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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$21.8M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$11.5M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.1M |
| 5 |
AssetMark Inc
Concord,
California
|
+$9.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$909K |
| 2 |
CF
Cantor Fitzgerald
New York
|
-$492K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$361K |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$347K |
| 5 |
NWM
Napa Wealth Management
Napa,
California
|
-$172K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
51
PSI Advisors
Tampa,
Florida
| $48.3K | +$49.2K | +1,520 | New |
|
|
TAM
52
Tucker Asset Management
Littleton,
Colorado
| $20K | – | – | – |
|
|
PS
53
Principal Securities
Des Moines,
Iowa
| $16.5K | – | – | – |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | +$8.57K | +265 | New |
|
|
GSWM
55
Golden State Wealth Management
Santa Ana,
California
| $6.25K | +$6.34K | +196 | New |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| $4.32K | – | – | – |
|
57
UBS Group
Zurich,
Switzerland
| $4.16K | +$4.24K | +131 | New |
|
|
OC
58
Oarsman Capital
Milwaukee,
Wisconsin
| $3.18K | – | – | – |
|
|
ACA
59
Aptus Capital Advisors
Fairhope,
Alabama
| $2.89K | +$517 | +16 | +21% |
|
|
PSFG
60
Park Square Financial Group
Roswell,
Georgia
| $2.51K | +$2.56K | +79 | New |
|
|
CF
61
Cantor Fitzgerald
New York
| – | -$492K | -15,000 | Closed |
|
|
62
Citadel Advisors
Miami,
Florida
| – | -$361K | -11,012 | Closed |
|
|
AIP
63
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$347K | -10,585 | Closed |
|
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.