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iShares High Yield Corporate Bond BuyWrite Strategy ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2360 (+37)

46.26% more ownership

Funds ownership: 29.78%76.04% (+46%)

Holders
60
Holders Change
+37
Holders Change %
+160.87%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
12
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.7M +$36.3M +1,124,054 New
LPL Financial
2
LPL Financial
California
$22.9M +$21.8M +675,509 +1,520%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$14.7M +$3.19M +98,514 +27%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$12M +$11.5M +356,554 +1,635%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.88M +$10.1M +310,954 New
AssetMark Inc
6
AssetMark Inc
California
$9.08M +$9.24M +285,883 New
Morgan Stanley
7
Morgan Stanley
New York
$7.34M +$7.47M +231,052 +11,552,600%
EFH
8
Eaton Financial Holdings
Florida
$6.12M +$6.23M +192,539 New
JP Morgan Chase
9
JP Morgan Chase
New York
$3.73M +$3.8M +117,492 New
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$3.7M +$3.77M +116,466 New
AWM
11
AE Wealth Management
Kansas
$3M +$277K +8,576 +10%
MML Investors Services
12
MML Investors Services
Massachusetts
$2.55M +$2.6M +80,382 New
KFS
13
Kelly Financial Services
Massachusetts
$2.41M +$2.21M +68,339 +926%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$2.15M +$2.19M +67,722 New
PAS
15
Park Avenue Securities
New York
$1.95M +$1.99M +61,433 New
ATPW
16
Ashton Thomas Private Wealth
Arizona
$1.94M +$1.97M +61,058 New
CW
17
CreativeOne Wealth
Kansas
$1.58M +$1.61M +49,831 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.58M +$1.36M +41,978 +535%
JC
19
JB Capital
Connecticut
$1.08M +$1.1M +34,139 New
SWP
20
ShoreHaven Wealth Partners
New Jersey
$962K +$979K +30,268 New
AWS
21
Atria Wealth Solutions
New York
$857K +$872K +26,965 New
PCA
22
Prosperity Capital Advisors
Ohio
$825K +$840K +25,980 New
AWA
23
Arete Wealth Advisors
Illinois
$676K +$33.4K +1,033 +5%
NWM
24
Napa Wealth Management
California
$656K -$172K -5,310 -20%
CFGS
25
Concourse Financial Group Securities
Alabama
$650K +$658K +20,344 New

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.