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iShares iBoxx $ High Yield Corporate Bond ETF

929 hedge funds and large institutions have $19.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 362 increasing their positions, 334 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.99% more ownership

Funds ownership: 119.74%128.74% (+9%)

8% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 334

1% more capital invested

Capital invested by funds: $19.4B → $19.5B (+$114M)

5% less funds holding

Funds holding: 983929 (-54)

10% less funds holding in top 10

Funds holding in top 10: 6357 (-6)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

78% less call options, than puts

Call options by funds: $8.4B | Put options by funds: $38.6B

Holders
929
Holders Change
-54
Holders Change %
-5.49%
% of All Funds
12.45%
Holding in Top 10
57
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.52%
% of All Funds
0.76%
New
72
Increased
362
Reduced
334
Closed
104
Calls
$8.4B
Puts
$38.6B
Net Calls
-$30.2B
Net Calls Change
-$14.9B
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$11.1M -$1.54M -19,464 -12%
HCC
127
Hirtle Callaghan & Co
Pennsylvania
$10.9M
AIMC
128
Alley Investment Management Company
Illinois
$10.9M -$10.5K -132 -0.1%
REAM
129
Ripple Effect Asset Management
New York
$10.9M -$952K -12,000 -8%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$10.9M +$302K +3,808 +3%
PP
131
Paloma Partners
Connecticut
$10.7M +$5.91M +74,475 +123%
WAM
132
Worth Asset Management
Texas
$10.6M +$10.3M +129,788 +2,827%
MG
133
Marex Group
$10.2M -$18.8M -236,616 -65%
Lido Advisors
134
Lido Advisors
California
$10.1M +$8.98M +113,148 +739%
FTUS
135
Flow Traders U.S.
New York
$10.1M -$5.05M -63,628 -33%
Sumitomo Mitsui Trust Group
136
Sumitomo Mitsui Trust Group
Japan
$9.6M +$365K +4,600 +4%
MA
137
Mutual Advisors
Nebraska
$9.22M -$681K -8,583 -7%
Cerity Partners
138
Cerity Partners
New York
$8.85M -$645K -8,131 -7%
Verition Fund Management
139
Verition Fund Management
Connecticut
$8.77M -$29.2M -368,170 -77%
Capstone Investment Advisors
140
Capstone Investment Advisors
New York
$8.76M +$8.82M +111,100 +11,110,000%
WA
141
Wealthstar Advisors
Texas
$8.69M -$5.67M -71,389 -39%
DMC
142
DSC Meridian Capital
New York
$8.67M +$8.72M +109,869 New
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$8.57M
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$8.54M +$7.54M +94,948 +716%
BS
145
Banco Santander
Spain
$8.53M +$5.36M +67,500 +166%
PFMU
146
Privium Fund Management (UK)
United Kingdom
$8.51M -$153K -1,930 -2%
Corient Private Wealth
147
Corient Private Wealth
Florida
$8.47M +$20.9K +263 +0.2%
JSAM
148
J. Safra Asset Management
New York
$8.32M +$469K +5,906 +6%
Bank of New York Mellon
149
Bank of New York Mellon
New York
$8.31M +$2.1M +26,520 +34%
HH
150
Hilltop Holdings
Texas
$8.25M +$454K +5,719 +6%

HYG Hedge Fund Activity: Q1 2025 in Review

929 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2025, worth a combined $19.5B — up 0.59% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HYG and 72 opened new positions — a net loss of 32 holders — while 334 trimmed existing stakes and 362 added.

The largest buyer was Morgan Stanley, adding an estimated $859M. The largest seller was Jefferies Financial Group, cutting an estimated $158M.

  • 929 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2025, down from 983 in Q4 2024.
  • Funds reported $19.5B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2025, up 0.59% quarter-over-quarter.
  • 72 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2025 and 104 closed out, a net change of -32 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2025 was Morgan Stanley, an estimated $859M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2025 was Jefferies Financial Group, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2025.