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iShares 0-5 Year High Yield Corporate Bond ETF

457 hedge funds and large institutions have $3.34B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 136 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 38

29% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 136

11% more funds holding

Funds holding: 413457 (+44)

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

1.64% more ownership

Funds ownership: 59.44%61.08% (+1.6%)

2% more capital invested

Capital invested by funds: $3.29B → $3.34B (+$50.8M)

Holders
457
Holders Change
+44
Holders Change %
+10.65%
% of All Funds
7.03%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.45%
New
88
Increased
176
Reduced
136
Closed
38
Calls
$320K
Puts
Net Calls
+$320K
Net Calls Change
+$320K
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
Outlook Wealth Advisors
Texas
$915K -$523K -11,547 -36%
CAWM
227
Capital Advisors Wealth Management
Washington
$893K +$351K +7,753 +65%
UMC
228
United Maritime Capital
New York
$878K -$204K -4,500 -19%
CP
229
Cumberland Partners
Ontario, Canada
$872K
HFA
230
High Falls Advisors
New York
$863K -$58.1K -1,283 -6%
HWIS
231
Hancock Whitney Investment Services
Louisiana
$854K +$850K +18,764 New
SW
232
SVB Wealth
Massachusetts
$852K -$1.4M -30,868 -62%
AAMA
233
Advanced Asset Management Advisors
Ohio
$852K
EL
234
Essex LLC
Illinois
$842K -$399K -8,797 -32%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$841K +$841K +18,563 New
HCA
236
Harbour Capital Advisors
Virginia
$840K -$112K -2,475 -12%
PP
237
Prudential plc
United Kingdom
$836K -$63.5K -1,400 -7%
CIAS
238
CFS Investment Advisory Services
New Jersey
$818K +$171K +3,774 +26%
TCM
239
Triumph Capital Management
Colorado
$797K +$145K +3,192 +22%
TWM
240
Tradition Wealth Management
Minnesota
$778K -$4.76K -105 -0.6%
SWM
241
Spire Wealth Management
Virginia
$766K +$21.2K +468 +3%
CAG
242
Csenge Advisory Group
Florida
$756K +$24.6K +542 +3%
QWM
243
Quaker Wealth Management
New Jersey
$742K +$29.8K +657 +4%
FPAS
244
Focus Partners Advisor Solutions
Missouri
$742K +$743K +16,383 New
SMG
245
Smart Money Group
Texas
$724K -$95.7K -2,111 -12%
T
246
TNF
Montana
$710K
SA
247
Shilanski & Associates
Alaska
$710K +$11K +243 +2%
BTWM
248
Baker Tilly Wealth Management
Wisconsin
$705K +$108K +2,389 +18%
PA
249
Procyon Advisors
Connecticut
$703K +$256K +5,649 +57%
IIA
250
IPG Investment Advisors
California
$696K -$56.7K -1,250 -8%

SHYG Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2021, worth a combined $3.34B — up 1.5% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SHYG positions and 38 closed out — a net gain of 50 holders — while 176 added to existing stakes and 136 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $39.3M. The largest seller was Bramshill Investments, cutting an estimated $132M.

  • 457 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2021, up from 413 in Q3 2021.
  • Funds reported $3.34B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 88 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2021 and 38 closed out, a net change of +50 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2021 was Invesco, an estimated $39.3M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2021 was Bramshill Investments, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2021.