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iShares High Yield Corporate Bond BuyWrite Strategy ETF

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: 6068 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
SigFig Wealth Management
California
$214K +$215K +6,790 New
SIM
52
Synergy Investment Management
Florida
$145K -$11.5K -363 -7%
LC
53
Luminist Capital
Michigan
$111K -$1.43K -45 -1%
LFA
54
LGT Financial Advisors
Texas
$98.9K +$1.36K +43 +1%
PTC
55
Private Trust Company
Ohio
$71.3K
Comerica Bank
56
Comerica Bank
Texas
$56.9K +$920 +29 +2%
PA
57
PSI Advisors
Florida
$51.6K +$3.81K +120 +8%
FHA
58
First Horizon Advisors
Tennessee
$46.6K -$10.5K -330 -18%
BlackRock
59
BlackRock
New York
$36.4K -$20K -631 -35%
IA
60
IFP Advisors
Florida
$22K +$17.9K +563 +414%
PS
61
Principal Securities
Iowa
$16.5K
CPG
62
Cornerstone Planning Group
New Jersey
$11.3K +$11.6K +366 New
GSWM
63
Golden State Wealth Management
California
$6.29K +$127 +4 +2%
ACA
64
Aptus Capital Advisors
Alabama
$2.86K
PSFG
65
Park Square Financial Group
Georgia
$2.52K +$32 +1 +1%
RF
66
Rossby Financial
Florida
$2.39K +$2.44K +77 New
LWMI
67
Legacy Wealth Management (Idaho)
Idaho
$158 +$159 +5 New
Wells Fargo
68
Wells Fargo
California
$25 +$32 +1 New
AWA
69
Arete Wealth Advisors
Illinois
-$676K -21,289 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
-$650K -20,344 Closed
OMC
71
Old Mission Capital
Illinois
-$264K -8,305 Closed
Bank of America
72
Bank of America
North Carolina
-$51.8K -1,630 Closed
TAM
73
Tucker Asset Management
Colorado
-$20K -628 Closed
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
-$8K -265 Closed
UBS Group
75
UBS Group
Switzerland
-$4.16K -131 Closed

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.