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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
M&T Bank
251
M&T Bank
New York
$407K -$2.55M -60,248 -86%
LWA
252
LWS Wealth Advisors
New Jersey
$404K +$91.4K +2,164 +30%
SB
253
Strategic Blueprint
Georgia
$399K +$393K +9,302 New
Mirae Asset Global Investments
254
Mirae Asset Global Investments
South Korea
$389K -$528K -12,500 -58%
RG
255
Retirement Group
California
$377K +$371K +8,781 New
SA
256
Shilanski & Associates
Alaska
$375K +$4.22K +100 +1%
VAS
257
Vestmark Advisory Solutions
Massachusetts
$371K +$7.6K +180 +2%
EFL
258
ERn Financial LLC
Wisconsin
$370K +$11.2K +266 +3%
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$370K +$284K +6,726 +353%
SAM
260
SignalPoint Asset Management
Missouri
$363K +$24.2K +574 +7%
TFA
261
Teamwork Financial Advisors
Texas
$363K +$357K +8,461 New
AIP
262
Ameritas Investment Partners
Nebraska
$362K +$7.22K +171 +2%
XF
263
XML Financial
Maryland
$355K +$4.82K +114 +1%
MFS
264
McNamara Financial Services
Massachusetts
$353K +$348K +8,232 New
MYIA
265
Mount Yale Investment Advisors
Colorado
$348K +$15.2K +359 +5%
EWMCB
266
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$346K
OPS
267
Orion Portfolio Solutions
Nebraska
$341K +$39.8K +942 +13%
SFG
268
StrategIQ Financial Group
Indiana
$336K +$331K +7,830 New
AWM
269
Alterna Wealth Management
Texas
$326K -$2.38M -56,353 -88%
Principal Financial Group
270
Principal Financial Group
Iowa
$320K -$45K -1,066 -13%
OIA
271
OneDigital Investment Advisors
Kansas
$319K -$40.4K -957 -11%
PFA
272
Pettinga Financial Advisors
Indiana
$313K +$308K +7,302 New
AAS
273
Avantax Advisory Services
Texas
$309K +$94.8K +2,243 +45%
SAM
274
Strategy Asset Managers
California
$306K +$301K +7,128 New
DP
275
Dearborn Partners
Illinois
$305K +$300K +7,106 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.