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iShares iBoxx $ High Yield Corporate Bond ETF

796 hedge funds and large institutions have $19.9B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 307 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 47

45% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 211

20% more funds holding

Funds holding: 665796 (+131)

16% more funds holding in top 10

Funds holding in top 10: 6474 (+10)

12% more capital invested

Capital invested by funds: $17.7B → $19.9B (+$2.2B)

3.8% more ownership

Funds ownership: 101.48%105.28% (+3.8%)

74% less call options, than puts

Call options by funds: $3.95B | Put options by funds: $15.1B

Holders
796
Holders Change
+131
Holders Change %
+19.7%
% of All Funds
15.68%
Holding in Top 10
74
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.63%
% of All Funds
1.46%
New
189
Increased
307
Reduced
211
Closed
47
Calls
$3.95B
Puts
$15.1B
Net Calls
-$11.1B
Net Calls Change
+$3.67B
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$2.14B +$294M +3,380,492 +16%
Bank of America
2
Bank of America
North Carolina
$1.47B +$149M +1,706,843 +11%
Morgan Stanley
3
Morgan Stanley
New York
$1.17B +$178M +2,045,381 +18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.1B +$1.09B +12,555,000 New
BlackRock
5
BlackRock
New York
$1.07B -$577M -6,626,115 -35%
Barclays
6
Barclays
United Kingdom
$698M -$16.7M -192,393 -2%
Wells Fargo
7
Wells Fargo
California
$695M +$10M +115,386 +1%
KSCM
8
King Street Capital Management
New York
$660M +$653M +7,500,000 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$544M +$116M +1,335,305 +28%
AC
10
Allstate Corporation
Illinois
$412M -$297M -3,409,622 -42%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$340M +$77.1M +886,040 +30%
AFIMH
12
American Family Insurance Mutual Holding
Wisconsin
$304M +$301M +3,462,401 New
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$273M +$236M +2,709,900 +696%
BA
14
Bridgewater Associates
Connecticut
$269M -$377K -4,334 -0.1%
BAM
15
BTS Asset Management
Massachusetts
$269M -$93.8M -1,077,639 -26%
RPI
16
Railway Pension Investments
United Kingdom
$263M +$261M +2,995,600 New
Fisher Asset Management
17
Fisher Asset Management
Washington
$252M -$2.3M -26,474 -0.9%
AssetMark Inc
18
AssetMark Inc
California
$251M +$14.7M +169,390 +6%
DILIC
19
Dai-ichi Life Insurance Company
Japan
$230M +$47M +539,897 +26%
FI
20
FormulaFolio Investments
Michigan
$230M -$56M -643,391 -20%
NSLI
21
Nan Shan Life Insurance
Taiwan
$229M
TD Asset Management
22
TD Asset Management
Ontario, Canada
$205M -$275M -3,156,652 -57%
LPL Financial
23
LPL Financial
California
$199M +$18.1M +207,897 +10%
Ameriprise
24
Ameriprise
Minnesota
$196M -$2.49M -28,583 -1%
UBS Group
25
UBS Group
Switzerland
$155M +$37.2M +427,352 +32%