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iShares 0-5 Year High Yield Corporate Bond ETF

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: 2930 (+1)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

2% less funds holding

Funds holding: 457450 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
276
Dana Investment Advisors
Wisconsin
$505K +$36.3K +820 +8%
T
277
TNF
Montana
$486K -$196K -4,428 -28%
MCM
278
Mainstay Capital Management
Michigan
$486K
LWA
279
Lineweaver Wealth Advisors
Ohio
$484K +$1.15K +26 +0.2%
SW
280
SteelPeak Wealth
California
$482K +$167K +3,778 +53%
BAMG
281
Brand Asset Management Group
Missouri
$474K +$478K +10,791 New
NIC
282
Northwest Investment Counselors
Oregon
$472K +$664 +15 +0.1%
KSWA
283
Kathleen S. Wright Associates
Pennsylvania
$456K +$133 +3 +0%
DWM
284
Dakota Wealth Management
Florida
$455K
CWA
285
Clearview Wealth Advisors
Oregon
$446K -$768K -17,341 -63%
SFO
286
Stokes Family Office
Louisiana
$444K -$18.1K -408 -4%
SWA
287
Stratos Wealth Advisors
Ohio
$424K -$27.5K -621 -6%
CPSC
288
Carl P. Sherr & Co
Massachusetts
$421K +$6.29K +142 +2%
SXL
289
Summit X LLC
Missouri
$419K -$1.64K -37 -0.4%
CFG
290
CKW Financial Group
Hawaii
$412K -$53.5K -1,208 -11%
SIM
291
Seaview Investment Managers
Florida
$407K +$410K +9,255 New
BI
292
Bramshill Investments
Florida
$403K -$56.3K -1,272 -12%
AAS
293
Avantax Advisory Services
Texas
$400K -$89 -2 -0%
PWM
294
Penobscot Wealth Management
Maine
$397K -$194K -4,371 -33%
SC
295
Saiph Capital
New Jersey
$394K -$35.5K -801 -8%
OCM
296
Objective Capital Management
Ohio
$391K -$39.5K -893 -9%
PAG
297
Paladin Advisory Group
Iowa
$387K +$392K +8,842 New
DI
298
DFPG Investments
Utah
$386K +$53.6K +1,210 +16%
MFS
299
McNamara Financial Services
Massachusetts
$384K -$141K -3,183 -27%
SFG
300
Sovereign Financial Group
Connecticut
$376K -$945K -21,348 -71%

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.