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iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW

18 hedge funds and large institutions have $14.7M invested in iShares High Yield Corporate Bond BuyWrite Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

64% more funds holding

Funds holding: 11 → 18 (+7)

58% more capital invested

Capital invested by funds: $9.31M → $14.7M (+$5.43M)

9.68% more ownership

Funds ownership: 21.07% → 30.75% (+9.7%)

Holders
18
Holders Change
+7
Holders Change %
+63.64%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.18M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$645K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$516K
4
LPL Financial
LPL Financial
California
+$469K
5
AWM
AE Wealth Management
Kansas
+$385K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$262K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$6.75M +$3.18M +94,347 +88%
AWM
2
AE Wealth Management
Kansas
$1.96M +$385K +11,412 +24%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.45M +$291K +8,635 +25%
CAN
4
Cetera Advisor Networks
California
$1.07M +$1.65K +49 +0.2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.06M +$516K +15,297 +94%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$648K +$645K +19,125 New
LPL Financial
7
LPL Financial
California
$466K +$469K +13,928 New
ZF
8
Zega Financial
Florida
$412K +$415K +12,317 New
SPIA
9
Steward Partners Investment Advisory
New York
$392K – – –
OMC
10
Old Mission Capital
Illinois
$352K -$262K -7,772 -42%
Osaic Holdings
11
Osaic Holdings
Arizona
$76.9K – – –
PTC
12
Private Trust Company
Ohio
$61.1K +$61.5K +1,826 New
PS
13
Principal Securities
Iowa
$17.4K +$17.5K +520 New
NMG
14
New Millennium Group
Utah
$8.93K +$9K +267 New
IA
15
IFP Advisors
Florida
$4.55K – – –
KFS
16
Kelly Financial Services
Massachusetts
$2.92K +$2.93K +87 New
ACA
17
Aptus Capital Advisors
Alabama
$2.51K – – –
Morgan Stanley
18
Morgan Stanley
New York
$116 +$67 +2 New

HYGW Hedge Fund Activity: Q4 2023 in Review

18 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) for Q4 2023, worth a combined $14.7M — up 58% from $9.31M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HYGW positions and 1 closed out — a net gain of 7 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Jane Street, adding an estimated $3.18M. The largest seller was Old Mission Capital, cutting an estimated $262K.

  • 18 institutional investors held iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) as of Q4 2023, up from 11 in Q3 2023.
  • Funds reported $14.7M of iShares High Yield Corporate Bond BuyWrite Strategy ETF stock for Q4 2023, up 58% quarter-over-quarter.
  • 8 funds opened new iShares High Yield Corporate Bond BuyWrite Strategy ETF positions in Q4 2023 and 1 closed out, a net change of +7 holders.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF buyer in Q4 2023 was Jane Street, an estimated $3.18M added.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF seller in Q4 2023 was Old Mission Capital, an estimated $262K sold.

Based on aggregated 13F filings for Q4 2023.