Stocks / ETF
HYGETF
FollowFollowingUnfollowiShares iBoxx $ High Yield Corporate Bond ETF
$76.891d -0.7%5d -0.4%settled close · 2026-11-02
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Get what investors say about HYG next
16 investor calls on HYG in the last 90 days (6 bullish, 10 bearish). Follow HYG free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Mkt cap $15B (11/2)β 0.2052w $77–81Shares 198.2MNYSE Arca since 2007
The tape, with the calls on it
Who said what, and what HYG did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about HYG
13 long31 shortlatest 2026-10-26
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-26 | Eric Sterner | Bullish | Fox Business (uncut) | Corporate balance sheets remain healthy as CCC-and-below issuers have shrunk from 15% to 7% of the high yield… |
| 2026-10-22 | Ivelina Green | Bearish | Bloomberg Open Interest | Credit is in a bear market driven by a perfect storm of elevated rates versus tight spreads, AI IG supply… |
| 2026-10-21 | Matt StuckeyChief Portfolio Manager, Equities, Northwestern Mutual Wealth Management | Bearish | Bloomberg TV (uncut) | Spreads are too tight relative to the equity-like risk correlation HY carries; investors get better… |
| 2026-10-16 | Andrew BorsaCIO, Global Fixed Income, PIMCO | Bearish | Bloomberg TV (uncut) | High yield spreads are not wide enough to compensate for downside risk, with asymmetric potential for… |
| 2026-10-15 | Jose TorresSenior Economist, Interactive Brokers | Bullish | CNBC (uncut) | HY spreads have widened excessively due to elevated Treasury and corporate issuance driven by AI capex plus… |
| 2026-10-15 | Danielle Dimartino BoothCEO & Chief Strategist, QI Research | Bearish | Key Advisors | The Common Sense Bull | Triple-C high yield spreads have crossed the 10,000 basis point threshold and companies are increasingly… |
| 2026-10-12 | Unknown Jp Morgan Asset Management | Bearish | A Wealth of Common Sense (Ben Carlson) | Tight high yield spreads are masking deteriorating trouble visible elsewhere in credit markets, making the… |
| 2026-10-09 | Jurrien TimmerDirector of Global Macro, Fidelity Investments | Bullish | The Compound | Leveraged loans deliver high-yield-like spreads with floating-rate coupons, eliminating duration risk… |
| 2026-10-08 | Rick RiederCIO of Global Fixed Income, BlackRock | Bearish | Bloomberg Television | Rollover financing risk is already materializing in the leveraged loan market as higher-for-longer rates… |
| 2026-10-08 | Jim BiancoMacro strategist — Bianco Research | Bearish | Jim Bianco (newest) | Companies that refinanced at near-zero rates face imminent refinancing at 5%+ and markets are pricing in… |
Show all 44 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-02 | Priya MisraPortfolio manager, J.P. Morgan Asset Management | Bullish | Bloomberg Surveillance | The 40+ bps of HY spread widening is supply/technical not a fundamental deterioration—corporate balance… |
| 2026-09-28 | Bob MicheleCIO & head of global fixed income, J.P. Morgan Asset Management | Bullish | Bloomberg Surveillance | Economy not heading into recession, HY at ~300bps spread and over 8% all-in yield offers attractive return… |
| 2026-09-23 | Winnie CisarGlobal head of strategy, CreditSights | Bearish | Bloomberg Surveillance | Surge in data center HY new issuance is forcing investors to be choosier, structures are novel and have… |
| 2026-09-17 | Lauren BasmadjianGlobal head of liquid credit, Carlyle | Bullish | Bloomberg Open Interest | With ~25% of the loan market maturing by end-2029 and a meaningful software slug yet to refinance, companies… |
| 2026-09-16 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | Julia La Roche Show | Floating-rate triple-C borrowers are already down 5-6% total return as rising rates squeeze the weakest… |
| 2026-09-11 | Cameron DawsonCIO, NewEdge Wealth | Bearish | Bloomberg The Close | High yield spreads at only 300bps offer inadequate compensation as Fed rate hikes remove liquidity, tighten… |
| 2026-07-28 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bullish | Michael Green | Fixed income has a self-correcting mechanism through endogenous coupon cash flows that prevents… |
| 2026-07-02 | Rick RiederCIO of Global Fixed Income, BlackRock | Bullish | Bloomberg Television | European HY spreads are wider than US, and for dollar investors the swap back to USD makes the carry… |
| 2026-06-26 | Kevin SmithCIO, Crescat Capital | Short | CNBC Closing Bell Overtime | Record tight credit spreads are unsustainable and a blowout would hammer high yield, making put options on a… |
| 2026-05-28 | Miriam WheelerGlobal head of leveraged finance, Goldman Sachs | Bullish | Bloomberg Open Interest | Hyperscalers committing $600 billion to AI CapEx this year alone creates a generational financing opportunity… |
| 2026-05-14 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bullish | Macro Voices | At elevated asset prices investors should rotate into income-generating instruments like hedged high yield… |
