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iShares High Yield Corporate Bond BuyWrite Strategy ETF

86 hedge funds and large institutions have $224M invested in iShares High Yield Corporate Bond BuyWrite Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 12

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

18% more funds holding

Funds holding: 7386 (+13)

15% more capital invested

Capital invested by funds: $195M → $224M (+$29.7M)

4.33% more ownership

Funds ownership: 84.09%88.42% (+4.3%)

Holders
86
Holders Change
+13
Holders Change %
+17.81%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
49
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$58.4M +$10.2M +338,000 +21%
LPL Financial
2
LPL Financial
California
$27M +$2.34M +77,900 +9%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$19.2M +$1.19M +39,631 +7%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$16.7M +$1.62M +53,988 +11%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$10.7M +$3.53M +117,452 +49%
Morgan Stanley
6
Morgan Stanley
New York
$9.13M +$1.45M +48,255 +19%
AssetMark Inc
7
AssetMark Inc
California
$9.09M +$344K +11,463 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.09M +$223K +7,423 +3%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$6.86M +$1.6M +53,211 +30%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.3M +$63.6K +2,118 +1%
MML Investors Services
11
MML Investors Services
Massachusetts
$4.8M +$1.29M +42,904 +36%
KFS
12
Kelly Financial Services
Massachusetts
$4.78M +$836K +27,853 +21%
DAS
13
Diversify Advisory Services
Utah
$4.26M +$279K +9,293 +7%
Bank of America
14
Bank of America
North Carolina
$3.5M +$1.68M +55,892 +91%
JC
15
JB Capital
Connecticut
$2.71M +$419K +13,952 +18%
PAS
16
Park Avenue Securities
New York
$2.2M +$119K +3,963 +6%
RIG
17
RiverFront Investment Group
Virginia
$2.08M +$1.03M +34,201 +96%
PCA
18
Prosperity Capital Advisors
Ohio
$1.9M +$579K +19,269 +43%
TWP
19
Triad Wealth Partners
Kansas
$1.83M +$620K +20,633 +51%
CW
20
CreativeOne Wealth
Kansas
$1.77M +$104K +3,468 +6%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.39M -$974K -32,444 -41%
SWP
22
ShoreHaven Wealth Partners
New Jersey
$1.23M +$90K +2,998 +8%
GC
23
Garde Capital
Washington
$1.09M -$51.1K -1,700 -4%
PCG
24
Prosperity Consulting Group
Maryland
$1.02M +$204K +6,805 +25%
DWM
25
Diversify Wealth Management
Utah
$974K +$975K +32,475 New

HYGW Hedge Fund Activity: Q4 2025 in Review

86 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) for Q4 2025, worth a combined $224M — up 15% from $195M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HYGW positions and 7 closed out — a net gain of 14 holders — while 49 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $10.2M. The largest seller was Integrated Advisors Network, exiting entirely with an estimated $1.03M sold.

  • 86 institutional investors held iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) as of Q4 2025, up from 73 in Q3 2025.
  • Funds reported $224M of iShares High Yield Corporate Bond BuyWrite Strategy ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 21 funds opened new iShares High Yield Corporate Bond BuyWrite Strategy ETF positions in Q4 2025 and 7 closed out, a net change of +14 holders.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $10.2M added.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF seller in Q4 2025 was Integrated Advisors Network, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2025.