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iShares iBoxx $ High Yield Corporate Bond ETF

694 hedge funds and large institutions have $17.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 257 increasing their positions, 229 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 87

13% more capital invested

Capital invested by funds: $15.3B → $17.3B (+$2.02B)

12% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 229

11% more funds holding in top 10

Funds holding in top 10: 6673 (+7)

3% more funds holding

Funds holding: 673694 (+21)

16.37% less ownership

Funds ownership: 127.44%111.08% (-16%)

90% less call options, than puts

Call options by funds: $2.72B | Put options by funds: $26.6B

Holders
694
Holders Change
+21
Holders Change %
+3.12%
% of All Funds
15.02%
Holding in Top 10
73
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.61%
% of All Funds
1.58%
New
120
Increased
257
Reduced
229
Closed
87
Calls
$2.72B
Puts
$26.6B
Net Calls
-$23.9B
Net Calls Change
-$5.52B
Name Holding Trade Value Shares
Change
Change in
Stake
NR
176
Newfound Research
Massachusetts
$5.33M +$5.18M +61,010 +9,272%
BCI
177
Brinker Capital Investments
Pennsylvania
$5.18M -$389K -4,577 -7%
HCM
178
HMS Capital Management
Tennessee
$5.01M +$4.92M +57,950 New
UR
179
USCA RIA
Texas
$4.99M -$424K -4,992 -8%
HNB
180
Huntington National Bank
Ohio
$4.98M
Creative Planning
181
Creative Planning
Kansas
$4.95M +$133K +1,567 +3%
TF
182
TimeScale Financial
Massachusetts
$4.94M +$2.03M +23,908 +72%
RWG
183
Regal Wealth Group
California
$4.91M +$177K +2,088 +4%
PCIA
184
Prime Capital Investment Advisors
Kansas
$4.79M +$180K +2,117 +4%
MD
185
Money Design
Japan
$4.74M -$3.8M -44,785 -45%
SCA
186
Snowden Capital Advisors
New York
$4.67M +$751K +8,842 +20%
APA
187
American Portfolios Advisors
New York
$4.57M +$1.48M +17,400 +49%
RCAG
188
Rehmann Capital Advisory Group
Michigan
$4.51M +$4.4M +51,798 +14,428%
CWM
189
Cranbrook Wealth Management
Michigan
$4.49M +$234K +2,754 +6%
SWP
190
Stratos Wealth Partners
Ohio
$4.48M -$20.5K -241 -0.5%
HC
191
HNP Capital
New York
$4.48M -$470K -5,532 -10%
VRM
192
Vectors Research Management
New York
$4.48M -$361K -4,253 -8%
VV
193
Valentine Ventures
Oregon
$4.4M +$824K +9,700 +24%
MLM
194
Mount Lucas Management
Pennsylvania
$4.4M +$4.32M +50,855 New
WIA
195
Wealthstreet Investment Advisors
Texas
$4.36M +$85.9K +1,012 +2%
LGWM
196
Litman Gregory Wealth Management
California
$4.36M +$464K +5,470 +12%
VCM
197
Virtue Capital Management
Tennessee
$4.31M +$2.63M +30,917 +163%
JCM
198
Jacobi Capital Management
Pennsylvania
$4.29M +$12.1K +143 +0.3%
CWS
199
Cypress Wealth Services
California
$4.28M +$54.4K +641 +1%
CCM
200
Crabel Capital Management
California
$4.26M +$2.57M +30,279 +159%

HYG Hedge Fund Activity: Q1 2019 in Review

694 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2019, worth a combined $17.3B — up 13% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HYG positions and 87 closed out — a net gain of 33 holders — while 257 added to existing stakes and 229 trimmed.

The largest buyer was Prudential plc, adding an estimated $441M. The largest seller was Goldman Sachs, cutting an estimated $738M.

  • 694 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2019, up from 673 in Q4 2018.
  • Funds reported $17.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 120 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2019 and 87 closed out, a net change of +33 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2019 was Prudential plc, an estimated $441M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2019 was Goldman Sachs, an estimated $738M sold.

Based on aggregated 13F filings for Q1 2019.