| 2026-05-05 | Victor KhoslaFounder & CIO, Strategic Value Partners | Bearish | Bloomberg The Close | 30% of the European HY market is economically stressed — western Germany heading into recession, real estate… |
| 2026-03-27 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | Julia La Roche Show | Triple-C bank loan spreads are already near 2,000 bps on an index level, signaling the market does not expect… |
| 2026-03-19 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | TheRoyaltyKing | In the speculation phase of the liquidity cycle, credit spreads are beginning to blow out—private credit… |
| 2026-01-09 | Rick RiederCIO of Global Fixed Income, BlackRock | Bearish | Bloomberg Podcasts | Reducing HY exposure in favor of higher-quality assets to maintain portfolio yield while lowering credit risk… |
| 2025-12-19 | David RosenbergEconomist — Rosenberg Research | Bearish | Kitco NEWS | Credit spreads are pricing a corporate default rate decline from 6% to 3%, which Rosenberg views as… |
| 2025-10-22 | Luke GromenMacro strategist — founder, FFTT | Bearish | ForexAnalytix | AI/robotics-driven job displacement and ICE-raid-related immigration shock are hitting consumer credit… |
| 2025-10-22 | Jim ChanosShort seller — Chanos & Co (family office) | Bearish | Bloomberg Podcasts | Credit spreads remain near record lows despite mounting blow-ups, meaning the market is mispricing risk and a… |
| 2025-05-25 | Chamath PalihapitiyaFounder, Social Capital | Short | All-In Podcast | Government crowding out of private capital will cascade to private industry credit stress, and CDS costs are… |
| 2025-04-04 | Chamath PalihapitiyaFounder, Social Capital | Short | All-In Podcast | Tariff-driven revenue compression threatens leveraged corporate borrowers whose debt covenants are tied to… |
| 2025-04-02 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | Forward Guidance | Credit is priced for perfection while the economy slows from ~7-8% NGDP to sub-4%, CCC spreads have already… |
| 2025-02-07 | David GirouxHead of Investment Strategy & CIO Multi-Asset, T. Rowe Price | Bearish | The Compound | Leveraged loans sit at the top of the capital structure and are floating-rate, so they benefit when rates… |
| 2025-01-17 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | High yield spreads barely moved during the equity selloff and HYG bounced cleanly off its 200-day MA while… |
| 2024-08-28 | Emily RolandCo-chief investment strategist, Manulife John Hancock Investments | Bearish | Bloomberg Surveillance | High yield spreads near 300bps are historically tight; at this level, 12-month forward returns have… |
| 2024-07-17 | Amanda LynamChief credit strategist, Goldman Sachs | Bullish | Bloomberg Surveillance | With the yield curve still inverted, short-duration floating rate products allow investors to pick up… |
| 2024-05-14 | Boaz WeinsteinFounder & CIO, Saba Capital Management | Short | CNBC Television | Corporate credit spreads are near all-time lows while top economists price roughly a 35% recession… |
| 2023-11-15 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | Stated yields of ~19% on CCC bank loans reflect inevitable defaults, and higher-for-longer rates make it… |
| 2023-10-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | Rising interest rates will produce higher default rates and lower recovery rates than the falling-rate era… |
| 2023-03-02 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | Floating-rate bank loan borrowers who paid ~3% (300bps over SOFR) will face ~8% coupons within months, while… |
| 2023-01-18 | Howard MarksCo-chairman, Oaktree Capital | Bullish | Bloomberg Television | Higher default rates returning to ~4% historical norms create buying opportunities in debt of fundamentally… |
| 2021-05-10 | Daniel ZwirnCo-founder & former CEO/CIO, Arena Investors | Short | The Acquirers Podcast | Risk is being pushed into leveraged loans through balance sheets that are way too tight, compressing spreads… |
| 2020-01-06 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Short | Bloomberg Television | Eight years of free money pushed investors into credit; HY yields at 5-6% on instruments that should yield… |
| 2018-12-20 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Short | Thayer Tech | Eight years of free money pushed credit spreads to levels (5-6% yields) that should be 8-9% given underlying… |
| 2018-10-31 | Marc LasryCEO, Avenue Capital Group | Short | Bloomberg Television | HY spreads at 380 bps don't compensate for risk given that 80% of new issuance is covenant-light with lower… |
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The options tape
Notable options days
Sessions in the last 120 where HYG’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-29 | ||||||
| 2026-09-24 | ||||||
| 2026-09-23 | ||||||
| 2026-09-18 | ||||||
| 2026-09-17 | ||||||
| 2026-09-10 | ||||||
| 2026-07-21 | ||||||
| 2026-06-24 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
HYG on the Wheel
HYG did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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