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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

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: 29 → 30 (+1)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

2% less funds holding

Funds holding: 457 → 450 (-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
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$92.4M
2
Bank of America
Bank of America
North Carolina
+$78.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$78.3M
4
Truist Financial
Truist Financial
North Carolina
+$64.1M
5
RJA
Raymond James & Associates
Florida
+$47.7M

Top Sellers

1
CPSAC
Chas P. Smith & Associates (CPS)
Florida
-$68.3M
2
CCA
Clearwater Capital Advisors
Illinois
-$54.3M
3
AC
Allstate Corporation
Illinois
-$43.4M
4
DF
Donoghue Forlines
Massachusetts
-$41.5M
5
GI
Gradient Investments
Minnesota
-$40.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
251
Patriot Investment Management Group
Tennessee
$663K – – –
SWM
252
Spire Wealth Management
Virginia
$656K -$87.6K -1,978 -12%
FPAS
253
Focus Partners Advisor Solutions
Missouri
$655K -$64.8K -1,464 -9%
IIA
254
IPG Investment Advisors
California
$653K -$22K -496 -3%
CAG
255
Csenge Advisory Group
Florida
$644K -$79.9K -1,804 -11%
BOPW
256
Brandywine Oak Private Wealth
Pennsylvania
$643K -$22.1K -500 -3%
LFAS
257
Level Four Advisory Services
Texas
$643K +$62.7K +1,416 +11%
SP
258
Successful Portfolios
Florida
$640K -$267K -6,036 -29%
Baird Financial Group
259
Baird Financial Group
Wisconsin
$632K +$432K +9,758 +211%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$614K +$168K +3,792 +37%
BA
261
Bellwether Advisors
Nebraska
$612K – – –
NSIM
262
North Star Investment Management
Illinois
$607K +$269K +6,070 +78%
FAIM
263
Financial Advocates Investment Management
Washington
$604K -$41K -925 -6%
Koshinski Asset Management
264
Koshinski Asset Management
Illinois
$589K +$247K +5,567 +71%
PA
265
Procyon Advisors
Connecticut
$586K -$96.8K -2,185 -14%
SAM
266
Strategy Asset Managers
California
$585K +$589K +13,309 New
MIA
267
MMBG Investment Advisors
Florida
$579K -$590K -13,334 -50%
Bank Julius Baer & Co
268
Bank Julius Baer & Co
Switzerland
$577K -$20.7M -468,332 -97%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$549K – – –
RFN
270
Redwood Financial Network
Ohio
$540K +$544K +12,294 New
BAM
271
Belpointe Asset Management
Nevada
$531K +$20.7K +467 +4%
TSS
272
Two Sigma Securities
New York
$529K +$311K +7,026 +140%
ML
273
McAdam LLC
Pennsylvania
$516K +$9.74K +220 +2%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$514K -$150K -3,386 -22%
DI
275
Disciplined Investments
Oklahoma
$512K +$216K +4,871 +72%
9 10
11
12 13

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.