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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
PMA
101
Prudent Man Advisors
Illinois
$18.5M +$2.45M +33,191 +15%
AWS
102
Atria Wealth Solutions
New York
$18.4M +$9.15M +124,084 +99%
GW
103
GW & Wade
Massachusetts
$18.2M +$15.4M +209,133 +552%
HMH
104
Hackensack Meridian Health
New Jersey
$18M
OCM
105
One Capital Management
California
$17.9M +$14M +189,745 +359%
PFA
106
Pure Financial Advisors
California
$17.7M +$546K +7,403 +3%
LMGAM
107
Liberty Mutual Group Asset Management
Massachusetts
$17.5M
RJFSA
108
Raymond James Financial Services Advisors
Florida
$17.4M +$653K +8,852 +4%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$17.4M +$4.61M +62,521 +36%
Fidelity International
110
Fidelity International
Bermuda
$17.3M -$900K -12,212 -5%
TCM
111
Twele Capital Management
Minnesota
$16.9M +$120K +1,625 +0.7%
Cerity Partners
112
Cerity Partners
New York
$16.6M +$1.74M +23,646 +12%
TF
113
TimeScale Financial
Massachusetts
$16.4M
TC
114
TownSquare Capital
Utah
$16.2M +$15.5M +210,485 +2,360%
CI
115
CX Institutional
Indiana
$16.1M +$1.09M +14,803 +7%
Principal Financial Group
116
Principal Financial Group
Iowa
$15.7M -$8.88M -120,423 -36%
Rafferty Asset Management
117
Rafferty Asset Management
New York
$15.6M +$15.3M +207,895 +5,133%
BI
118
Bramshill Investments
Florida
$15.2M +$15.2M +205,877 New
PAS
119
Park Avenue Securities
New York
$14.9M +$4.88M +66,261 +48%
KHLMTHM
120
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$14.8M
AAS
121
Annex Advisory Services
Wisconsin
$14.6M +$13.6M +183,862 +1,224%
HNB
122
Huntington National Bank
Ohio
$14.2M
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$14.1M -$25.5M -345,441 -64%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$14M +$5.59M +75,819 +67%
OIA
125
OneDigital Investment Advisors
Kansas
$13.9M -$3.78M -51,322 -21%

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.