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iShares iBoxx $ High Yield Corporate Bond ETF

594 hedge funds and large institutions have $16.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 255 increasing their positions, 188 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 188

19% more capital invested

Capital invested by funds: $13.7B → $16.3B (+$2.6B)

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

1% more funds holding

Funds holding: 590594 (+4)

3% less funds holding in top 10

Funds holding in top 10: 7876 (-2)

79% less call options, than puts

Call options by funds: $2.35B | Put options by funds: $11.2B

169.17% less ownership

Funds ownership: 253.98%84.81% (-169%)

Holders
594
Holders Change
+4
Holders Change %
+0.68%
% of All Funds
14.81%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.89%
New
64
Increased
255
Reduced
188
Closed
56
Calls
$2.35B
Puts
$11.2B
Net Calls
-$8.81B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
176
Amundi Asset Management US
Massachusetts
$5.59M
OIA
177
Optimum Investment Advisors
Illinois
$5.59M +$1.76K +20 +0%
FA
178
FC Advisory
Pennsylvania
$5.58M -$44.2K -501 -0.8%
AC
179
Alley Company
Illinois
$5.43M +$30.5K +346 +0.6%
FTS
180
Fifth Third Securities
Ohio
$5.27M +$266K +3,013 +5%
IF
181
IRON Financial
Illinois
$5.17M +$2.03M +23,010 +65%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$5.12M +$136K +1,537 +3%
M&T Bank
183
M&T Bank
New York
$5.11M +$2.96M +33,561 +140%
JCM
184
Jacobi Capital Management
Pennsylvania
$5.08M -$2.03K -23 -0%
FCIM
185
Fairview Capital Investment Management
California
$5.06M +$46.3K +525 +0.9%
NCM
186
Neumann Capital Management
California
$5.04M +$52.8K +598 +1%
RWG
187
Regal Wealth Group
California
$4.93M +$234K +2,657 +5%
IA
188
IFP Advisors
Florida
$4.82M -$99.4K -1,127 -2%
GLRA
189
Gerald L. Ray & Associates
Texas
$4.73M -$51.7K -586 -1%
NPC
190
National Planning Corporation
California
$4.65M +$986K +11,170 +27%
MD
191
Money Design
Japan
$4.55M +$4.52M +51,218 New
Comerica Bank
192
Comerica Bank
Texas
$4.5M +$258K +2,922 +6%
TAT
193
TD Ameritrade Trust
Colorado
$4.44M -$2.81M -31,877 -39%
WP
194
WealthSource Partners
California
$4.43M +$247K +2,802 +6%
SSG
195
Summit Securities Group
New York
$4.36M -$4.35M -49,300 -50%
PCM
196
Peak Capital Management
Colorado
$4.22M -$45K -510 -1%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$4.15M -$752K -8,519 -15%
RJT
198
Raymond James Trust
Florida
$4.11M +$20.4K +231 +0.5%
WWM
199
Willingdon Wealth Management
North Carolina
$4.08M +$1.85K +21 +0%
Principal Financial Group
200
Principal Financial Group
Iowa
$4.03M +$3M +34,000 +300%

HYG Hedge Fund Activity: Q3 2017 in Review

594 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2017, worth a combined $16.3B — up 19% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HYG positions and 56 closed out — a net gain of 8 holders — while 255 added to existing stakes and 188 trimmed.

The largest buyer was BlackRock, adding an estimated $645M. The largest seller was Strategic Investment Management, cutting an estimated $31.8B.

  • 594 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2017, up from 590 in Q2 2017.
  • Funds reported $16.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 64 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2017 and 56 closed out, a net change of +8 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $645M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2017 was Strategic Investment Management, an estimated $31.8B sold.

Based on aggregated 13F filings for Q3 2017.