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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
RF
251
RHS Financial
California
$573K -$158K -3,450 -22%
SFFS
252
Stonehage Fleming Financial Services
Jersey
$569K -$37.4K -818 -6%
LWP
253
Legacy Wealth Planning
Nevada
$568K -$42.6K -932 -7%
CF
254
Centaurus Financial
California
$563K +$222K +4,854 +65%
SFO
255
Stokes Family Office
Louisiana
$560K
GM
256
GeoWealth Management
Illinois
$557K +$116K +2,527 +26%
CAWM
257
Capital Advisors Wealth Management
Washington
$547K +$151K +3,292 +38%
TCA
258
Transcend Capital Advisors
New Jersey
$546K -$183K -4,000 -25%
TF
259
TimeScale Financial
Massachusetts
$540K +$2.33K +51 +0.4%
SAG
260
Spotlight Asset Group
Illinois
$533K -$486K -10,628 -48%
MAFM
261
Mid Atlantic Financial Management
Pennsylvania
$529K -$1.69K -37 -0.3%
NIC
262
Northwest Investment Counselors
Oregon
$512K -$3.66K -80 -0.7%
MFS
263
McNamara Financial Services
Massachusetts
$511K +$51.7K +1,131 +11%
Prudential Financial
264
Prudential Financial
New Jersey
$501K -$87.7K -1,918 -15%
MWC
265
MBM Wealth Consultants
Missouri
$494K -$354K -7,739 -42%
SWA
266
Stratos Wealth Advisors
Ohio
$488K -$97.2K -2,124 -17%
AWA
267
Arkadios Wealth Advisors
Georgia
$479K +$14.6K +320 +3%
SP
268
Successful Portfolios
Florida
$479K +$48.8K +1,066 +11%
RA
269
RFG Advisory
Alabama
$478K -$16.6K -363 -3%
VCM
270
Vivaldi Capital Management
Illinois
$476K -$25.2K -550 -5%
AIP
271
Ameritas Investment Partners
Nebraska
$476K +$15.2K +332 +3%
DWM
272
Dakota Wealth Management
Florida
$473K +$164K +3,590 +53%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$463K -$35.1K -768 -7%
LF
274
Lee Financial
Texas
$463K +$11K +240 +2%
CB
275
Commerce Bank
Missouri
$454K

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.