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iShares iBoxx $ High Yield Corporate Bond ETF

594 hedge funds and large institutions have $16.3B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 255 increasing their positions, 188 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 188

19% more capital invested

Capital invested by funds: $13.7B → $16.3B (+$2.6B)

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

1% more funds holding

Funds holding: 590594 (+4)

3% less funds holding in top 10

Funds holding in top 10: 7876 (-2)

79% less call options, than puts

Call options by funds: $2.35B | Put options by funds: $11.2B

169.17% less ownership

Funds ownership: 253.98%84.81% (-169%)

Holders
594
Holders Change
+4
Holders Change %
+0.68%
% of All Funds
14.81%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.89%
New
64
Increased
255
Reduced
188
Closed
56
Calls
$2.35B
Puts
$11.2B
Net Calls
-$8.81B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.33B +$645M +7,306,480 +39%
Bank of America
2
Bank of America
North Carolina
$1.17B +$349M +3,956,187 +43%
HMC
3
Harvard Management Company
Massachusetts
$855M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$534M +$28.9M +327,514 +6%
Wells Fargo
5
Wells Fargo
California
$491M +$226K +2,559 +0%
Morgan Stanley
6
Morgan Stanley
New York
$439M -$131M -1,487,249 -23%
BAM
7
BTS Asset Management
Massachusetts
$415M +$43.3M +490,683 +12%
Goldman Sachs
8
Goldman Sachs
New York
$405M -$105M -1,188,187 -21%
TIAAOA
9
Teachers Insurance & Annuity Association of America
New York
$403M +$300M +3,402,317 +299%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$373M +$39.2M +444,429 +12%
Ameriprise
11
Ameriprise
Minnesota
$310M +$229M +2,596,169 +291%
AC
12
Allstate Corporation
Illinois
$303M +$170M +1,930,730 +130%
UBS Group
13
UBS Group
Switzerland
$301M -$96.9M -1,097,587 -24%
AssetMark Inc
14
AssetMark Inc
California
$300M +$46.4M +525,857 +18%
TF
15
TIAA FSB
Florida
$281M +$13.8M +156,189 +5%
DILIC
16
Dai-ichi Life Insurance Company
Japan
$269M +$89.1M +1,010,000 +50%
ERSOT
17
Employees Retirement System of Texas
Texas
$266M
Fisher Asset Management
18
Fisher Asset Management
Washington
$265M +$233K +2,635 +0.1%
NSLI
19
Nan Shan Life Insurance
Taiwan
$240M +$135M +1,531,505 +131%
GC
20
Guggenheim Capital
Illinois
$213M +$209M +2,368,049 +8,948%
BA
21
Bridgewater Associates
Connecticut
$209M +$120M +1,364,045 +138%
CCMG
22
Clark Capital Management Group
Pennsylvania
$181M +$22.8M +258,713 +15%
GLI
23
Guardian Life Insurance
New York
$178M +$177M +2,006,500 New
VA
24
Valmark Advisers
Ohio
$173M +$1.81M +20,501 +1%
Citigroup
25
Citigroup
New York
$170M -$49.8M -564,237 -23%

HYG Hedge Fund Activity: Q3 2017 in Review

594 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2017, worth a combined $16.3B — up 19% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HYG positions and 56 closed out — a net gain of 8 holders — while 255 added to existing stakes and 188 trimmed.

The largest buyer was BlackRock, adding an estimated $645M. The largest seller was Strategic Investment Management, cutting an estimated $31.8B.

  • 594 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2017, up from 590 in Q2 2017.
  • Funds reported $16.3B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 64 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2017 and 56 closed out, a net change of +8 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $645M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2017 was Strategic Investment Management, an estimated $31.8B sold.

Based on aggregated 13F filings for Q3 2017.