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iShares iBoxx $ High Yield Corporate Bond ETF

852 hedge funds and large institutions have $18.1B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 274 increasing their positions, 346 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

25.19% more ownership

Funds ownership: 108.46%133.65% (+25%)

9% more capital invested

Capital invested by funds: $16.6B → $18.1B (+$1.44B)

4% more funds holding in top 10

Funds holding in top 10: 5658 (+2)

2% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 82

1% less funds holding

Funds holding: 862852 (-10)

21% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 346

72% less call options, than puts

Call options by funds: $6.79B | Put options by funds: $24.3B

Holders
852
Holders Change
-10
Holders Change %
-1.16%
% of All Funds
13.52%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
0.92%
New
84
Increased
274
Reduced
346
Closed
82
Calls
$6.79B
Puts
$24.3B
Net Calls
-$17.5B
Net Calls Change
-$788M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$2.27B +$1.54B +20,567,760 +200%
CCMG
2
Clark Capital Management Group
Pennsylvania
$1.23B -$620M -8,305,425 -33%
Jane Street
3
Jane Street
New York
$1.12B +$471M +6,301,662 +71%
Morgan Stanley
4
Morgan Stanley
New York
$1.1B +$147M +1,964,338 +15%
BlackRock
5
BlackRock
New York
$963M -$38.5M -516,130 -4%
JSTA
6
Japan Science & Technology Agency
Japan
$766M
AssetMark Inc
7
AssetMark Inc
California
$575M -$29.3M -391,831 -5%
NI
8
NYL Investors
New York
$574M
Bank of America
9
Bank of America
North Carolina
$511M -$64M -856,525 -11%
OPAM
10
Ocean Park Asset Management
California
$497M +$44.8M +599,686 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$436M -$44.1M -590,756 -9%
BCIM
12
British Columbia Investment Management
British Columbia, Canada
$395M +$75.9M +1,016,000 +23%
Barclays
13
Barclays
United Kingdom
$381M +$351M +4,697,224 +1,006%
Osaic Holdings
14
Osaic Holdings
Arizona
$299M +$127M +1,705,601 +73%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$290M -$25.7M -343,850 -8%
Wells Fargo
16
Wells Fargo
California
$268M -$7.84M -105,066 -3%
State of Tennessee, Department of Treasury
17
State of Tennessee, Department of Treasury
Tennessee
$219M +$145M +1,944,787 +190%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$198M +$34.5M +462,326 +21%
VMPIC
19
Varma Mutual Pension Insurance Co
Finland
$188M
Neuberger Berman Group
20
Neuberger Berman Group
New York
$172M -$5.76M -77,180 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$142M +$29.9M +400,000 +26%
Stifel Financial
22
Stifel Financial
Missouri
$133M +$6.15M +82,363 +5%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$123M -$466K -6,244 -0.4%
Citigroup
24
Citigroup
New York
$120M -$62.1M -831,643 -34%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$118M -$5.86M -78,500 -5%

HYG Hedge Fund Activity: Q3 2023 in Review

852 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q3 2023, worth a combined $18.1B — up 8.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new HYG positions and 82 closed out — a net gain of 2 holders — while 274 added to existing stakes and 346 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.54B. The largest seller was Clark Capital Management Group, cutting an estimated $620M.

  • 852 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q3 2023, down from 862 in Q2 2023.
  • Funds reported $18.1B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q3 2023, up 8.7% quarter-over-quarter.
  • 84 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q3 2023 and 82 closed out, a net change of +2 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q3 2023 was Goldman Sachs, an estimated $1.54B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q3 2023 was Clark Capital Management Group, an estimated $620M sold.

Based on aggregated 13F filings for Q3 2023.