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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
FA
201
FC Advisory
Pennsylvania
$5.77M +$92.3K +1,096 +2%
TCM
202
Telos Capital Management
California
$5.69M +$5.71M +67,830 New
CC
203
Covalis Capital
United Kingdom
$5.6M
BFC
204
Blue Fin Capital
Rhode Island
$5.58M +$95.3K +1,132 +2%
Fiera Capital (Canada)
205
Fiera Capital (Canada)
Quebec, Canada
$5.58M +$5.07M +60,269 +976%
NCM
206
Neumann Capital Management
California
$5.53M -$121K -1,438 -2%
BAAM
207
Baker Avenue Asset Management
California
$5.48M +$59.4K +706 +1%
Franklin Resources
208
Franklin Resources
California
$5.42M -$1.27M -15,116 -19%
CIR
209
Clear Investment Research
Georgia
$5.42M +$220K +2,618 +4%
PAM
210
Panagora Asset Management
Massachusetts
$5.4M +$155K +1,847 +3%
APA
211
American Portfolios Advisors
New York
$5.4M +$2.13M +25,277 +65%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$5.37M +$545K +6,480 +11%
BB
213
Bell Bank
North Dakota
$5.37M +$5.39M +64,035 New
PCIA
214
Prime Capital Investment Advisors
Kansas
$5.29M -$901K -10,703 -15%
OFG
215
Omega Financial Group
California
$5.14M +$109K +1,295 +2%
TPCW
216
TD Private Client Wealth
New York
$5.08M +$862K +10,241 +20%
OC
217
Oppenheimer & Co
New York
$5.08M +$1.38M +16,385 +37%
JG
218
Jefferies Group
New York
$5.07M +$5.08M +60,401 New
CWM
219
Cranbrook Wealth Management
Michigan
$5.07M +$450K +5,348 +10%
VA
220
Valmark Advisers
Ohio
$5.05M -$300K -3,565 -6%
BAM
221
Burgundy Asset Management
Ontario, Canada
$5.03M
GAMA
222
Graticule Asia Macro Advisors
New York
$5.03M +$5.05M +60,000 New
HCM
223
HMS Capital Management
Tennessee
$4.95M -$104K -1,239 -2%
BRWA
224
B. Riley Wealth Advisors
Florida
$4.93M +$3.84M +45,630 +343%
PAG
225
Private Advisor Group
New Jersey
$4.91M +$680K +8,078 +16%

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.