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iShares 0-5 Year High Yield Corporate Bond ETF

369 hedge funds and large institutions have $3.09B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 176 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 82

85% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 40

31% more capital invested

Capital invested by funds: $2.36B → $3.09B (+$724M)

9% more funds holding

Funds holding: 337369 (+32)

1.59% more ownership

Funds ownership: 70.28%71.88% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
369
Holders Change
+32
Holders Change %
+9.5%
% of All Funds
7.56%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
74
Increased
176
Reduced
82
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
Outlook Wealth Advisors
Texas
$521K -$176K -4,178 -26%
MCIA
227
Mountain Capital Investment Advisors
Colorado
$513K +$503K +11,917 New
NYLIM
228
New York Life Investment Management
New York
$509K +$502K +11,879 New
TF
229
TimeScale Financial
Massachusetts
$506K
OFG
230
Omega Financial Group
California
$506K +$498K +11,790 New
WHG
231
Westwood Holdings Group
Texas
$502K -$1.87M -44,240 -79%
SP
232
Successful Portfolios
Florida
$501K +$125K +2,953 +34%
BPA
233
Beacon Pointe Advisors
California
$499K +$178K +4,218 +57%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$468K
NCM
235
Novare Capital Management
North Carolina
$468K +$14.8K +350 +3%
Fisher Asset Management
236
Fisher Asset Management
Washington
$457K -$4.73K -112 -1%
FIA
237
Foundations Investment Advisors
Arizona
$456K +$445K +10,541 New
AI
238
AdvisorShares Investments
Maryland
$443K +$162K +3,832 +59%
MA
239
Mutual Advisors
Nebraska
$443K +$175K +4,150 +67%
CWM
240
Cornerstone Wealth Management
Missouri
$442K +$194K +4,602 +81%
LF
241
Lee Financial
Texas
$437K +$42.4K +1,004 +11%
QFA
242
Quattro Financial Advisors
Texas
$433K -$371K -8,777 -47%
SWA
243
Stratos Wealth Advisors
Ohio
$430K +$256K +6,049 +152%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$428K +$21.4K +507 +5%
LWPC
245
Legacy Wealth Partners (California)
California
$426K -$199K -4,703 -32%
SC
246
Scotia Capital
Ontario, Canada
$426K +$162K +3,825 +63%
1IA
247
1834 Investment Advisors
Wisconsin
$416K -$122K -2,892 -23%
FCA
248
FinTrust Capital Advisors
South Carolina
$410K -$13.1K -310 -3%
CFG
249
CKW Financial Group
Hawaii
$410K +$81.6K +1,932 +25%
RWM
250
Ritholtz Wealth Management
New York
$408K +$402K +9,523 New

SHYG Hedge Fund Activity: Q2 2020 in Review

369 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2020, worth a combined $3.09B — up 31% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SHYG positions and 40 closed out — a net gain of 34 holders — while 176 added to existing stakes and 82 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $113M. The largest seller was Osaic Holdings, cutting an estimated $200M.

  • 369 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2020, up from 337 in Q1 2020.
  • Funds reported $3.09B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2020, up 31% quarter-over-quarter.
  • 74 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2020 and 40 closed out, a net change of +34 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $113M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2020.