We are live on ! Find out more
SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF

457 hedge funds and large institutions have $3.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 180 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 59

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

2% more funds holding

Funds holding: 450457 (+7)

1.24% more ownership

Funds ownership: 67.64%68.88% (+1.2%)

16% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 180

95% less capital invested

Capital invested by funds: $63B → $3.29B (-$59.7B)

Holders
457
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
7.7%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.56%
New
72
Increased
151
Reduced
180
Closed
59
Calls
$500K
Puts
Net Calls
+$500K
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
226
Transatlantique Private Wealth
New York
$823K +$859K +20,320 New
JWA
227
JFS Wealth Advisors
Pennsylvania
$792K -$574K -13,572 -41%
CP
228
Cumberland Partners
Ontario, Canada
$781K
OWA
229
Outlook Wealth Advisors
Texas
$766K -$59.6K -1,409 -7%
RRA
230
Round Rock Advisors
Connecticut
$765K +$888 +21 +0.1%
AAMA
231
Advanced Asset Management Advisors
Ohio
$762K
PA
232
PFG Advisors
Arizona
$753K -$55.6K -1,315 -7%
QWM
233
Quaker Wealth Management
New Jersey
$741K +$35.5K +839 +5%
FW
234
FirstPurpose Wealth
Utah
$734K +$50.3K +1,189 +7%
C1AG
235
Client 1st Advisory Group
Florida
$729K -$171K -4,053 -18%
CAG
236
Csenge Advisory Group
Florida
$722K +$133K +3,150 +22%
SA
237
Shilanski & Associates
Alaska
$684K +$38.6K +913 +6%
TI
238
Tidal Investments
Wisconsin
$669K +$27.9K +660 +4%
HCA
239
Harbour Capital Advisors
Virginia
$659K
AO
240
Advisor OS
Illinois
$658K -$56.6K -1,337 -8%
DI
241
Disciplined Investments
Oklahoma
$658K +$194K +4,582 +39%
GGS
242
Galvin Gaustad & Stein
Arizona
$645K -$1.08M -25,495 -62%
TSS
243
Two Sigma Securities
New York
$644K +$163K +3,855 +32%
HWMA
244
Heritage Wealth Management (Arizona)
Arizona
$634K +$550K +13,014 +495%
PIMG
245
Patriot Investment Management Group
Tennessee
$612K
SFM
246
Signet Financial Management
New Jersey
$611K +$637K +15,057 New
BF
247
Blankinship & Foster
California
$607K +$634K +14,979 New
HI
248
Harbour Investments
Wisconsin
$606K +$632K +14,934 New
TWM
249
Tradition Wealth Management
Minnesota
$601K -$61.7K -1,458 -9%
BOPW
250
Brandywine Oak Private Wealth
Pennsylvania
$593K

SHYG Hedge Fund Activity: Q2 2022 in Review

457 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2022, worth a combined $3.29B — down 95% from $63B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SHYG positions and 59 closed out — a net gain of 13 holders — while 151 added to existing stakes and 180 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $193M. The largest seller was Invesco, exiting entirely with an estimated $83.5M sold.

  • 457 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2022, up from 450 in Q1 2022.
  • Funds reported $3.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 72 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2022 and 59 closed out, a net change of +13 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $193M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2022 was Invesco, an estimated $83.5M sold.

Based on aggregated 13F filings for Q2 2022.