We are live on ! Find out more
HYG icon

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
CA
201
Cetera Advisors
Colorado
$4M +$222K +2,521 +6%
SWP
202
Stratos Wealth Partners
Ohio
$3.97M -$1.32M -14,949 -25%
ASN
203
Advisory Services Network
Georgia
$3.9M +$242K +2,743 +7%
AWM
204
AE Wealth Management
Kansas
$3.88M -$1.9M -21,489 -33%
EDRIA
205
Edmonds Duncan Registered Investment Advisors
Kansas
$3.85M +$3.89M +44,116 New
LNC
206
Lincoln National Corp
Pennsylvania
$3.83M +$580K +6,569 +18%
GWM
207
Graybill Wealth Management
Illinois
$3.8M +$2.65K +30 +0.1%
PCM
208
Prelude Capital Management
New York
$3.77M -$6.07M -68,744 -62%
PSW
209
Portfolio Strategies (Washington)
Washington
$3.71M -$6.26K -71 -0.2%
CG
210
Cutler Group
California
$3.69M +$2.58M +29,238 +236%
SIAM
211
Sterling Investment Advisors (Missouri)
Missouri
$3.68M +$198K +2,247 +6%
SAM
212
SignalPoint Asset Management
Missouri
$3.66M -$3.59M -40,699 -50%
DWM
213
Dakota Wealth Management
Florida
$3.62M -$65K -737 -2%
BFG
214
Beacon Financial Group
Texas
$3.56M +$30.2K +342 +0.9%
NIMI
215
Natixis Investment Managers International
France
$3.54M
PCIG
216
Partners Capital Investment Group
Massachusetts
$3.53M +$2.04M +23,112 +139%
FAN
217
Financial Advisors Network
California
$3.47M +$28.1K +319 +0.8%
CAG
218
Csenge Advisory Group
Florida
$3.39M +$3.37M +38,190 New
WI
219
WrapManager Inc
California
$3.23M +$71.7K +813 +2%
FFS
220
Founders Financial Securities
Maryland
$3.22M +$303K +3,438 +10%
HCM
221
HMS Capital Management
Tennessee
$3.14M +$56.2K +637 +2%
PI
222
PineBridge Investments
New York
$3.11M +$3.09M +35,000 New
SXL
223
Summit X LLC
Missouri
$3.08M +$172K +1,948 +6%
GG
224
Gofen & Glossberg
Illinois
$3.02M +$1.15K +13 +0%
NPGCU
225
Napier Park Global Capital (US)
New York
$3.02M

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.