iShares iBoxx $ High Yield Corporate Bond ETF
472 hedge funds and large institutions have $9.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 165 increasing their positions, 140 reducing their positions, and 55 closing their positions.
115% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 55
23% more capital invested
Capital invested by funds: $7.74B → $9.5B (+$1.76B)
21% more funds holding in top 10
Funds holding in top 10: 39 → 47 (+8)
18% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 140
13% more funds holding
Funds holding: 417 → 472 (+55)
4.38% more ownership
Funds ownership: 61.72% → 66.11% (+4.4%)
45% less call options, than puts
Call options by funds: $1.1B | Put options by funds: $2.01B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$472M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$202M |
| 3 |
Barclays
London,
United Kingdom
|
+$179M |
| 4 |
Goldman Sachs
New York
|
+$132M |
| 5 |
JP Morgan Chase
New York
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$120M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$77.5M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$68.6M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$60.3M |
| 5 |
AssetMark Inc
Concord,
California
|
-$58.8M |
HYG Hedge Fund Activity: Q4 2014 in Review
472 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2014, worth a combined $9.5B — up 23% from $7.74B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new HYG positions and 55 closed out — a net gain of 63 holders — while 165 added to existing stakes and 140 trimmed.
The largest buyer was BlackRock Advisors, adding an estimated $472M. The largest seller was First Trust Advisors, cutting an estimated $120M.
- 472 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2014, up from 417 in Q3 2014.
- Funds reported $9.5B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2014, up 23% quarter-over-quarter.
- 118 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2014 and 55 closed out, a net change of +63 holders.
- The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2014 was BlackRock Advisors, an estimated $472M added.
- The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2014 was First Trust Advisors, an estimated $120M sold.
Based on aggregated 13F filings for Q4 2014.