iShares iBoxx $ High Yield Corporate Bond ETF (HYG) Institutional Ownership

$76.62
+0.24 (+0.31%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$782.75M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$1.10B
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HYG Institutional Buying and Selling by Quarter

iShares iBoxx $ High Yield Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Summit Financial LLC16,092$1.25M0.1%+25.9%0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.137,870$10.72M0.0%+7.7%0.074%
4/24/2024 NBT Bank N A NY56,222$4.37M0.3%-40.7%0.030%
4/23/2024 Strategic Blueprint LLC28,628$2.23M0.2%+15.9%0.015%
4/23/2024 Rebalance LLC98,289$7.64M0.6%+5.1%0.052%
4/22/2024 BTS Asset Management Inc.25,567$1.99M1.6%-11.6%0.014%
4/22/2024Ashton Thomas Private Wealth LLC18,354$1.43M0.1%-17.6%0.010%
4/19/2024 Amarillo National Bank175,810$13.67M2.6%-0.5%0.088%
4/19/2024 Redmont Wealth Advisors LLC13,476$1.05M1.5%N/A0.007%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.119,656$9.30M0.0%-5.3%0.060%
4/18/2024 Farmers & Merchants Investments Inc.147,915$11.50M0.4%+5.5%0.074%
4/18/2024 Hexagon Capital Partners LLC2,346$182K0.0%-20.6%0.001%
4/18/2024 Fifth Third Securities Inc.44,628$3.47M0.3%-0.9%0.022%
4/17/2024 Vicus Capital40,383$3.14M0.3%+34.8%0.020%
4/17/2024 Burns J W & Co. Inc. NY8,148$633K0.1%-7.1%0.004%
4/16/2024 Financial Management Professionals Inc.2,827$220K0.0%-6.1%0.001%
4/15/2024 Sunbelt Securities Inc.17,019$1.32M0.1%+19.1%0.008%
4/15/2024 Kingswood Wealth Advisors LLC15,240$1.19M0.1%+93.6%0.008%
4/12/2024 Worth Asset Management LLC166,498$12.94M8.0%+45.4%0.083%
4/12/2024 AdvisorNet Financial Inc37,961$2.95M0.3%+17.7%0.019%
4/11/2024 City Holding Co.12,774$993K0.1%+17.0%0.006%
4/11/2024Central Bank & Trust Co.101,309$7.87M1.1%-1.9%0.051%
4/10/2024 American National Bank836$65K0.0%+57.7%0.000%
4/9/2024 Massmutual Trust Co. FSB ADV2,498$194K0.0%-61.0%0.001%
4/5/2024 NBC Securities Inc.26,762$2.18M0.2%+3.4%0.013%
4/4/2024 S. R. Schill & Associates3,227$251K0.1%+17.3%0.002%
4/3/2024 Peoples Bank KS845$66K0.1%-60.3%0.000%
4/3/2024 Stairway Partners LLC242,034$18.81M1.5%+1.9%0.121%
3/8/2024ICA Group Wealth Management LLC1,029$80K0.0%N/A0.001%
3/5/2024Fisher Asset Management LLC143,673$11.12M0.0%+34.9%0.072%
3/4/2024Richardson Financial Services Inc.30,841$2.39M2.1%N/A0.015%
3/1/2024 Transcendent Capital Group LLC42,158$3.26M2.2%N/A0.021%
2/26/2024Syon Capital LLC25,352$1.96M0.2%+440.0%0.013%
2/20/2024Able Wealth Management LLC502$39K0.0%N/A0.000%
2/16/2024Aspect Partners LLC14,687$1.14M0.7%N/A0.007%
2/14/2024VitalStone Financial LLC2,365$183K0.1%+2,443.0%0.001%
2/14/2024State of Tennessee Treasury Department1,245,489$96.39M0.4%-58.1%0.621%
2/14/2024Waterloo Capital L.P.3,882$300K0.0%N/A0.002%
2/13/2024Pinebridge Investments L.P.158,721$12.28M0.1%+48.1%0.079%
2/13/2024Hirtle Callaghan & Co LLC12,291$951K0.0%-31.5%0.006%
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2/13/2024CIBC Private Wealth Group LLC100,627$7.79M0.0%+1.0%0.050%
2/13/2024Dorsey Wright & Associates9,678$749K0.2%-14.1%0.005%
2/13/2024SWS Partners5,933$459K0.1%+8.0%0.003%
2/12/2024Partners Capital Investment Group LLP64,936$5.03M0.1%-79.1%0.032%
2/12/2024Alley Investment Management Company LLC121,404$9.40M1.4%+5.0%0.061%
2/12/2024NYL Investors LLC8,312,500$643.30M26.1%+6.8%4.144%
2/12/2024Parallel Advisors LLC154,320$11.94M0.4%-1.6%0.077%
