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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
SXL
276
Summit X LLC
Missouri
$454K +$90.2K +1,972 +25%
EWA
277
Evolution Wealth Advisors
Florida
$452K +$47.1K +1,030 +12%
PA
278
Procyon Advisors
Connecticut
$451K -$143K -3,115 -24%
DIA
279
Dana Investment Advisors
Wisconsin
$446K +$6.95K +152 +2%
EFL
280
ERn Financial LLC
Wisconsin
$421K +$1.37K +30 +0.3%
CFG
281
CKW Financial Group
Hawaii
$420K -$15.6K -341 -4%
SIA
282
Strategic Investment Advisors
Michigan
$406K -$5.58K -122 -1%
AAS
283
Avantax Advisory Services
Texas
$399K -$132K -2,890 -25%
FSA
284
Fort Sheridan Advisors
Illinois
$396K +$20K +437 +5%
Jane Street
285
Jane Street
New York
$391K +$53K +1,159 +16%
SAM
286
SignalPoint Asset Management
Missouri
$384K +$1.37K +30 +0.4%
WHG
287
Westwood Holdings Group
Texas
$383K +$412 +9 +0.1%
FCA
288
FinTrust Capital Advisors
South Carolina
$361K +$361K +7,897 New
CPSC
289
Carl P. Sherr & Co
Massachusetts
$357K +$320 +7 +0.1%
RG
290
Retirement Group
California
$353K -$74.8K -1,636 -17%
LWA
291
Lineweaver Wealth Advisors
Ohio
$350K -$22.6K -493 -6%
TI
292
Tidal Investments
Wisconsin
$347K +$347K +7,590 New
BCM
293
Brookstone Capital Management
Illinois
$345K -$33.6K -735 -9%
SAS
294
Stelac Advisory Services
New York
$345K +$10K +219 +3%
IWC
295
Integrated Wealth Concepts
Massachusetts
$341K +$61.4K +1,341 +22%
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$339K +$154K +3,366 +83%
LFF
297
Level Four Financial
Texas
$337K
MIH
298
Meitav Investment House
Israel
$337K +$21.4K +468 +7%
NCM
299
Novare Capital Management
North Carolina
$329K -$612K -13,372 -65%
AA
300
AlphaCentric Advisors
Puerto Rico
$318K +$8.1K +177 +3%

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.