We are live on ! Find out more
HYGW icon

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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.9M +$3.55M +111,761 +10%
LPL Financial
2
LPL Financial
California
$24.3M +$1.7M +53,500 +7%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$15.7M +$1.07M +33,724 +7%
EFH
4
Eaton Financial Holdings
Florida
$13.6M +$7.61M +239,765 +125%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.3M +$1.36M +42,956 +11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.5M +$763K +24,039 +8%
AssetMark Inc
7
AssetMark Inc
California
$8.87M -$123K -3,880 -1%
Morgan Stanley
8
Morgan Stanley
New York
$7.64M +$372K +11,720 +5%
AWM
9
AE Wealth Management
Kansas
$4.29M +$1.33M +41,911 +44%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.16M +$470K +14,823 +13%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$3.76M +$97K +3,057 +3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$3.28M +$1.16M +36,437 +54%
ATPW
13
Ashton Thomas Private Wealth
Arizona
$3.23M +$1.32M +41,752 +68%
KFS
14
Kelly Financial Services
Massachusetts
$2.99M +$615K +19,393 +26%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.93M +$405K +12,773 +16%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.98M +$418K +13,168 +26%
PAS
17
Park Avenue Securities
New York
$1.87M -$60K -1,891 -3%
CW
18
CreativeOne Wealth
Kansas
$1.54M -$27.7K -873 -2%
JC
19
JB Capital
Connecticut
$1.49M +$417K +13,154 +39%
GC
20
Garde Capital
Washington
$1.2M +$1.21M +38,150 New
Osaic Holdings
21
Osaic Holdings
Arizona
$1.05M +$424K +13,376 +67%
PCA
22
Prosperity Capital Advisors
Ohio
$985K +$166K +5,235 +20%
SWP
23
ShoreHaven Wealth Partners
New Jersey
$981K +$29.4K +927 +3%
AWS
24
Atria Wealth Solutions
New York
$929K +$82K +2,584 +10%
IAN
25
Integrated Advisors Network
Texas
$860K +$868K +27,351 New

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.