Joel Greenblatt's HYG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 6.4K shares of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) worth $520,915, representing 0.00% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in HYG, representing a fresh investment thesis on this company.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares iBoxx $ High Yield Corporate Bond ETF (HYG) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares iBoxx $ High Yield Corporate Bond ETF (HYG) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +6,416 | New Buy | 6,416 | $80.65 |
Joel Greenblatt's iShares iBoxx $ High Yield Corporate Bond ETF Investment FAQs
Joel Greenblatt first purchased iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, acquiring 6,416 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to iShares iBoxx $ High Yield Corporate Bond ETF (HYG) was in Q2 2025, adding 6,416 shares worth $517,450. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 6,416 shares of iShares iBoxx $ High Yield Corporate Bond ETF (HYG), valued at approximately $520,915. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares iBoxx $ High Yield Corporate Bond ETF (HYG) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) was 6,416 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.