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iShares 0-5 Year High Yield Corporate Bond ETF

450 hedge funds and large institutions have $63B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 176 increasing their positions, 156 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,788% more capital invested

Capital invested by funds: $3.34B → $63B (+$59.7B)

13% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 156

6.56% more ownership

Funds ownership: 61.08%67.64% (+6.6%)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

2% less funds holding

Funds holding: 457450 (-7)

Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
7.1%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.47%
New
61
Increased
176
Reduced
156
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWG
226
West Wealth Group
California
$902K +$909K +20,524 New
OWA
227
Outlook Wealth Advisors
Texas
$891K +$4.43K +100 +0.5%
JIP
228
Jaffetilchin Investment Partners
Florida
$887K +$16.9K +381 +2%
PA
229
PFG Advisors
Arizona
$874K -$72.4K -1,636 -8%
SB
230
Strategic Blueprint
Georgia
$867K +$349K +7,872 +66%
CP
231
Cumberland Partners
Ontario, Canada
$846K
RRA
232
Round Rock Advisors
Connecticut
$828K -$82.9K -1,871 -9%
AAMA
233
Advanced Asset Management Advisors
Ohio
$826K
CWM
234
Cabot Wealth Management
Massachusetts
$825K +$831K +18,761 New
CAWM
235
Capital Advisors Wealth Management
Washington
$813K -$53.8K -1,215 -6%
AO
236
Advisor OS
Illinois
$772K -$1.65M -37,169 -68%
QWM
237
Quaker Wealth Management
New Jersey
$767K +$46.6K +1,052 +6%
CFO
238
Collective Family Office
Pennsylvania
$756K +$762K +17,200 New
FW
239
FirstPurpose Wealth
Utah
$744K +$406K +9,177 +118%
CFGS
240
Concourse Financial Group Securities
Alabama
$742K -$231K -5,216 -24%
CFAM
241
Center For Asset Management
Florida
$737K +$251K +5,672 +51%
SW
242
Simplicity Wealth
New Jersey
$724K -$467K -10,547 -39%
TWM
243
Tradition Wealth Management
Minnesota
$715K -$39.5K -892 -5%
HCA
244
Harbour Capital Advisors
Virginia
$714K -$102K -2,300 -12%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$705K -$112K -2,534 -14%
SA
246
Shilanski & Associates
Alaska
$701K +$11.9K +269 +2%
TI
247
Tidal Investments
Wisconsin
$696K +$205K +4,620 +41%
HFS
248
Horizon Financial Services
North Carolina
$694K -$479K -10,819 -41%
SI
249
Stephens Inc
Arkansas
$689K +$694K +15,680 New
ATPW
250
Ashton Thomas Private Wealth
Arizona
$683K -$1.85M -41,853 -73%

SHYG Hedge Fund Activity: Q1 2022 in Review

450 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2022, worth a combined $63B — up 1,788% from $3.34B a quarter earlier.

Fund positioning in SHYG was balanced in Q1 2022: 61 funds opened new positions, 61 closed out, 176 added to existing stakes and 156 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $92.4M. The largest seller was Chas P. Smith & Associates (CPS), exiting entirely with an estimated $68.3M sold.

  • 450 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2022, down from 457 in Q4 2021.
  • Funds reported $63B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2022, up 1,788% quarter-over-quarter.
  • 61 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2022 and 61 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2022 was Janney Montgomery Scott, an estimated $92.4M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2022 was Chas P. Smith & Associates (CPS), an estimated $68.3M sold.

Based on aggregated 13F filings for Q1 2022.