We are live on ! Find out more
HYG icon

iShares iBoxx $ High Yield Corporate Bond ETF

782 hedge funds and large institutions have $23B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 336 increasing their positions, 220 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 220

33% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 78

4% more funds holding in top 10

Funds holding in top 10: 7275 (+3)

2.93% more ownership

Funds ownership: 85.49%88.42% (+2.9%)

3% more funds holding

Funds holding: 762782 (+20)

2% less capital invested

Capital invested by funds: $23.6B → $23B (-$582M)

73% less call options, than puts

Call options by funds: $5.35B | Put options by funds: $20B

Holders
782
Holders Change
+20
Holders Change %
+2.62%
% of All Funds
15.78%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.51%
New
104
Increased
336
Reduced
220
Closed
78
Calls
$5.35B
Puts
$20B
Net Calls
-$14.7B
Net Calls Change
-$3.24B
Name Holding Trade Value Shares
Change
Change in
Stake
BS
176
Banco Santander
Spain
$7.18M -$4.01M -47,588 -36%
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$7.11M -$44M -522,815 -86%
Sumitomo Mitsui Trust Group
178
Sumitomo Mitsui Trust Group
Japan
$7.03M +$2.42M +28,810 +52%
NAM
179
Nissay Asset Management
Japan
$6.93M +$2.41M +28,600 +53%
FAN
180
Financial Advisors Network
California
$6.92M +$632K +7,513 +10%
NAS
181
Nicolet Advisory Services
Wisconsin
$6.87M +$266K +3,160 +4%
CBT
182
Central Bank & Trust
Kentucky
$6.72M +$255K +3,031 +4%
SC
183
Scotia Capital
Ontario, Canada
$6.71M +$457K +5,432 +7%
Principal Financial Group
184
Principal Financial Group
Iowa
$6.68M +$6.34M +75,364 +1,751%
DFG
185
Delphi Financial Group
Delaware
$6.67M -$505K -6,000 -7%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$6.43M +$6.45M +76,676 New
CI
187
CX Institutional
Indiana
$6.36M +$2.32M +27,571 +57%
Creative Planning
188
Creative Planning
Kansas
$6.3M -$5.23M -62,159 -45%
Bank Julius Baer & Co
189
Bank Julius Baer & Co
Switzerland
$6.28M -$3.15M -37,479 -33%
TW
190
Towerpoint Wealth
California
$6.28M +$48.1K +572 +0.8%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$6.27M -$318K -3,775 -5%
G
192
Gainplan
Michigan
$6.21M +$116K +1,376 +2%
CAG
193
Csenge Advisory Group
Florida
$6.19M +$5.81M +69,014 +1,537%
DWM
194
Darwin Wealth Management
Florida
$6.17M +$410K +4,872 +7%
Bessemer Group
195
Bessemer Group
New Jersey
$6.07M +$64.6K +768 +1%
CWM
196
Chesapeake Wealth Management
Virginia
$5.96M +$66.8K +794 +1%
Mirae Asset Global Investments
197
Mirae Asset Global Investments
South Korea
$5.95M -$371K -4,413 -6%
HHRDM
198
H&H Retirement Design & Management
Nevada
$5.91M +$1.92M +22,808 +48%
IA
199
IFP Advisors
Florida
$5.81M +$3.99M +47,373 +216%
SIA
200
Strategic Investment Advisors
Michigan
$5.79M +$885K +10,513 +18%

HYG Hedge Fund Activity: Q3 2020 in Review

782 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2020, worth a combined $23B — down 2.5% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new HYG positions and 78 closed out — a net gain of 26 holders — while 336 added to existing stakes and 220 trimmed.

The largest buyer was BlackRock, adding an estimated $1.09B. The largest seller was Barclays, cutting an estimated $1.51B.

  • 782 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2020, up from 762 in Q2 2020.
  • Funds reported $23B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2020, down 2.5% quarter-over-quarter.
  • 104 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2020 and 78 closed out, a net change of +26 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $1.09B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2020 was Barclays, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2020.