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iShares High Yield Corporate Bond BuyWrite Strategy ETF

73 hedge funds and large institutions have $195M invested in iShares High Yield Corporate Bond BuyWrite Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

9% more funds holding

Funds holding: 6773 (+6)

1% more capital invested

Capital invested by funds: $193M → $195M (+$1.52M)

0.05% less ownership

Funds ownership: 84.13%84.09% (-0.05%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
35
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Security Financial Services
Indiana
$208K +$207K +6,846 New
GM
52
GeoWealth Management
Illinois
$163K +$162K +5,358 New
AWM
53
AE Wealth Management
Kansas
$153K -$54.7K -1,810 -26%
CT
54
Colonial Trust
South Carolina
$151K +$6.96K +230 +5%
LC
55
Luminist Capital
Michigan
$108K +$10.5K +346 +11%
TFA
56
Transamerica Financial Advisors
Florida
$100K +$99.7K +3,295 New
Comerica Bank
57
Comerica Bank
Texas
$86.9K +$1.12K +37 +1%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$80K +$67.9K +2,246 +602%
SC
59
Stance Capital
Massachusetts
$69.1K +$68.8K +2,276 New
GRP
60
Global Retirement Partners
California
$64.2K +$6.32K +209 +11%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$51K +$50.8K +1,680 New
BlackRock
62
BlackRock
New York
$44.6K +$6.74K +223 +18%
PTC
63
Private Trust Company
Ohio
$43.9K
IA
64
IFP Advisors
Florida
$43.9K +$2.99K +99 +7%
LFA
65
LGT Financial Advisors
Texas
$20.3K -$78.1K -2,583 -79%
ASN
66
Advisory Services Network
Georgia
$17.7K +$17.6K +582 New
PS
67
Principal Securities
Iowa
$15.8K
RF
68
Rossby Financial
Florida
$8.79K -$60 -2 -0.7%
SS
69
Sunbelt Securities
Texas
$8.21K +$8.17K +270 New
GSWM
70
Golden State Wealth Management
California
$6.52K +$181 +6 +3%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.02K +100 New
ACA
72
Aptus Capital Advisors
Alabama
$2.28K -$484 -16 -18%
Wells Fargo
73
Wells Fargo
California
$6
EFH
74
Eaton Financial Holdings
Florida
-$12.2M -398,559 Closed
ATPW
75
Ashton Thomas Private Wealth
Arizona
-$3.16M -103,310 Closed

HYGW Hedge Fund Activity: Q3 2025 in Review

73 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) for Q3 2025, worth a combined $195M — up 0.79% from $193M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HYGW positions and 8 closed out — a net gain of 8 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.9M. The largest seller was Eaton Financial Holdings, exiting entirely with an estimated $12.2M sold.

  • 73 institutional investors held iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) as of Q3 2025, up from 67 in Q2 2025.
  • Funds reported $195M of iShares High Yield Corporate Bond BuyWrite Strategy ETF stock for Q3 2025, up 0.79% quarter-over-quarter.
  • 16 funds opened new iShares High Yield Corporate Bond BuyWrite Strategy ETF positions in Q3 2025 and 8 closed out, a net change of +8 holders.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $4.9M added.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF seller in Q3 2025 was Eaton Financial Holdings, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2025.