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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
AIA
151
Avalon Investment & Advisory
Texas
$9.52M -$358K -4,856 -4%
FMII
152
Farmers & Merchants Investments Inc
Nebraska
$9.46M -$370K -5,024 -4%
EC
153
Estate Counselors
Wisconsin
$9.43M +$9.44M +128,010 New
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$9.14M +$8.05M +109,211 +732%
SSA
155
Schonfeld Strategic Advisors
New York
$9.09M +$8.27M +112,242 +998%
AAS
156
Avantax Advisory Services
Texas
$9.05M +$4.5M +61,019 +98%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$9.02M -$1.02M -13,844 -10%
TPA
158
Trivium Point Advisory
Connecticut
$8.96M +$1.15M +15,537 +15%
WA
159
Waverly Advisors
Alabama
$8.71M +$7.78M +105,565 +830%
AG
160
Ascent Group
Virginia
$8.61M +$709K +9,618 +9%
Wolverine Trading
161
Wolverine Trading
Illinois
$8.55M +$8.56M +116,091 New
APC
162
Aristotle Pacific Capital
California
$8.49M -$417K -5,656 -27%
Sumitomo Mitsui Trust Group
163
Sumitomo Mitsui Trust Group
Japan
$8.48M +$287K +3,890 +3%
IUHSA
164
Itau Unibanco Holding S.A.
Brazil
$8.48M +$6.74M +91,413 +385%
CWM
165
CIBC World Markets
New York
$8.47M -$1.73M -23,496 -17%
EF
166
Empowered Funds
Pennsylvania
$8.4M +$8.41M +114,047 New
CS
167
Credit Suisse
Switzerland
$8.26M +$658K +8,931 +9%
JCM
168
Janney Capital Management
Pennsylvania
$8.26M -$193K -2,613 -2%
Verition Fund Management
169
Verition Fund Management
Connecticut
$8.26M -$6.06M -82,140 -42%
M&T Bank
170
M&T Bank
New York
$8.16M +$1.84M +24,939 +29%
American Century Companies
171
American Century Companies
Missouri
$8.05M +$7.07M +95,876 +715%
AIMC
172
Alley Investment Management Company
Illinois
$8M +$316K +4,289 +4%
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$7.98M -$2.06M -27,918 -20%
ATPW
174
Ashton Thomas Private Wealth
Arizona
$7.81M +$7.22M +97,920 +1,200%
Fisher Asset Management
175
Fisher Asset Management
Washington
$7.74M +$6.28M +85,215 +429%

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.