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iShares iBoxx $ High Yield Corporate Bond ETF

885 hedge funds and large institutions have $25.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 365 increasing their positions, 223 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 73

64% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 223

15% more funds holding in top 10

Funds holding in top 10: 7586 (+11)

13% more funds holding

Funds holding: 782885 (+103)

11.01% more ownership

Funds ownership: 88.42%99.43% (+11%)

11% more capital invested

Capital invested by funds: $23B → $25.5B (+$2.48B)

65% less call options, than puts

Call options by funds: $7.39B | Put options by funds: $20.8B

Holders
885
Holders Change
+103
Holders Change %
+13.17%
% of All Funds
15.66%
Holding in Top 10
86
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.67%
% of All Funds
1.52%
New
188
Increased
365
Reduced
223
Closed
73
Calls
$7.39B
Puts
$20.8B
Net Calls
-$13.4B
Net Calls Change
+$1.24B
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
201
Teachers Retirement System of the State of Kentucky
Kentucky
$7.39M
NAS
202
Nicolet Advisory Services
Wisconsin
$7.39M +$237K +2,767 +3%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$7.37M +$659K +7,697 +10%
NAM
204
Nissay Asset Management
Japan
$7.28M +$63.4K +740 +0.9%
SC
205
Scotia Capital
Ontario, Canada
$7.25M +$261K +3,048 +4%
FAN
206
Financial Advisors Network
California
$7.23M +$34.3K +401 +0.5%
SW
207
SVB Wealth
Massachusetts
$7.21M +$2.11M +24,610 +42%
CI
208
CX Institutional
Indiana
$7.01M +$384K +4,489 +6%
MWP
209
Madison Wealth Partners
Wisconsin
$6.97M +$6.84M +79,881 New
PAG
210
Private Advisor Group
New Jersey
$6.97M +$1.82M +21,242 +36%
CBT
211
Central Bank & Trust
Kentucky
$6.95M -$46.1K -539 -0.7%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$6.87M +$6.73M +78,660 New
TPCW
213
TD Private Client Wealth
New York
$6.81M +$1.5M +17,472 +29%
PWPCM
214
Perella Weinberg Partners Capital Management
New York
$6.8M -$3.78M -44,184 -36%
TW
215
Towerpoint Wealth
California
$6.72M +$190K +2,218 +3%
IA
216
IFP Advisors
Florida
$6.71M +$642K +7,498 +11%
Franklin Resources
217
Franklin Resources
California
$6.52M +$867K +10,121 +16%
MWM
218
Moulton Wealth Management
Washington
$6.47M +$6.38M +74,493 New
DWM
219
Darwin Wealth Management
Florida
$6.33M -$80.2K -937 -1%
PRS
220
Pinkerton Retirement Specialists
Idaho
$6.32M +$2.3M +26,835 +59%
CAG
221
Csenge Advisory Group
Florida
$6.28M -$133K -1,551 -2%
FA
222
FC Advisory
Pennsylvania
$6.27M +$260K +3,037 +4%
BWCS
223
Beirne Wealth Consulting Services
Connecticut
$6.21M +$1.41M +16,485 +30%
CIR
224
Clear Investment Research
Georgia
$6.14M +$492K +5,742 +9%
BFC
225
Blue Fin Capital
Rhode Island
$6.14M +$329K +3,837 +6%

HYG Hedge Fund Activity: Q4 2020 in Review

885 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2020, worth a combined $25.5B — up 11% from $23B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new HYG positions and 73 closed out — a net gain of 115 holders — while 365 added to existing stakes and 223 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $856M. The largest seller was Bank of America, cutting an estimated $714M.

  • 885 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2020, up from 782 in Q3 2020.
  • Funds reported $25.5B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 188 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2020 and 73 closed out, a net change of +115 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2020 was Moore Capital Management, an estimated $856M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2020 was Bank of America, an estimated $714M sold.

Based on aggregated 13F filings for Q4 2020.