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iShares iBoxx $ High Yield Corporate Bond ETF

593 hedge funds and large institutions have $14.5B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 245 increasing their positions, 196 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 55

25% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 196

4% more funds holding

Funds holding: 570593 (+23)

3.06% more ownership

Funds ownership: 76.67%79.73% (+3.1%)

0% more capital invested

Capital invested by funds: $14.5B → $14.5B (+$11.3M)

1% less funds holding in top 10

Funds holding in top 10: 8079 (-1)

80% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $6.85B

Holders
593
Holders Change
+23
Holders Change %
+4.04%
% of All Funds
14.76%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
1.97%
New
92
Increased
245
Reduced
196
Closed
55
Calls
$1.38B
Puts
$6.85B
Net Calls
-$5.47B
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.58B +$1.39B +15,966,884 +768%
Goldman Sachs
2
Goldman Sachs
New York
$956M +$474M +5,429,440 +99%
HMC
3
Harvard Management Company
Massachusetts
$841M +$704M +8,064,300 +532%
Bank of America
4
Bank of America
North Carolina
$776M +$20.1M +229,618 +3%
Wells Fargo
5
Wells Fargo
California
$651M -$93.6M -1,071,423 -13%
Morgan Stanley
6
Morgan Stanley
New York
$523M -$128M -1,468,593 -20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$435M +$59.5M +681,712 +16%
DILIC
8
Dai-ichi Life Insurance Company
Japan
$357M +$174M +1,990,000 +96%
WIM
9
Windhaven Investment Management
Massachusetts
$338M -$390M -4,466,592 -54%
AssetMark Inc
10
AssetMark Inc
California
$332M +$92.8M +1,062,428 +39%
USAA
11
United Services Automobile Association
Texas
$331M -$177M -2,021,248 -35%
BAM
12
BTS Asset Management
Massachusetts
$296M +$49.9M +571,385 +20%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$261M +$26M +298,265 +11%
TCT
14
TIAA CREF Trust
Missouri
$254M +$6.69M +76,595 +3%
Fisher Asset Management
15
Fisher Asset Management
Washington
$252M +$12.6M +144,152 +5%
ERSOT
16
Employees Retirement System of Texas
Texas
$237M
UBS Group
17
UBS Group
Switzerland
$213M -$107M -1,220,011 -33%
CS
18
Credit Suisse
Switzerland
$191M +$128M +1,465,784 +206%
Barclays
19
Barclays
United Kingdom
$183M +$48.5M +555,108 +36%
VA
20
Valmark Advisers
Ohio
$170M +$1.51M +17,328 +0.9%
HIM
21
Hanlon Investment Management
New Jersey
$163M -$28.1M -321,296 -15%
Ameriprise
22
Ameriprise
Minnesota
$150M +$47.7M +545,835 +47%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$144M -$46.4M -531,690 -24%
GFPC
24
Global Financial Private Capital
Florida
$142M +$141M +1,619,261 New
Citigroup
25
Citigroup
New York
$142M +$49.2M +563,698 +53%