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iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW

60 hedge funds and large institutions have $156M invested in iShares High Yield Corporate Bond BuyWrite Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,233% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 3

578% more capital invested

Capital invested by funds: $23M → $156M (+$133M)

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

161% more funds holding

Funds holding: 23 → 60 (+37)

46.26% more ownership

Funds ownership: 29.78% → 76.04% (+46%)

Holders
60
Holders Change
+37
Holders Change %
+160.87%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
12
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36.3M
2
LPL Financial
LPL Financial
California
+$21.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.1M
5
AssetMark Inc
AssetMark Inc
California
+$9.24M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$909K
2
CF
Cantor Fitzgerald
New York
-$492K
3
Citadel Advisors
Citadel Advisors
Florida
-$361K
4
AIP
Almanack Investment Partners
Pennsylvania
-$347K
5
NWM
Napa Wealth Management
California
-$172K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
Integrity Alliance
Iowa
$645K +$656K +20,300 New
SA
27
Sanctuary Advisors
Indiana
$619K -$68K -2,102 -10%
I
28
INVST
Indiana
$618K +$629K +19,448 New
Osaic Holdings
29
Osaic Holdings
Arizona
$562K +$573K +17,726 +819%
IWA
30
Icon Wealth Advisors
Texas
$528K +$537K +16,617 New
QPWM
31
Quadrant Private Wealth Management
Pennsylvania
$513K +$522K +16,149 New
HFA
32
High Falls Advisors
New York
$453K +$461K +14,265 New
WS
33
Wedbush Securities
California
$391K +$67.9K +2,100 +21%
TWP
34
Triad Wealth Partners
Kansas
$389K +$395K +12,230 New
RIG
35
RiverFront Investment Group
Virginia
$384K +$391K +12,085 New
AFP
36
Ausdal Financial Partners
Iowa
$324K +$330K +10,199 New
SPIA
37
Steward Partners Investment Advisory
New York
$323K -$15.6K -481 -5%
SXL
38
Summit X LLC
Missouri
$315K +$321K +9,923 New
NA
39
NewEdge Advisors
Louisiana
$307K +$313K +9,670 New
OMC
40
Old Mission Capital
Illinois
$264K -$909K -28,120 -77%
WIA
41
World Investment Advisors
California
$202K +$205K +6,354 New
SIM
42
Synergy Investment Management
Florida
$158K +$161K +4,977 New
LC
43
Luminist Capital
Michigan
$113K +$115K +3,561 New
LFA
44
LGT Financial Advisors
Texas
$98.6K +$100K +3,103 New
PTC
45
Private Trust Company
Ohio
$72K +$18.8K +582 +35%
GRP
46
Global Retirement Partners
California
$59.6K +$60.7K +1,876 New
FHA
47
First Horizon Advisors
Tennessee
$57.6K +$58.6K +1,813 New
BlackRock
48
BlackRock
New York
$56.8K +$57.8K +1,788 New
Comerica Bank
49
Comerica Bank
Texas
$56.6K +$57.6K +1,780 New
Bank of America
50
Bank of America
North Carolina
$51.8K +$52.7K +1,630 New
1
2
3

HYGW Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) for Q4 2024, worth a combined $156M — up 578% from $23M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HYGW positions and 3 closed out — a net gain of 37 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $36.3M. The largest seller was Old Mission Capital, cutting an estimated $909K.

  • 60 institutional investors held iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) as of Q4 2024, up from 23 in Q3 2024.
  • Funds reported $156M of iShares High Yield Corporate Bond BuyWrite Strategy ETF stock for Q4 2024, up 578% quarter-over-quarter.
  • 40 funds opened new iShares High Yield Corporate Bond BuyWrite Strategy ETF positions in Q4 2024 and 3 closed out, a net change of +37 holders.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $36.3M added.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF seller in Q4 2024 was Old Mission Capital, an estimated $909K sold.

Based on aggregated 13F filings for Q4 2024.