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iShares iBoxx $ High Yield Corporate Bond ETF

896 hedge funds and large institutions have $19B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 300 increasing their positions, 274 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 89

37% more capital invested

Capital invested by funds: $13.9B → $19B (+$5.08B)

20% more funds holding in top 10

Funds holding in top 10: 6578 (+13)

15% more funds holding

Funds holding: 782896 (+114)

9% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 274

6.62% less ownership

Funds ownership: 120.4%113.78% (-6.6%)

62% less call options, than puts

Call options by funds: $7.06B | Put options by funds: $18.7B

Holders
896
Holders Change
+114
Holders Change %
+14.58%
% of All Funds
14.4%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.25%
New
214
Increased
300
Reduced
274
Closed
89
Calls
$7.06B
Puts
$18.7B
Net Calls
-$11.7B
Net Calls Change
+$4.77B
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1
Clark Capital Management Group
Pennsylvania
$2.29B +$2.29B +31,066,988 New
BlackRock
2
BlackRock
New York
$1.18B +$182M +2,465,313 +18%
Bank of America
3
Bank of America
North Carolina
$932M +$214M +2,901,581 +30%
Morgan Stanley
4
Morgan Stanley
New York
$713M -$703M -9,531,392 -50%
JSTA
5
Japan Science & Technology Agency
Japan
$677M +$678M +9,199,398 New
AssetMark Inc
6
AssetMark Inc
California
$654M +$650M +8,820,235 +14,073%
OPAM
7
Ocean Park Asset Management
California
$654M +$654M +8,876,200 New
N
8
Nuveen
North Carolina
$604M +$16.8M +228,034 +3%
Goldman Sachs
9
Goldman Sachs
New York
$597M -$1.18B -16,004,815 -66%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$536M +$338M +4,579,092 +170%
EIM
11
Elliott Investment Management
Florida
$525M +$526M +7,131,000 New
Citigroup
12
Citigroup
New York
$477M +$460M +6,239,507 +2,547%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$389M -$257M -3,488,469 -40%
BCIM
14
British Columbia Investment Management
British Columbia, Canada
$362M -$74.6M -1,012,000 -17%
Wells Fargo
15
Wells Fargo
California
$306M -$2.45M -33,186 -0.8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$302M -$34.2M -463,998 -10%
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$281M -$242M -3,279,451 -46%
AWA
18
Arete Wealth Advisors
Illinois
$255M +$11K +149 +5%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$254M +$254M +3,440,700 +22,938%
SAMU
20
SONA Asset Management (US)
New York
$229M +$220M +2,985,000 +2,488%
Osaic Holdings
21
Osaic Holdings
Arizona
$194M +$155M +2,100,268 +396%
NI
22
NYL Investors
New York
$192M +$26.5M +360,000 +16%
Prudential Financial
23
Prudential Financial
New Jersey
$164M -$94.8M -1,285,682 -37%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$148M -$5.91M -80,109 -4%
Stifel Financial
25
Stifel Financial
Missouri
$137M +$15.3M +207,972 +13%

HYG Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2022, worth a combined $19B — up 37% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new HYG positions and 89 closed out — a net gain of 125 holders — while 300 added to existing stakes and 274 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $2.29B. The largest seller was Goldman Sachs, cutting an estimated $1.18B.

  • 896 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2022, up from 782 in Q3 2022.
  • Funds reported $19B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2022, up 37% quarter-over-quarter.
  • 214 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2022 and 89 closed out, a net change of +125 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2022 was Clark Capital Management Group, an estimated $2.29B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2022 was Goldman Sachs, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2022.