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iShares High Yield Corporate Bond BuyWrite Strategy ETF

67 hedge funds and large institutions have $193M invested in iShares High Yield Corporate Bond BuyWrite Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 11

6% more capital invested

Capital invested by funds: $183M → $193M (+$10.6M)

2.36% more ownership

Funds ownership: 81.77%84.13% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 6867 (-1)

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
46
Reduced
11
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
$44.6M +$6.79M +221,440 +18%
LPL Financial
2
LPL Financial
California
$24.2M +$481K +15,699 +2%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$16.6M +$1.37M +44,858 +9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$14.6M +$1.71M +55,952 +13%
EFH
5
Eaton Financial Holdings
Florida
$12.2M -$1.03M -33,745 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.1M +$864K +28,207 +8%
AssetMark Inc
7
AssetMark Inc
California
$8.97M +$335K +10,946 +4%
Morgan Stanley
8
Morgan Stanley
New York
$7.6M +$167K +5,448 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$5.96M +$1.91M +62,234 +47%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$4.99M +$1.8M +58,809 +56%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$4.85M +$1.19M +38,938 +33%
MML Investors Services
12
MML Investors Services
Massachusetts
$3.86M +$1.01M +32,805 +35%
KFS
13
Kelly Financial Services
Massachusetts
$3.3M +$389K +12,699 +13%
ATPW
14
Ashton Thomas Private Wealth
Arizona
$3.16M +$15.3K +500 +0.5%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.26M +$1.22M +39,836 +120%
PAS
16
Park Avenue Securities
New York
$2M +$179K +5,856 +10%
JC
17
JB Capital
Connecticut
$1.86M +$411K +13,400 +28%
CW
18
CreativeOne Wealth
Kansas
$1.68M +$179K +5,839 +12%
SWP
19
ShoreHaven Wealth Partners
New Jersey
$1.55M +$593K +19,355 +62%
GC
20
Garde Capital
Washington
$1.18M +$15.3K +500 +1%
PCA
21
Prosperity Capital Advisors
Ohio
$1.14M +$184K +6,013 +19%
RIG
22
RiverFront Investment Group
Virginia
$1.07M +$639K +20,843 +149%
IAN
23
Integrated Advisors Network
Texas
$1.04M +$199K +6,487 +24%
SFA
24
Sequoia Financial Advisors
Ohio
$977K +$402K +13,117 +70%
SA
25
Sanctuary Advisors
Indiana
$872K +$184K +5,990 +27%

HYGW Hedge Fund Activity: Q2 2025 in Review

67 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) for Q2 2025, worth a combined $193M — up 5.8% from $183M a quarter earlier.

Fund positioning in HYGW was balanced in Q2 2025: 8 funds opened new positions, 8 closed out, 46 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6.79M. The largest seller was AE Wealth Management, cutting an estimated $3.97M.

  • 67 institutional investors held iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) as of Q2 2025, down from 68 in Q1 2025.
  • Funds reported $193M of iShares High Yield Corporate Bond BuyWrite Strategy ETF stock for Q2 2025, up 5.8% quarter-over-quarter.
  • 8 funds opened new iShares High Yield Corporate Bond BuyWrite Strategy ETF positions in Q2 2025 and 8 closed out, a net change of 0 holders.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $6.79M added.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF seller in Q2 2025 was AE Wealth Management, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2025.