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iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW

68 hedge funds and large institutions have $183M invested in iShares High Yield Corporate Bond BuyWrite Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 10

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $156M → $183M (+$26.8M)

13% more funds holding

Funds holding: 60 → 68 (+8)

5.73% more ownership

Funds ownership: 76.04% → 81.77% (+5.7%)

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
37
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EFH
Eaton Financial Holdings
Florida
+$7.61M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.55M
3
LPL Financial
LPL Financial
California
+$1.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.36M
5
AWM
AE Wealth Management
Kansas
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$676K
2
OMC
Old Mission Capital
Illinois
-$264K
3
AssetMark Inc
AssetMark Inc
California
-$123K
4
HFA
High Falls Advisors
New York
-$85.1K
5
PAS
Park Avenue Securities
New York
-$60K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$707K +$100K +3,156 +16%
I
27
INVST
Indiana
$672K +$60.8K +1,917 +10%
IA
28
Integrity Alliance
Iowa
$644K +$6.03K +190 +0.9%
TWP
29
Triad Wealth Partners
Kansas
$642K +$259K +8,174 +67%
NWM
30
Napa Wealth Management
California
$641K -$8.38K -264 -1%
QPWM
31
Quadrant Private Wealth Management
Pennsylvania
$595K +$87.8K +2,766 +17%
SFA
32
Sequoia Financial Advisors
Ohio
$592K +$597K +18,813 New
Citadel Advisors
33
Citadel Advisors
Florida
$591K +$596K +18,779 New
IWA
34
Icon Wealth Advisors
Texas
$536K +$13.8K +434 +3%
SFM
35
Signet Financial Management
New Jersey
$451K +$455K +14,331 New
RIG
36
RiverFront Investment Group
Virginia
$441K +$61.7K +1,946 +16%
AFW
37
Avantra Family Wealth
Pennsylvania
$414K +$418K +13,160 New
HF
38
HRT Financial
New York
$406K +$411K +12,941 New
GSEP
39
Golden State Equity Partners
California
$398K +$401K +12,643 New
WS
40
Wedbush Securities
California
$387K – – –
BCI
41
Brinker Capital Investments
Pennsylvania
$378K +$381K +12,021 New
OPS
42
Orion Portfolio Solutions
Nebraska
$378K +$381K +12,021 New
HFA
43
High Falls Advisors
New York
$364K -$85.1K -2,681 -19%
DA
44
Detalus Advisors
Missouri
$361K +$364K +11,474 New
WIA
45
World Investment Advisors
California
$343K +$145K +4,559 +72%
SPIA
46
Steward Partners Investment Advisory
New York
$328K +$7.93K +250 +2%
SXL
47
Summit X LLC
Missouri
$325K +$12.7K +401 +4%
NA
48
NewEdge Advisors
Louisiana
$321K +$17.3K +544 +6%
AFP
49
Ausdal Financial Partners
Iowa
$310K -$10.7K -338 -3%
Raymond James Financial
50
Raymond James Financial
Florida
$218K +$220K +6,939 New
1
2
3 4

HYGW Hedge Fund Activity: Q1 2025 in Review

68 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) for Q1 2025, worth a combined $183M — up 17% from $156M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HYGW positions and 8 closed out — a net gain of 9 holders — while 37 added to existing stakes and 10 trimmed.

The largest buyer was Eaton Financial Holdings, adding an estimated $7.61M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $676K sold.

  • 68 institutional investors held iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) as of Q1 2025, up from 60 in Q4 2024.
  • Funds reported $183M of iShares High Yield Corporate Bond BuyWrite Strategy ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 17 funds opened new iShares High Yield Corporate Bond BuyWrite Strategy ETF positions in Q1 2025 and 8 closed out, a net change of +9 holders.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF buyer in Q1 2025 was Eaton Financial Holdings, an estimated $7.61M added.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF seller in Q1 2025 was Arete Wealth Advisors, an estimated $676K sold.

Based on aggregated 13F filings for Q1 2025.