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iShares iBoxx $ High Yield Corporate Bond ETF

896 hedge funds and large institutions have $19B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 300 increasing their positions, 274 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 89

37% more capital invested

Capital invested by funds: $13.9B → $19B (+$5.08B)

20% more funds holding in top 10

Funds holding in top 10: 6578 (+13)

15% more funds holding

Funds holding: 782896 (+114)

9% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 274

6.62% less ownership

Funds ownership: 120.4%113.78% (-6.6%)

62% less call options, than puts

Call options by funds: $7.06B | Put options by funds: $18.7B

Holders
896
Holders Change
+114
Holders Change %
+14.58%
% of All Funds
14.4%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.25%
New
214
Increased
300
Reduced
274
Closed
89
Calls
$7.06B
Puts
$18.7B
Net Calls
-$11.7B
Net Calls Change
+$4.77B
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Avitas Wealth Management
California
$6.41M +$6.41M +86,990 New
MNG
202
Manning & Napier Group
New York
$6.31M
TRSOTSOK
203
Teachers Retirement System of the State of Kentucky
Kentucky
$6.24M
Citadel Advisors
204
Citadel Advisors
Florida
$6.05M -$107M -1,448,536 -95%
BFG
205
Beacon Financial Group
Texas
$6.05M +$4.88M +66,217 +419%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$6.01M +$5.25M +71,210 +687%
DC
207
Darrow Company
Massachusetts
$6.01M -$514K -6,973 -8%
VC
208
Vicus Capital
Pennsylvania
$5.96M -$100K -1,359 -2%
BFC
209
Blue Fin Capital
Rhode Island
$5.92M +$216K +2,924 +4%
OFG
210
Omega Financial Group
California
$5.83M -$1.16M -15,768 -17%
NAS
211
Nicolet Advisory Services
Wisconsin
$5.83M -$229K -3,106 -4%
TPCW
212
TD Private Client Wealth
New York
$5.66M -$739K -10,030 -12%
PCS
213
Personal CFO Solutions
New Jersey
$5.66M +$5.67M +76,897 New
ML
214
McAdam LLC
Pennsylvania
$5.54M +$1.21M +16,414 +35%
SWP
215
Stratos Wealth Partners
Ohio
$5.51M +$3.1M +42,109 +129%
CA
216
Continuum Advisory
Idaho
$5.48M +$4.85M +65,765 +761%
APF
217
Alaska Permanent Fund
Alaska
$5.47M
SW
218
SVB Wealth
Massachusetts
$5.42M +$1.9M +25,730 +54%
Daiwa Securities Group
219
Daiwa Securities Group
Japan
$5.38M -$73.7K -1,000 -1%
SFG
220
SevenBridge Financial Group
Pennsylvania
$5.37M +$517K +7,010 +11%
FFA
221
Fi3 Financial Advisors
Indiana
$5.32M +$5.33M +72,302 New
CCM
222
Crabel Capital Management
California
$5.31M +$4.66M +63,277 +718%
Comerica Bank
223
Comerica Bank
Texas
$5.22M -$1.3M -17,691 -21%
NCM
224
Neumann Capital Management
California
$5.16M -$43.3K -587 -0.8%
BCM
225
BlueCrest Capital Management
Jersey
$5.14M -$546K -7,400 -10%

HYG Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2022, worth a combined $19B — up 37% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new HYG positions and 89 closed out — a net gain of 125 holders — while 300 added to existing stakes and 274 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $2.29B. The largest seller was Goldman Sachs, cutting an estimated $1.18B.

  • 896 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2022, up from 782 in Q3 2022.
  • Funds reported $19B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2022, up 37% quarter-over-quarter.
  • 214 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2022 and 89 closed out, a net change of +125 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2022 was Clark Capital Management Group, an estimated $2.29B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2022 was Goldman Sachs, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2022.