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iShares 0-5 Year High Yield Corporate Bond ETF

413 hedge funds and large institutions have $3.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

50% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 128

5% more capital invested

Capital invested by funds: $3.12B → $3.29B (+$163M)

3% more funds holding

Funds holding: 401413 (+12)

0.34% more ownership

Funds ownership: 59.1%59.44% (+0.34%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
413
Holders Change
+12
Holders Change %
+2.99%
% of All Funds
7.23%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
47
Increased
192
Reduced
128
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$751K -$176K -3,839 -19%
RWM
227
Ritholtz Wealth Management
New York
$740K +$14.5K +317 +2%
SAM
228
Strategy Asset Managers
California
$734K -$15.8K -345 -2%
SC
229
Sierra Capital
Florida
$734K +$41.7K +912 +6%
CAG
230
Csenge Advisory Group
Florida
$724K -$24.8K -542 -3%
QWM
231
Quaker Wealth Management
New Jersey
$719K +$720K +15,729 New
T
232
TNF
Montana
$708K +$720K +15,728 New
SA
233
Shilanski & Associates
Alaska
$705K +$36.6K +801 +5%
BOPW
234
Brandywine Oak Private Wealth
Pennsylvania
$696K +$34.2K +747 +5%
PIMG
235
Patriot Investment Management Group
Tennessee
$690K +$19.9K +435 +3%
CIAS
236
CFS Investment Advisory Services
New Jersey
$664K +$665K +14,536 New
TCM
237
Triumph Capital Management
Colorado
$658K +$658K +14,393 New
FAIM
238
Financial Advocates Investment Management
Washington
$653K +$3.84K +84 +0.6%
NA
239
NewEdge Advisors
Louisiana
$641K -$62.4K -1,365 -9%
MA
240
Mutual Advisors
Nebraska
$637K -$61.5K -1,345 -9%
IA
241
IFP Advisors
Florida
$633K -$42.5K -930 -6%
ML
242
McAdam LLC
Pennsylvania
$630K -$29.7K -649 -4%
KPWS
243
Kestra Private Wealth Services
Texas
$625K +$626K +13,679 New
BA
244
Bellwether Advisors
Nebraska
$618K
BAM
245
Belpointe Asset Management
Nevada
$613K +$16.9K +370 +3%
SB
246
Strategic Blueprint
Georgia
$609K -$38.9K -850 -6%
BTWM
247
Baker Tilly Wealth Management
Wisconsin
$602K +$271K +5,916 +81%
PWM
248
Penobscot Wealth Management
Maine
$589K +$29.4K +643 +5%
FA
249
FDx Advisors
Illinois
$578K +$7.73K +169 +1%
IWP
250
Icon Wealth Partners
Texas
$574K -$89.8K -1,963 -14%

SHYG Hedge Fund Activity: Q3 2021 in Review

413 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2021, worth a combined $3.29B — up 5.2% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SHYG positions and 27 closed out — a net gain of 20 holders — while 192 added to existing stakes and 128 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $93.2M. The largest seller was Meeder Asset Management, cutting an estimated $62.8M.

  • 413 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2021, up from 401 in Q2 2021.
  • Funds reported $3.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 47 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2021 and 27 closed out, a net change of +20 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2021 was Bramshill Investments, an estimated $93.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2021 was Meeder Asset Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2021.