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iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW

23 hedge funds and large institutions have $23M invested in iShares High Yield Corporate Bond BuyWrite Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

132% more capital invested

Capital invested by funds: $9.89M → $23M (+$13.1M)

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

15% more funds holding

Funds holding: 20 → 23 (+3)

12.53% more ownership

Funds ownership: 17.25% → 29.78% (+13%)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$11.9M
2
AWM
AE Wealth Management
Kansas
+$1.24M
3
NWM
Napa Wealth Management
California
+$847K
4
SA
Sanctuary Advisors
Indiana
+$699K
5
Citadel Advisors
Citadel Advisors
Florida
+$359K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.68M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$979K
3
KFS
Kelly Financial Services
Massachusetts
-$29.5K
4
UBS Group
UBS Group
Switzerland
-$22.3K
5
LPL Financial
LPL Financial
California
-$12.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$12M +$11.9M +365,645 New
AWM
2
AE Wealth Management
Kansas
$2.82M +$1.24M +37,986 +79%
LPL Financial
3
LPL Financial
California
$1.46M -$12.3K -378 -0.8%
OMC
4
Old Mission Capital
Illinois
$1.2M +$99.9K +3,062 +9%
NWM
5
Napa Wealth Management
California
$851K +$847K +25,944 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$716K +$287K +8,800 +68%
SA
7
Sanctuary Advisors
Indiana
$694K +$699K +21,431 New
AWA
8
Arete Wealth Advisors
Illinois
$664K +$175K +5,360 +36%
CF
9
Cantor Fitzgerald
New York
$492K – – –
Citadel Advisors
10
Citadel Advisors
Florida
$361K +$359K +11,012 New
SPIA
11
Steward Partners Investment Advisory
New York
$350K – – –
AIP
12
Almanack Investment Partners
Pennsylvania
$347K +$51.7K +1,583 +18%
WS
13
Wedbush Securities
California
$335K – – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$258K -$979K -29,999 -79%
KFS
15
Kelly Financial Services
Massachusetts
$242K -$29.5K -905 -11%
Osaic Holdings
16
Osaic Holdings
Arizona
$71K +$13.2K +404 +23%
PTC
17
Private Trust Company
Ohio
$55.3K – – –
TAM
18
Tucker Asset Management
Colorado
$20.6K – – –
PS
19
Principal Securities
Iowa
$17.1K – – –
IA
20
IFP Advisors
Florida
$4.46K – – –
OC
21
Oarsman Capital
Wisconsin
$3.28K +$3.26K +100 New
ACA
22
Aptus Capital Advisors
Alabama
$2.46K – – –
Morgan Stanley
23
Morgan Stanley
New York
$69 – – –
Jane Street
24
Jane Street
New York
– -$1.68M -51,445 Closed
UBS Group
25
UBS Group
Switzerland
– -$22.3K -682 Closed

HYGW Hedge Fund Activity: Q3 2024 in Review

23 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) for Q3 2024, worth a combined $23M — up 132% from $9.89M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HYGW positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $11.9M. The largest seller was Jane Street, exiting entirely with an estimated $1.68M sold.

  • 23 institutional investors held iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) as of Q3 2024, up from 20 in Q2 2024.
  • Funds reported $23M of iShares High Yield Corporate Bond BuyWrite Strategy ETF stock for Q3 2024, up 132% quarter-over-quarter.
  • 5 funds opened new iShares High Yield Corporate Bond BuyWrite Strategy ETF positions in Q3 2024 and 2 closed out, a net change of +3 holders.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF buyer in Q3 2024 was Hennion & Walsh Asset Management, an estimated $11.9M added.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF seller in Q3 2024 was Jane Street, an estimated $1.68M sold.

Based on aggregated 13F filings for Q3 2024.