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iShares iBoxx $ High Yield Corporate Bond ETF

910 hedge funds and large institutions have $18.9B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 337 increasing their positions, 329 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.17% more ownership

Funds ownership: 107.82%114.99% (+7.2%)

2% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 329

5% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 99

2% less funds holding

Funds holding: 929910 (-19)

5% less funds holding in top 10

Funds holding in top 10: 7773 (-4)

8% less capital invested

Capital invested by funds: $20.5B → $18.9B (-$1.64B)

67% less call options, than puts

Call options by funds: $9.26B | Put options by funds: $28B

Holders
910
Holders Change
-19
Holders Change %
-2.05%
% of All Funds
13.11%
Holding in Top 10
73
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.19%
% of All Funds
1.05%
New
94
Increased
337
Reduced
329
Closed
99
Calls
$9.26B
Puts
$28B
Net Calls
-$18.8B
Net Calls Change
+$7.97B
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1
Clark Capital Management Group
Pennsylvania
$2.09B -$10.9M -141,186 -0.5%
BlackRock
2
BlackRock
New York
$1.21B -$75.6M -978,461 -6%
Morgan Stanley
3
Morgan Stanley
New York
$1.06B -$786M -10,167,718 -43%
JP Morgan Chase
4
JP Morgan Chase
New York
$850M +$345M +4,463,775 +69%
JSTA
5
Japan Science & Technology Agency
Japan
$808M
Jane Street
6
Jane Street
New York
$775M +$186M +2,410,440 +32%
Bank of America
7
Bank of America
North Carolina
$739M +$32.6M +421,412 +5%
NI
8
NYL Investors
New York
$646M
AssetMark Inc
9
AssetMark Inc
California
$580M -$11M -142,115 -2%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$555M +$399M +5,160,324 +260%
BCIM
11
British Columbia Investment Management
British Columbia, Canada
$518M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$431M -$41.7M -539,013 -9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$425M +$14.5M +188,279 +4%
AAMU
14
APG Asset Management US
New York
$335M +$88.9M +1,150,000 +36%
Citigroup
15
Citigroup
New York
$334M +$259M +3,346,855 +354%
Goldman Sachs
16
Goldman Sachs
New York
$293M -$542M -7,010,676 -65%
Wells Fargo
17
Wells Fargo
California
$276M -$34.3M -443,416 -11%
Man Group
18
Man Group
United Kingdom
$270M +$83.3M +1,078,290 +45%
HF
19
HRT Financial
New York
$205M +$99.5M +1,287,362 +95%
CM
20
Capula Management
Cayman Islands
$188M +$65.5M +847,168 +54%
OPAM
21
Ocean Park Asset Management
California
$183M -$4.1M -53,100 -2%
BGDI
22
BW Gestao de Investimentos
Brazil
$171M +$139M +1,800,000 +455%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$150M +$27.3M +353,450 +22%
Stifel Financial
24
Stifel Financial
Missouri
$146M +$2.82M +36,465 +2%
UBS Group
25
UBS Group
Switzerland
$143M +$62.8M +813,148 +79%

HYG Hedge Fund Activity: Q1 2024 in Review

910 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q1 2024, worth a combined $18.9B — down 8% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of HYG and 94 opened new positions — a net loss of 5 holders — while 329 trimmed existing stakes and 337 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $399M. The largest seller was Morgan Stanley, cutting an estimated $786M.

  • 910 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q1 2024, down from 929 in Q4 2023.
  • Funds reported $18.9B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q1 2024, down 8% quarter-over-quarter.
  • 94 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q1 2024 and 99 closed out, a net change of -5 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q1 2024 was BNP Paribas Financial Markets, an estimated $399M added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $786M sold.

Based on aggregated 13F filings for Q1 2024.