We are live on ! Find out more
HYG icon

iShares iBoxx $ High Yield Corporate Bond ETF

982 hedge funds and large institutions have $19.4B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 356 increasing their positions, 314 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 63

13% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 314

10% more funds holding

Funds holding: 892982 (+90)

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

0% more capital invested

Capital invested by funds: $19.4B → $19.4B (+$47M)

0.14% more ownership

Funds ownership: 119.6%119.74% (+0.14%)

67% less call options, than puts

Call options by funds: $7.42B | Put options by funds: $22.7B

Holders
982
Holders Change
+90
Holders Change %
+10.09%
% of All Funds
12.93%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.83%
New
171
Increased
356
Reduced
314
Closed
63
Calls
$7.42B
Puts
$22.7B
Net Calls
-$15.3B
Net Calls Change
+$2.08B
Name Holding Trade Value Shares
Change
Change in
Stake
NAAA
201
New Age Alpha Advisors
New York
$5.67M +$5.72M +72,115 New
C
202
Croban
Ohio
$5.65M +$5.7M +71,833 New
JWCA
203
J.W. Cole Advisors
Florida
$5.53M +$283K +3,562 +5%
OCM
204
One Capital Management
California
$5.49M -$983K -12,383 -15%
NWAG
205
Net Worth Advisory Group
Utah
$5.44M +$59.3K +747 +1%
EL
206
EQ LLC
Washington
$5.43M +$5.15M +64,854 +1,559%
BP
207
Ballentine Partners
Massachusetts
$5.36M +$308K +3,878 +6%
WFL
208
Wealth Forward LLC
North Dakota
$5.31M +$341K +4,292 +7%
CL
209
Choreo LLC
Illinois
$5.28M +$170K +2,137 +3%
GSWM
210
Greenup Street Wealth Management
Michigan
$5.26M +$102K +1,282 +2%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$5.26M -$2.49M -31,312 -32%
BCM
212
Boltwood Capital Management
California
$5.23M +$256K +3,225 +5%
SFG
213
SevenBridge Financial Group
Pennsylvania
$5.22M -$157K -1,983 -3%
AI
214
Atria Investments
North Carolina
$5.19M -$1.58M -19,917 -23%
IA
215
IFP Advisors
Florida
$5.18M +$501K +6,307 +11%
PGF
216
Plan Group Financial
Oklahoma
$5.16M +$86.6K +1,091 +2%
GRP
217
Global Retirement Partners
California
$5.16M +$792K +9,982 +18%
KeyBank National Association
218
KeyBank National Association
Ohio
$5.14M -$22.8K -287 -0.4%
GVCM
219
Global View Capital Management
Wisconsin
$5.12M +$5.16M +64,958 New
BWM
220
Buska Wealth Management
Wisconsin
$5.08M +$1.43M +18,057 +39%
HOWA
221
Heritage Oak Wealth Advisors
Florida
$4.99M +$5.04M +63,426 New
MDSL
222
M.D. Sass LLC
New York
$4.93M +$4.97M +62,650 New
AAS
223
Avantax Advisory Services
Texas
$4.83M +$184K +2,316 +4%
IA
224
IFG Advisors
Missouri
$4.79M +$445K +5,605 +10%
PP
225
Paloma Partners
Connecticut
$4.77M +$2.77M +34,880 +135%

HYG Hedge Fund Activity: Q4 2024 in Review

982 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2024, worth a combined $19.4B — up 0.24% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new HYG positions and 63 closed out — a net gain of 108 holders — while 356 added to existing stakes and 314 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $352M. The largest seller was Bank of America, cutting an estimated $616M.

  • 982 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2024, up from 892 in Q3 2024.
  • Funds reported $19.4B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2024, up 0.24% quarter-over-quarter.
  • 171 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2024 and 63 closed out, a net change of +108 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2024 was Goldman Sachs, an estimated $352M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2024 was Bank of America, an estimated $616M sold.

Based on aggregated 13F filings for Q4 2024.