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iShares iBoxx $ High Yield Corporate Bond ETF

789 hedge funds and large institutions have $16.6B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 241 increasing their positions, 348 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.94% more ownership

Funds ownership: 125.35%131.29% (+5.9%)

8% less funds holding in top 10

Funds holding in top 10: 6459 (-5)

10% less funds holding

Funds holding: 877789 (-88)

10% less capital invested

Capital invested by funds: $18.5B → $16.6B (-$1.91B)

31% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 348

48% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 152

71% less call options, than puts

Call options by funds: $7.2B | Put options by funds: $25.2B

Holders
789
Holders Change
-88
Holders Change %
-10.03%
% of All Funds
13.29%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.99%
New
79
Increased
241
Reduced
348
Closed
152
Calls
$7.2B
Puts
$25.2B
Net Calls
-$18B
Net Calls Change
+$3.76B
Name Holding Trade Value Shares
Change
Change in
Stake
GL
201
Graypoint LLC
New York
$3.6M +$1.29M +16,600 +51%
NFG
202
Nations Financial Group
Iowa
$3.57M +$14.2K +183 +0.4%
SW
203
SVB Wealth
Massachusetts
$3.56M +$241K +3,098 +7%
AT
204
American Trust
Kentucky
$3.55M -$153K -1,974 -4%
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$3.55M -$319K -4,104 -8%
JWCA
206
J.W. Cole Advisors
Florida
$3.55M -$139K -1,793 -4%
ML
207
McAdam LLC
Pennsylvania
$3.5M -$1.31M -16,872 -26%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$3.49M +$1.28M +16,508 +54%
WTB
209
Washington Trust Bank
Washington
$3.47M +$2.9M +37,277 +378%
NSB
210
Norway Savings Bank
Maine
$3.46M +$4.51K +58 +0.1%
Fiera Capital (Canada)
211
Fiera Capital (Canada)
Quebec, Canada
$3.44M -$13K -167 -0.4%
CS
212
Comerica Securities
Michigan
$3.43M +$455K +5,852 +14%
SF
213
Summit Financial
New Jersey
$3.34M +$254K +3,264 +8%
GTAM
214
Global Trust Asset Management
Florida
$3.29M +$1.54M +19,861 +80%
RCAG
215
Rehmann Capital Advisory Group
Michigan
$3.28M -$401K -5,157 -10%
VWA
216
Visionary Wealth Advisors
Illinois
$3.28M -$220K -2,824 -6%
KWM
217
Kingsview Wealth Management
Oregon
$3.25M +$372K +4,787 +12%
AssetMark Inc
218
AssetMark Inc
California
$3.23M -$56.9M -732,338 -94%
AWMG
219
Alliance Wealth Management Group
New Jersey
$3.23M +$370K +4,760 +12%
CL
220
Choreo LLC
Illinois
$3.23M +$1.73M +22,288 +103%
Daiwa Securities Group
221
Daiwa Securities Group
Japan
$3.19M -$1.8M -23,100 -35%
RJT
222
Raymond James Trust
Florida
$3.08M -$148K -1,898 -4%
LFASL
223
Lugano Financial Advisors SA (LFA)
Switzerland
$3.07M +$354K +4,554 +12%
Bessemer Group
224
Bessemer Group
New Jersey
$3.06M +$551K +7,090 +21%
SYBT
225
Stock Yards Bank & Trust
Kentucky
$3.02M -$1.25M -16,138 -28%

HYG Hedge Fund Activity: Q2 2022 in Review

789 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q2 2022, worth a combined $16.6B — down 10% from $18.5B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of HYG and 79 opened new positions — a net loss of 73 holders — while 348 trimmed existing stakes and 241 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $402M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $516M sold.

  • 789 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q2 2022, down from 877 in Q1 2022.
  • Funds reported $16.6B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q2 2022, down 10% quarter-over-quarter.
  • 79 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q2 2022 and 152 closed out, a net change of -73 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q2 2022 was BNP Paribas Financial Markets, an estimated $402M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q2 2022 was Clark Capital Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q2 2022.