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iShares High Yield Corporate Bond BuyWrite Strategy ETF

73 hedge funds and large institutions have $195M invested in iShares High Yield Corporate Bond BuyWrite Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

9% more funds holding

Funds holding: 6773 (+6)

1% more capital invested

Capital invested by funds: $193M → $195M (+$1.52M)

0.05% less ownership

Funds ownership: 84.13%84.09% (-0.05%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
35
Reduced
20
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
$49.2M +$4.9M +162,069 +11%
LPL Financial
2
LPL Financial
California
$25.1M +$1.1M +36,435 +5%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$18.4M +$1.86M +61,494 +11%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$15.3M +$820K +27,129 +6%
AssetMark Inc
5
AssetMark Inc
California
$8.89M -$3.15K -104 -0%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.01M -$3.01M -99,539 -27%
Morgan Stanley
7
Morgan Stanley
New York
$7.82M +$282K +9,333 +4%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$7.32M +$2.36M +78,013 +48%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$5.36M +$550K +18,190 +11%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.32M -$585K -19,332 -10%
DAS
11
Diversify Advisory Services
Utah
$4.02M +$4.03M +133,088 New
KFS
12
Kelly Financial Services
Massachusetts
$4.02M +$743K +24,563 +23%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.58M -$249K -8,233 -7%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.4M +$179K +5,912 +8%
JC
15
JB Capital
Connecticut
$2.33M +$486K +16,062 +26%
PAS
16
Park Avenue Securities
New York
$2.12M +$130K +4,305 +7%
Bank of America
17
Bank of America
North Carolina
$1.87M +$1.86M +61,485 New
CW
18
CreativeOne Wealth
Kansas
$1.69M +$26.9K +888 +2%
PCA
19
Prosperity Capital Advisors
Ohio
$1.35M +$217K +7,165 +19%
TWP
20
Triad Wealth Partners
Kansas
$1.23M +$388K +12,821 +46%
GC
21
Garde Capital
Washington
$1.16M -$8.8K -291 -0.8%
SWP
22
ShoreHaven Wealth Partners
New Jersey
$1.16M -$370K -12,218 -24%
RIG
23
RiverFront Investment Group
Virginia
$1.08M +$20.6K +682 +2%
IAN
24
Integrated Advisors Network
Texas
$1.03M +$756 +25 +0.1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.01M +$586K +19,376 +140%

HYGW Hedge Fund Activity: Q3 2025 in Review

73 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) for Q3 2025, worth a combined $195M — up 0.79% from $193M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HYGW positions and 8 closed out — a net gain of 8 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.9M. The largest seller was Eaton Financial Holdings, exiting entirely with an estimated $12.2M sold.

  • 73 institutional investors held iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) as of Q3 2025, up from 67 in Q2 2025.
  • Funds reported $195M of iShares High Yield Corporate Bond BuyWrite Strategy ETF stock for Q3 2025, up 0.79% quarter-over-quarter.
  • 16 funds opened new iShares High Yield Corporate Bond BuyWrite Strategy ETF positions in Q3 2025 and 8 closed out, a net change of +8 holders.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $4.9M added.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF seller in Q3 2025 was Eaton Financial Holdings, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2025.