14.4M +$5.35M +63,572 +59%
IG
125
ING Group
Netherlands
$14.3M -$196M -2,330,000 -93%

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.