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iShares High Yield Corporate Bond BuyWrite Strategy ETF

76 hedge funds and large institutions have $133M invested in iShares High Yield Corporate Bond BuyWrite Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.94% less ownership

Funds ownership: 88.42%87.48% (-0.94%)

12% less funds holding

Funds holding: 8676 (-10)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

41% less capital invested

Capital invested by funds: $224M → $133M (-$91.2M)

68% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 44

Holders
76
Holders Change
-10
Holders Change %
-11.63%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.5M -$32.5M -1,093,186 -56%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$19.9M +$899K +30,206 +5%
LPL Financial
3
LPL Financial
California
$14.9M -$11.9M -398,256 -44%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.37M -$7.16M -240,706 -43%
JPG
5
Jordan Park Group
California
$5.83M +$23.7M +798,083 New
Morgan Stanley
6
Morgan Stanley
New York
$5.77M -$3.28M -110,184 -36%
Bank of America
7
Bank of America
North Carolina
$4.69M +$1.24M +41,678 +36%
JP Morgan Chase
8
JP Morgan Chase
New York
$4.32M -$897K -30,132 -17%
MML Investors Services
9
MML Investors Services
Massachusetts
$4.15M -$598K -20,086 -13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.13M -$3.9M -130,944 -48%
AssetMark Inc
11
AssetMark Inc
California
$3.72M -$5.3M -178,224 -59%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$3.46M -$3.35M -112,462 -49%
RIG
13
RiverFront Investment Group
Virginia
$3.39M +$1.34M +45,088 +65%
KFS
14
Kelly Financial Services
Massachusetts
$1.69M -$3.06M -102,877 -64%
NA
15
NewEdge Advisors
Louisiana
$1.6M +$960K +32,256 +147%
DWM
16
Diversify Wealth Management
Utah
$1.59M +$650K +21,845 +67%
JC
17
JB Capital
Connecticut
$1.27M -$1.42M -47,735 -53%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.07M -$308K -10,365 -22%
PAS
19
Park Avenue Securities
New York
$1.01M -$1.18M -39,500 -54%
PCG
20
Prosperity Consulting Group
Maryland
$1M
TWP
21
Triad Wealth Partners
Kansas
$967K -$844K -28,351 -46%
PCA
22
Prosperity Capital Advisors
Ohio
$866K -$1.02M -34,314 -54%
IA
23
Integrity Alliance
Iowa
$768K +$99.1K +3,330 +15%
CW
24
CreativeOne Wealth
Kansas
$747K -$1.01M -33,821 -57%
EFH
25
Eaton Financial Holdings
Florida
$703K +$348K +11,680 +96%

HYGW Hedge Fund Activity: Q1 2026 in Review

76 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) for Q1 2026, worth a combined $133M — down 41% from $224M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HYGW and 11 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 14 added.

The largest buyer was Jordan Park Group, opening a new position worth an estimated $23.7M. The largest seller was Envestnet Asset Management, cutting an estimated $32.5M.

  • 76 institutional investors held iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) as of Q1 2026, down from 86 in Q4 2025.
  • Funds reported $133M of iShares High Yield Corporate Bond BuyWrite Strategy ETF stock for Q1 2026, down 41% quarter-over-quarter.
  • 11 funds opened new iShares High Yield Corporate Bond BuyWrite Strategy ETF positions in Q1 2026 and 16 closed out, a net change of -5 holders.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF buyer in Q1 2026 was Jordan Park Group, an estimated $23.7M added.
  • The largest iShares High Yield Corporate Bond BuyWrite Strategy ETF seller in Q1 2026 was Envestnet Asset Management, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2026.