2/9/2024 Cambridge Investment Research Advisors Inc.128,019$9.91M0.0%-38.9%0.064%
2/9/2024Allstate Corp1,491,858$115.46M8.0%-2.9%0.744%
2/9/2024Tidemark LLC570$44K0.0%N/A0.000%
2/9/2024Union Savings Bank6,913$535K0.3%+7.0%0.003%
2/9/2024MainStreet Investment Advisors LLC5,834$451K0.1%-74.4%0.003%
2/8/2024Greenup Street Wealth Management LLC38,653$2.99M0.8%+2.6%0.019%
2/8/2024 American National Bank530$41K0.0%+13,150.0%0.000%
2/8/2024Navellier & Associates Inc.15,883$1.23M0.2%N/A0.008%
2/8/2024Janney Montgomery Scott LLC88,449$6.85M0.0%-0.8%0.044%
2/8/2024Hikari Tsushin Inc.126,634$9.80M0.9%N/A0.063%
2/8/2024Pinnacle Wealth Planning Services Inc.3,188$247K0.0%N/A0.002%
2/8/2024Ironwood Investment Counsel LLC19,353$1.50M0.3%-13.7%0.010%
2/8/20241ST Source Bank39,511$3.06M0.2%+0.5%0.020%
2/7/2024One Capital Management LLC97,507$7.55M0.3%+64.3%0.049%
2/7/2024 NBC Securities Inc.25,874$2.00M0.2%+34.4%0.013%
2/7/2024AGF Management Ltd.3,400$263K0.0%-22.7%0.002%
2/7/2024Ethos Financial Group LLC16,864$1.31M0.3%N/A0.008%
2/6/2024Cullen Frost Bankers Inc.245,255$18.98M0.3%+188.8%0.122%
2/6/2024Noesis Capital Mangement Corp7,655$592K0.1%-4.4%0.004%
2/6/2024 First Horizon Advisors Inc.17,939$1.39M0.0%+141.9%0.009%
2/6/2024Fisher Asset Management LLC147,516$11.42M0.0%+38.5%0.074%
2/6/2024 Summit Financial LLC12,780$989K0.1%+3.6%0.006%
2/5/2024 Hexagon Capital Partners LLC2,953$228K0.1%-46.8%0.001%
2/2/2024J.Safra Asset Management Corp86,084$6.66M0.9%+1.2%0.043%
2/2/2024Syon Capital LLC25,352$1.96M0.1%+440.0%0.013%
2/1/2024Lorne Steinberg Wealth Management Inc.20,779$1.61M0.5%-33.4%0.010%
2/1/2024 Vicus Capital29,965$2.32M0.2%-25.2%0.015%
1/31/2024 Wetzel Investment Advisors Inc.330$26K0.0%N/A0.000%
1/30/2024Avior Wealth Management LLC1,672$129K0.0%-49.9%0.001%
1/30/2024SVB Wealth LLC31,215$2.42M0.1%-23.6%0.016%
1/30/2024Sierra Capital LLC25,295$1.96M0.3%-5.6%0.013%
1/30/2024 S. R. Schill & Associates2,751$213K0.1%N/A0.001%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.126,334$9.78M0.0%+4.4%0.063%
1/29/2024 Plan Group Financial LLC49,202$3.81M3.3%-41.3%0.025%
1/25/2024 Strategic Blueprint LLC24,695$1.91M0.2%+651.3%0.012%
1/25/2024Pinkerton Retirement Specialists LLC97,132$7.52M1.4%N/A0.048%
1/24/2024Prime Capital Investment Advisors LLC123,269$9.54M0.1%+729.9%0.061%
1/24/2024Advisors Preferred LLC50,329$3.88M0.6%N/A0.025%
1/24/2024 Park Place Capital Corp2,267$175K0.1%-17.7%0.001%
1/24/2024Arkadios Wealth Advisors12,006$929K0.1%+135.6%0.006%
1/23/2024 Farmers & Merchants Investments Inc.140,236$10.85M0.4%+4.0%0.070%
1/23/2024 Private Ocean LLC3,354$260K0.0%-61.8%0.002%
1/19/2024 AdvisorNet Financial Inc32,249$2.50M0.2%+77.7%0.016%
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1/19/2024 Manning & Napier Group LLC68,045$5.27M0.1%-2.3%0.034%
1/18/2024 Burns J W & Co. Inc. NY8,773$679K0.1%-19.9%0.004%
1/18/2024Constant Guidance Financial LLC50,914$3.94M4.0%N/A0.025%
1/18/2024 BTS Asset Management Inc.28,909$2.24M1.7%-9.5%0.014%
1/18/2024 Grey Fox Wealth Advisors LLC20,327$1.57M0.7%-3.2%0.010%
1/16/2024 Kingswood Wealth Advisors LLC7,870$609K0.1%N/A0.004%
1/12/2024SG Americas Securities LLC201,055$15.56M0.1%-13.5%0.100%
1/12/2024 Financial Management Professionals Inc.3,011$233K0.0%+29.3%0.002%
1/11/2024Whittier Trust Co.14,878$1.15M0.0%+105.4%0.007%
1/11/2024 Worth Asset Management LLC114,483$8.86M6.3%+2,774.3%0.057%
(Data available from 1/1/2016 forward)

HYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYG shares?

During the previous two years, 249 institutional investors and hedge funds held shares of iShares iBoxx $ High Yield Corporate Bond ETF. The most heavily invested institutionals were NYL Investors LLC ($643.30M), SPX Gestao de Recursos Ltda ($176.56M), Allstate Corp ($115.46M), Westside Investment Management Inc. ($114.32M), Ameriprise Financial Inc. ($108.73M), State of Tennessee Treasury Department ($96.39M), and JPMorgan Chase & Co. ($88.87M).Learn more on HYG's institutional investors.

Which institutional investors have been buying iShares iBoxx $ High Yield Corporate Bond ETF stock?

Of the 204 institutional investors that purchased iShares iBoxx $ High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NYL Investors LLC ($4.00M), SPX Gestao de Recursos Ltda ($2.35M), BW Gestao de Investimentos Ltda. ($1.02M), Allstate Corp ($827.17K), American Trust ($780.74K), Mackenzie Financial Corp ($698.50K), and BTS Asset Management Inc. ($645.69K).

How much institutional buying is happening at iShares iBoxx $ High Yield Corporate Bond ETF?

Institutional investors have bought a total of 20,581,372 shares in the last 24 months. This purchase volume represents approximately $1.54B in transactions.

Which iShares iBoxx $ High Yield Corporate Bond ETF major shareholders have been selling company stock?

Of the 154 institutional investors that sold iShares iBoxx $ High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($8.95M), JPMorgan Chase & Co. ($3.70M), State of Tennessee Treasury Department ($2.00M), SG Americas Securities LLC ($1.67M), American Trust ($779.34K), Pacific Asset Management LLC ($751.46K), and Bank of New York Mellon Corp ($541.85K).

How much institutional selling is happening at iShares iBoxx $ High Yield Corporate Bond ETF?

Institutional investors have sold a total of 23,933,867 shares in the last 24 months. This volume of shares sold represents approximately $1.82B in transactions.


This page (NYSEARCA:HYG) was last updated on 4/28/2024 by MarketBeat.com Staff

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